Sustainable Growth Advisers, LP 

CT

  SEC # 1290668

        

Click to view...

Registrant

About

Filings

Files

Relationships

Names

Topics

Web

Relationships

        

2  Owner Relationships  (where the Issuers of the  Sustainable Growth Advisers, LP-owned  securities are...)

First		Latest Filing		Filing		Issuer / Subject
		6/15/16		3		CO	Liberty All Star Equity Fund
		10/13/15		3		CO	Liberty All Star Growth Fund Inc.

        

and there are...  Recent Holdings Reports for this and 6 Related Money Managers

History:  Assets Under Management

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager and Related Managers Managers with whom Investment Discretion is Shared
2/13/24			12/31/23				511		$577,612		NJ	Personal Cfo Solutions, LLC
							28		$61,587		CT	Sustainable Growth Advisers, LP
											and 67 Other Managers
2/6/24			12/31/23				99		$21,964,764		CT	Sustainable Growth Advisers, LP
					Not Allocated...						CO	Alps Advisors Inc.
					Not Allocated...						WA	Russell Frank Co
					Not Allocated...						CT	Virtus Fund Advisers, LLC
					Not Allocated...						CT	Virtus Investment Advisers, Inc.
2/5/24			12/31/23				14,778		$56,035,021			Russell Investments Group, Ltd.
							27		$30,409		CT	Sustainable Growth Advisers, LP
											and 44 Other Managers
11/9/23			9/30/23				100		$19,676		CT	Sustainable Growth Advisers, LP
											and 4 Other Managers
8/8/23			6/30/23				105		$21,081		CT	Sustainable Growth Advisers, LP
											and 4 Other Managers
5/11/23			3/31/23				100		$17,246		CT	Sustainable Growth Advisers, LP
											and 4 Other Managers
5/12/23			12/31/22				103		$15,354		CT	Sustainable Growth Advisers, LP
											and 4 Other Managers
11/14/22			9/30/22				99		$13,376		CT	Sustainable Growth Advisers, LP
											and 4 Other Managers
8/11/22			6/30/22				104		$13,971		CT	Sustainable Growth Advisers, LP
											and 4 Other Managers
5/10/22			3/31/22				110		$18,056		CT	Sustainable Growth Advisers, LP
											and 4 Other Managers

        

No  Issuer Relationships  (where the Owners of the  Sustainable Growth Advisers, LP  securities are...)

        

2  Insider & Control Relationships  (Directors & Officers, Owners, Parent / Subs., et al.)

First		Latest Filing		Relationship		Registrant
		6/15/16		Other:  Sub Adviser	of	CO	Liberty All Star Equity Fund
		10/13/15		Other:  Sub-advisor	of	CO	Liberty All Star Growth Fund Inc.

        

No  Joint-Filer Relationships  (Co-Filer Registrants:  Partners, Affiliates, et al.)

        

No  Group-Member Relationships  (Co-Filer Non-Registrants:  Partners, Affiliates, et al.)

        

Filing Agent Relationships  (SEC Filing Agents, Attorneys, Printers, et al. — Affiliates:  Directors & Officers, et al.)

1  Filing Agent or Registrant has submitted Filings for  Sustainable Growth Advisers, LP:

Latest Filing				Filing Agentª, Registrant or SEC — SEC #			Filings
On		Type
2/6/24		13F-HR			No Filing Agent:  Self-filed — 1290668		82
__________  ª  Proprietary to SEC Info℠:  The SEC does not publish the names of SEC Filing Agents.