BOSTON COMMON ASSET MANAGEMENT, LLC
Latest filing: Mar 27, 2024 (217 days ago)
AUM
$4,537,178,648
0% change vs. 1 year ago
16% change vs. 3 years ago
92% change vs. 5 years ago
114% change vs. 10 years ago
Employee Count
48
0% change vs. 1 year ago
41% change vs. 3 years ago
33% change vs. 5 years ago
55% change vs. 10 years ago
Main Office
BOSTON, MA
200 STATE STREET, 7TH FLOOR, BOSTON, MA, UNITED STATES, 02109
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $4.5 |
| Non-Discretionary | $0.0 |
| Total | $4.5 |
| Client | AUM |
|---|---|
| Retail | $0.6 |
| Pooled | $3.0 |
| Institutional | $1.0 |
| Total | $4.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 270 | $0.6 |
| Average HNW AUM | $2,165,936 | |
| Retail Total | 270 | $0.6 |
| Average Retail AUM | $2,165,936 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| U.S. BANK NATIONAL ASSOCIATION | MILWAUKEE-WI-USA | $0.4 |
| CHARLES SCHWAB | SAN FRANCISCO-CA-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.6 |
| Retail SMA AUM | $0.6 |
| Institutional SMA AUM | $1.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 94% | $1.5 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 1% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $1.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| AMG FUNDS LLC | $21.2 | 153456 | |
| AMG DISTRIBUTORS, INC. | $0.0 | broker-dealer | 27314 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
11 active
| Name | Title |
|---|---|
| AIYER, GEETA, BHIDE | MEMBER |
| COMPERE, LAUREN, MARIE | MEMBER |
| ZALOSH, MATTHEW, ADAM | MEMBER |
| SPADY, NANCY, GROSSMAN | MEMBER |
| EISNOR, KRISTINA, INGRID | CHIEF COMPLIANCE OFFICER |
| ABICHANDANI, PRAVEEN | MEMBER |
| BIEMANS, CORNE | MEMBER |
| MCDONALD, ALLYSON, MORGAN | MEMBER |
| SU, LIZ | PORTFOLIO MANAGER |
ADVDB.CO • SOURCE: SEC
Representatives
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CAROL MALNICK | BOSTON | MA | S63|1983-04-20|S65|2012-03-26 | ||||||
| GEETA AIYER | BOSTON | MA | CHARTERED FINANCIAL ANALYST | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $4.5 | $0.0 | 0% | 48 | 0 | 0% |
| 2024-04-02 | $4.5 | $0.0 | 0% | 48 | 0 | 0% |
| 2023-04-04 | $4.6 | $0.0 | 0% | 48 | 0 | 0% |
| 2022-04-01 | $5.8 | -$1.3 | -22% | 40 | 8 | 20% |
| 2021-04-05 | $3.9 | $0.6 | 16% | 34 | 14 | 41% |
| 2020-04-01 | $2.8 | $1.7 | 62% | 36 | 12 | 33% |
| 2019-04-01 | $2.4 | $2.2 | 92% | 36 | 12 | 33% |
| 2018-04-02 | $2.7 | $1.8 | 69% | 34 | 14 | 41% |
| 2017-04-01 | $2.2 | $2.4 | 111% | 34 | 14 | 41% |
| 2016-04-01 | $2.1 | $2.5 | 119% | 38 | 10 | 26% |
| 2015-04-01 | $2.1 | $2.4 | 116% | 38 | 10 | 26% |
| 2014-04-01 | $2.1 | $2.4 | 114% | 31 | 17 | 55% |
| 2013-04-01 | $1.8 | $2.7 | 147% | 33 | 15 | 45% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, CA-02/01/2006, CO-03/30/2011, CT-03/30/2011, DC-03/30/2022, DE-03/31/2021, FL-03/31/2011, IL-12/07/2009, MA-03/05/2003, MD-03/30/2011, ME-03/27/2008, MN-12/02/2009, NC-03/30/2011, NH-02/01/2006, NV-03/30/2011, NY-02/01/2006, OH-03/30/2011, OR-03/31/2010, PA-03/30/2011, PR-03/30/2011, TX-12/09/2008, VT-03/05/2003, WA-03/30/2011, WI-03/30/2011 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV