Sustainable Insight Capital Management, Llc
- Regulatory AUM
- $410M
- Discretionary
- $410M
- Clients
- 2
- Avg AUM / client
- $205M
- Accounts
- 6
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 1 | $309M | 75.5% |
| Corporations and other businesses | 1 | $101M | 24.5% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $536K combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sustainable Insight Global Impact Passive Plus Fund, Llc | Other Private Fund | Delaware | $536K | 1 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Skoll, Jeffrey, Stuart | Managing Member | Oct 2003 (23y) | ≈ 7.5% – 25% via Pacific Sequoia Holdings Llc | |
| Orum, William, Bernard | Director | Dec 2012 (14y) | Less than 5% | |
| Parker, Kevin, Edward | Chief Executive Officer/Director | Dec 2012 (14y) | ≈ 25% – 56.25% via Sicm Management, Llc | |
| Parker, George, Finley | Chief Operating Officer, General Counsel & Chief Compliance Officer | May 2014 (12y) | Less than 5% | |
| Desmond, Dermot, F | Shareholder | Aug 2016 (10y) | ≈ 0% – 5% via Cork Inc. |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sicm Management, Llc | Member | Dec 2012 | A | 50% – 75% |
| Pacific Sequoia Holdings Llc | Member | Dec 2012 | A | 10% – 25% |
| Capricorn Investment Group Llc | Member | Jul 2013 | A | 10% – 25% |
| Spering, Llc | Member | Dec 2012 | A | 5% – 10% |
| Cork Inc. | Member | Aug 2016 | A | Less than 5% |
| The Kresge Foundation | Managing Member | Dec 2012 | B | ≈ 3.75% – 10% via Spering, Llc |
| Pine Llc | Member | Apr 2007 | B | ≈ 7.5% – 25% via Capricorn Investment Group Llc |
| Jeffrey S Skoll Revocable Trust | Sole Member | Sep 2007 | B | ≈ 5.63% – 25% via Pine Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Skoll, Jeffrey, Stuart: 75% – 100% of Pacific Sequoia Holdings Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Parker, Kevin, Edward: 50% – 75% of Sicm Management, Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Desmond, Dermot, F: 75% – 100% of Cork Inc. × 0% – 5% direct ≈ 0% – 5% of the firm
- The Kresge Foundation: 75% – 100% of Spering, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Pine Llc: 75% – 100% of Capricorn Investment Group Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Jeffrey S Skoll Revocable Trust: 75% – 100% of Pine Llc × 75% – 100% of Capricorn Investment Group Llc × 10% – 25% direct ≈ 5.63% – 25% of the firm
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 (1, $536K gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sustainable Insight Global Impact Passive Plus Fund, Llc | Other Private Fund | $536K | $1.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $166M (40% of AUM) Mar 2026
- BNY Mellon $158M (39% of AUM) Mar 2026
- J.P. Morgan $87.1M (20% of AUM) Jul 2018
- First Horizon Bank $4.9M (3% of AUM) Feb 2021
- First Tennessee Bank National Association $4.9M (3% of AUM) Mar 2019
- Wells Fargo $2.7M (2% of AUM) Feb 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗