AUMdb

3 Sisters Sustainable Management, Inc

State-registered Investment Adviser · Small ($100M–$1B) CRD 159207 · SEC file 801-72955 · · WWW.3SISTERSINVEST.COM
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
$104M
Discretionary
$104M
Clients
19
Avg AUM / client
$5.5M
Accounts
19
Employees
3

AUM over time

$0 $104M
Dec 8, 2011 Mar 30, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 6 $53.2K 0.05%
High net worth individuals 9 $547K 0.53%
Pooled investment vehicles (non-investment companies) 2 $12.0M 11.6%
Corporations and other businesses 2 $91.4M 87.9%

Private funds (2)

Reported in Form ADV Section 7.B.(1), filing of Dec 2012 · $21.6M combined gross assets

FundTypeDomicileGross assetsOwners
Scarab Funds, Llc Hedge Fund Delaware $17.6M 51
Ship Compensation Fund, Llc Other Private Fund Delaware $4.1M 50

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
George Benjamin Bingham Managing Member And Chief Investment Officer And Chief Compliance Officer CFP Oct 2011 (15y) 50% – 75%
Daniel Patrick Martell Registered representative Mar 2018 (8y)
Angelina Bellochio Registered representative Dec 2018 (8y)

Undisclosed: 25% – 50% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (2, $21.6M gross assets)

FundTypeGross assetsMin. investmentOwners
Scarab Funds, Llc Hedge Fund $17.6M $100K 51
Ship Compensation Fund, Llc Other Private Fund $4.1M $100K 50

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/30/2026 1.33 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

Civil judicial as of Dec 07, 2012

Allegations: BREACH OF CONTRACT AND FIDUCIARY DUTY. Status: Pending Summary: PLAINTIFF ALLEGES THAT THE PRIVATE INVESTMENT FUND WAS UNSUITABLE INVESTMENT.

Disclosure text reproduced verbatim from the firm's own Form ADV filings.

How they charge

  • Percentage of assets under management
  • Hourly charges

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients
  • Selection of other advisers

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.

View current Form ADV (SEC/IAPD) ↗