Sustainable Growth Advisers, Lp
- Regulatory AUM
- $16.7B
- Discretionary
- $16.7B
- Clients
- 224
- Avg AUM / client
- $74.4M
- Accounts
- 66
- Employees
- 33
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Investments (13F portfolio — 51 positions, $10,622,216,645)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp | COM | $845,754,893 | 4,849,512 | 7.96% | 5.08% |
| 2 | Amazon.Com Inc | COM | $681,301,363 | 3,271,241 | 6.41% | 4.09% |
| 3 | Microsoft Corp. | COM | $580,794,139 | 1,568,993 | 5.47% | 3.49% |
| 4 | Alphabet Inc Cl C | COM | $542,902,056 | 1,892,568 | 5.11% | 3.26% |
| 5 | Visa Inc | COM | $528,960,803 | 1,750,135 | 4.98% | 3.17% |
| 6 | Waste Management Inc | COM | $464,566,903 | 2,021,702 | 4.37% | 2.79% |
| 7 | Broadcom Inc | COM | $452,689,945 | 1,462,602 | 4.26% | 2.72% |
| 8 | Canadian Pacific Kansas City L | COM | $409,844,558 | 5,210,330 | 3.86% | 2.46% |
| 9 | Meta Platforms Inc | COM | $398,883,886 | 697,191 | 3.76% | 2.39% |
| 10 | Apple Inc | COM | $387,207,403 | 1,525,700 | 3.65% | 2.32% |
| 11 | Synopsys Inc | COM | $357,223,326 | 900,987 | 3.36% | 2.14% |
| 12 | Yum! Brands Inc | COM | $351,447,458 | 2,260,403 | 3.31% | 2.11% |
| 13 | Aon Plc | COM | $339,501,618 | 1,051,805 | 3.2% | 2.04% |
| 14 | American Express Co | COM | $339,386,795 | 1,122,014 | 3.2% | 2.04% |
| 15 | Netflix Inc | COM | $327,964,669 | 3,410,969 | 3.09% | 1.97% |
| 16 | Salesforce Inc | COM | $324,863,668 | 1,740,310 | 3.06% | 1.95% |
| 17 | S&P Global Inc | COM | $322,108,706 | 757,297 | 3.03% | 1.93% |
| 18 | Danaher Corp | COM | $310,258,027 | 1,636,382 | 2.92% | 1.86% |
| 19 | Arm Holdings Inc Adr | COM | $303,643,013 | 2,007,159 | 2.86% | 1.82% |
| 20 | Intuit Inc | COM | $274,886,450 | 635,752 | 2.59% | 1.65% |
| 21 | Chipotle Mexican Grill Inc | COM | $250,259,110 | 7,818,154 | 2.36% | 1.5% |
| 22 | Ww Grainger Inc | COM | $230,071,464 | 210,918 | 2.17% | 1.38% |
| 23 | Ecolab Inc | COM | $225,387,573 | 847,258 | 2.12% | 1.35% |
| 24 | Master Card Inc | COM | $188,079,019 | 376,414 | 1.77% | 1.13% |
| 25 | Cooper Companies Inc/ The | COM | $146,883,308 | 2,054,312 | 1.38% | 0.88% |
Top 25 of 51 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 160 | $153M | 0.92% |
| High net worth individuals | 10 | $39.3M | 0.24% |
| Investment companies | 9 | $9.5B | 57.2% |
| Pooled investment vehicles (non-investment companies) | 12 | $5.5B | 33.0% |
| Pension and profit sharing plans | 7 | $497M | 2.98% |
| Charitable organizations | 2 | $527M | 3.16% |
| State or municipal government entities | 2 | $38.3M | 0.23% |
| Insurance companies | 6 | $128M | 0.77% |
| Sovereign wealth funds and foreign official institutions | 1 | $97.6M | 0.59% |
| Corporations and other businesses | 15 | $151M | 0.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Hawaii Laborers' Annuity Fund Hawaii Laborers' Annuity Fund | 2024 | |
| Hawaii Truckers Teamsters Union Pension Plan Trustees Of Hawaii Truckers Teamsters Union Pension Fund | Honolulu, HI | 2024 |
| Unum Group Pension Plan Unum Group | 2024 | |
| Amgen Retirement And Savings Plan Amgen Inc. | 2024 | |
| The Retirement And Savings Plan For Amgen Manufacturing Limited Llc Amgen Manufacturing Limited Llc | 2024 | |
| National Fuel Gas Company Retirement Plan National Fuel Gas Company | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rohn, Robert, Lawrence | Principal & Executive Committee Member | Nov 2003 (23y) | Less than 5% | |
| Seuffert, Peter, Joseph | Chief Operating Officer | Feb 2014 (13y) | Less than 5% | |
| Callaway, Daniel, Cole | Chief Compliance Officer | Nov 2015 (11y) | Less than 5% | |
| Rao, Kishore, D | Principal & Executive Committee Member | Jul 2023 (3y) | Less than 5% | |
| Gupta, Hrishikesh | Principal & Executive Committee Member | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Virtus Partners, Inc. | Shareholder | Jul 2018 | A | 50% – 75% |
| Sgia, Llc | General Partner | May 2003 | A | Less than 5% |
| Virtus Investment Partners, Inc. | Sole Shareholder | Nov 2008 | B | ≈ 37.5% – 75% via Virtus Partners, Inc. |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Virtus Investment Partners, Inc.: 75% – 100% of Virtus Partners, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hawaii Laborers' Annuity Fund | Hawaii Laborers' Annuity Fund | 3,151 | $305M | 09/01/2024 |
| Hawaii Truckers Teamsters Union Pension Plan | Trustees Of Hawaii Truckers Teamsters Union Pension Fund | 366 | $166M | 04/01/2024 |
| Unum Group Pension Plan | Unum Group | 2,680 | $1.4B | 01/01/2024 |
| Amgen Retirement And Savings Plan | Amgen Inc. | 14,965 | $7.7B | 01/01/2024 |
| The Retirement And Savings Plan For Amgen Manufacturing Limited Llc | Amgen Manufacturing Limited Llc | 2,589 | $780M | 01/01/2024 |
| National Fuel Gas Company Retirement Plan | National Fuel Gas Company | 189 | $861M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- J.P. Morgan $488M (3% of AUM) Mar 2026
- State Street $470M (3% of AUM) Jul 2023
- Royal Bank Of Canada $318M (1% of AUM) Jul 2025
- BNY Mellon $296M (2% of AUM) Mar 2026
- Fidelity Management Trust Company $228M (1% of AUM) Mar 2026
- Northern Trust $177M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗