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3SISTERS SUSTAINABLE MANAGEMENT, INC

Advisory

DE

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in DE
#69
of 79 advisers by AUM
AUM change, 1 year
+36.0%
90th percentile in DE
AUM CAGR, 3 year
0.0%
compound annual growth
Average account
$5M
across 19 accounts
AUM per adviser
$35M
3 advisers
Filing history
12
filings since 2011

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$104M
1-Year AUM Growth
+36.0%
3-Year CAGR
0.0%
Employees
3
Assets Under Management
Total AUM$104M
Discretionary AUM$104M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)
Filing History
Total Filings on Record12
First FilingDec 8, 2011
Latest FilingMar 30, 2026
Full AUM trend chart and 12 historical filings spanning 15+ years
Included with Pro
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNC, TN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

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METZ CAPITAL MANAGEMENT LLC
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$108M
+28.1% 1Y
THIRD SIGMA INVESTMENT ADVISORS LLC
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$99M
0.0% 1Y
JPL ASSET MANAGEMENT AND PLANNING, LLC
NEWARK, DE
$97M

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