3 Sisters Sustainable Management, LLC (Philadelphia)

Name: 3 Sisters Sustainable Management, LLC
Address: 1700 Sansom Street, Philadelphia, PA, 19103
Telephone: 215-525-4857

3 Sisters Sustainable Management, LLC is an adviser based in Philadelphia. It manages $46.38 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Maryland, North Carolina, and Pennsylvania.

3 Sisters Sustainable Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

3 Sisters Sustainable Management: assets under management

The assets under management (AUM) of 3 Sisters Sustainable Management, LLC is $46.38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $46.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $986.76 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay 3 Sisters Sustainable Management, LLC for their services and products based on a percentage of assets under management and hourly charges. 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.

Careers at 3 Sisters Sustainable Management, LLC

George Benjamin Bingham joined the executive team most recently as the Chief Investment Officer And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George Benjamin Bingham	Chief investment officer and chief compliance officer	1 Oct 2011	50% - 75%	4284995
Abigail Eve Laufer	Chief executive officer	1 Oct 2011	50% - 75%	1848343
Patricia Ann Rogalski	Chief operating officer	1 Oct 2011	Other	5846349
Janet Sue Kerman	Chief financial officer	1 Oct 2011	Other	5846360

Based in Philadelphia

The principal office where 3 Sisters Sustainable Management, LLC performs its advisory services is located at 1700 Sansom Street, Philadelphia, PA 19103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-525-4857 or by fax 215-764-3759. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.3sistersinvest.com.