SourcingSourcing

SUSTAINABLE INVESTMENT SOLUTIONS, LLC

B50
CRD 111456·SEC 801-120911·DEDHAM, MA
AUM
$152.9M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$459K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SUSTAINABLE INVESTMENT SOLUTIONS, LLC
CRD
111456
SEC file #
801-120911
EIN
—
DBA names
Financial Solutions Associates

Economics

AUM
$152.9M
AUM band
$100M-$500M
AUM trajectory
'22'26
$113.4M → $152.9M▲ +35%
Client mix
Individuals Other109
Individuals High Net Worth65

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
1 advisors → 1 advisors▬ 0%
Primary office
DEDHAM MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
sustainableinvestmentsolutions.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALEXANDER E BURKE FAMILY TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
ALEXANDER E BURKE FAMILY TRUST
BURKE, ALEXANDER, EVAN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SUSTAINABLEINVESTMENTSOLUTIONS.NET
Rdap Domain Creation Date
2021-04-28T18:15:11Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
Domain.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-28T18:15:11Z
Rdap Domain Last Changed
2026-04-08T07:47:26Z
Rdap Nameservers
Ns1.dotster.comNs2.dotster.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (1)

1
BURKE, ALEXANDER, EVAN
IAR · Executive Officer · 2.5%
5914002