SUSTAINVEST ASSET MANAGEMENT, LLC
SEC RegisteredYour Investments. Your Planet. Your Choice.
About the firm
Sustainvest Asset Management is an investment advisor based in the Jersey shore town of Linwood, NJ. The firm is focused on sustainable and responsible investing helping clients align their values with their portfolio. The firm was founded in 2013.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management including customized portfolio construction with regular performance, allocation and sustainability reviews; sustainable and responsible investing (SRI) following environmental, social and corporate governance (ESG) criteria; fee-based investment management based on assets under management.
Who they serve
Sustainable minded investors who seek honest management of their assets and want to align their values with their portfolio.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 129 | $46M |
| High Net Worth Individuals | 29 | $84M |
| State/Municipal Entities | 4 | — |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 0.75% |
| $1,000,001 to $3,000,000 | 0.50% |
| Greater than $3,000,000 | 0.40% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SUSTAINVEST ASSET MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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