RIA IntelAdvisersPOWER SUSTAINABLE INVESTMENT MANAGEMENT INC.

POWER SUSTAINABLE INVESTMENT MANAGEMENT INC.

Advisory

N·MONTREAL, QUEBEC

Data as of May 14, 2024 · Source: SEC Form ADV

Total AUM
$515M
1-Year AUM Growth
-22.3%
3-Year CAGR
-15.0%
Employees
12
Assets Under Management
Total AUM$515M
Discretionary AUM$515M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients
Team
Total Employees12
Investment Advisers41
Employee Growth (1Y)-7.7%
Filing History
Total Filings on Record12
First FilingApr 19, 2021
Latest FilingMay 14, 2024
🔒 Full AUM trend chart and 12 historical filings spanning 3+ years
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Registration
Status
Registration Date
SEC RegisteredYes
Exempt ReportingNo
Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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