3 Sisters Sustainable Investments LLC (Philadelphia)

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

3 Sisters Sustainable Investments LLC is an adviser based in Philadelphia. It manages $56.51 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2010.

3 Sisters Sustainable Investments provides portfolio management for individuals and small businesses, 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.

3 Sisters Sustainable Investments: assets under management

The assets under management (AUM) of 3 Sisters Sustainable Investments LLC is $56.51 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $56.51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.26 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay 3 Sisters Sustainable Investments 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.

Careers at 3 Sisters Sustainable Investments LLC

Nancy Lynn Folin joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Nancy Lynn Folin	Member	1 Jul 2010	50% - 75%	4375341
Patricia Ann Rogalski	Chief operating officer	1 Jul 2010	Other	5846349
Janet Sue Kerman	Chief financial officer	1 Jul 2010	Other	5846360
George Benjamin Bingham	Chief compliance officer and chief investment officer	1 Jul 2010	Other	4284995
Jennifer Ann Bingham	Member	1 Jul 2010	50% - 75%	5846899
Marnita K. Butler	Secretary to the board	1 Jul 2010	Other	5850390
Marnita Kim Butler	Secretary to the board	1 Jul 2010	Other	5850390
Abigail Eve Laufer	Chief executive officer	1 Mar 2011	Other	1848343

Based in Philadelphia

The principal office where 3 Sisters Sustainable Investments 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 215-557-0912. The normal business hours are 9am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.3sistersinvest.com.