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- Custodian
- BNP Paribas ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-17-2023
- Office Locations
- 1
Office Locations
About Sustainable Investment Partners LLC
Sustainable Investment Partners (SIP) is a Massachusetts-based, fee-only fiduciary RIA founded and led by Anu Rames. The firm delivers personal wealth services and institutional advisory work including financial planning, asset allocation and manager selection, with a values-aligned, sustainable investing focus for individuals and organizations such as endowments and nonprofits. Client assets are custodied at Charles Schwab; Rames brings two decades of institutional investing experience.
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Owner & Executives
Anupama Rames
Chief Compliance Officer, Chief Investment Officer, FOUNDER, MANAGING PRINCIPAL
- CRD
- #7773949
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,379,792 | -- |
| Total | $3,379,792 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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