Sustainable Insight Capital Management, LLC is a large advisory firm based in New York. It manages $189.55 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of New York and North Carolina.
Sustainable Insight Capital Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sustainable Insight Capital Management, LLC is $189.55 million. The firm's AUM has grown by 94% since the beginning of its operation, and $8.94 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Sustainable Insight Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles and state or municipal government entities. The largest group of clients of Kevin Edward Parker is pooled investment vehicles with 10 clients and $136.12 million of assets under management. Among the 14 most similar advisory firms, Sustainable Insight Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $143.74 million for 12 clients. 3% of the firm’s clients are foreign persons or businesses.
Sustainable Insight Capital Management also advises several private funds. Namely, ten other private funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 8 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Kevin Edward Parker has been acting as President since 1 Dec 2012. Cork Inc. joined the executive team most recently as the Member.
The principal office where Sustainable Insight Capital Management, LLC performs its advisory services is located at 261 Fifth Avenue, New York, NY 10016, which is also the mailing address of the firm. An additional office of the firm is in Winston Salem, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 646-790-4800. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at sicm.com.