ZEVIN ASSET MANAGEMENT, LLC
Latest filing: Mar 26, 2024 (392 days ago)
AUM
$787,810,030
0% change vs. 1 year ago
1% change vs. 3 years ago
50% change vs. 5 years ago
64% change vs. 10 years ago
Employee Count
14
0% change vs. 1 year ago
17% change vs. 3 years ago
40% change vs. 5 years ago
75% change vs. 10 years ago
Main Office
BOSTON, MA
2 OLIVER STREET, BOSTON, MA, UNITED STATES, 02109
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.8 |
| Non-Discretionary | $0.0 |
| Total | $0.8 |
| Client | AUM |
|---|---|
| Retail | $0.5 |
| Pooled | $0.0 |
| Institutional | $0.3 |
| Total | $0.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 80 | $0.0 |
| Average Individual AUM | $296,646 | |
| HNW | 163 | $0.4 |
| Average HNW AUM | $2,727,115 | |
| Retail Total | 243 | $0.5 |
| Average Retail AUM | $1,926,961 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.4 |
| US BANK & TRUST | BOSTON-MA-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.8 |
| Retail SMA AUM | $0.5 |
| Institutional SMA AUM | $0.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 89% | $0.7 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 9% | $0.1 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 102% | $0.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
5 active
| Name | Title |
|---|---|
| KELLEY, JENNIFER, LYNNE | CCO, COO, MEMBER BOARD OF MANAGERS |
| HERGEL, PHILIP, ALBERTO | SENIOR QUANTITATIVE ANALYST |
| KOWAL, SONIA, LARISSA | PRESIDENT, MEMBER BOARD OF MANAGERS |
| DRAY, STEVEN, ANDREW | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS |
| LI, JANE, LIOU | PORTFOLIO MANAGER |
ADVDB.CO • SOURCE: SEC
Representatives
4 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CATHERINE FADDIS | BOSTON | MA | S65|2007-02-28 | CHARTERED FINANCIAL ANALYST | |||||
| CHRISTOPHER HARRIS | BOSTON | MA | S66|2015-10-13 | ||||||
| JANE LI | BOSTON | MA | S65|2020-02-18 | ||||||
| STEVEN DRAY | BOSTON | MA | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $0.8 | $0.0 | 0% | 14 | 0 | 0% |
| 2024-04-02 | $0.8 | $0.0 | 0% | 14 | 0 | 0% |
| 2023-04-04 | $0.7 | $0.1 | 17% | 12 | 2 | 17% |
| 2022-04-01 | $0.8 | $0.0 | 1% | 12 | 2 | 17% |
| 2021-04-05 | $0.6 | $0.2 | 25% | 10 | 4 | 40% |
| 2020-04-01 | $0.5 | $0.3 | 50% | 10 | 4 | 40% |
| 2019-04-01 | $0.5 | $0.3 | 74% | 10 | 4 | 40% |
| 2018-04-02 | $0.6 | $0.2 | 32% | 13 | 1 | 8% |
| 2017-04-01 | $0.6 | $0.2 | 42% | 12 | 2 | 17% |
| 2016-04-01 | $0.6 | $0.2 | 35% | 12 | 2 | 17% |
| 2015-04-01 | $0.5 | $0.3 | 64% | 8 | 6 | 75% |
| 2014-04-01 | $0.4 | $0.4 | 100% | 7 | 7 | 100% |
| 2013-04-01 | $0.4 | $0.4 | 112% | 7 | 7 | 100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, CA-09/11/2012, CO-03/21/2019, CT-03/20/2018, FL-03/20/2018, IL-04/06/2015, LA-03/30/2022, MA-09/11/2012, MD-04/01/2015, ME-09/11/2012, MN-03/20/2018, NH-09/11/2012, NY-09/11/2012, OH-10/12/2018, PA-03/20/2018, TX-09/11/2012, VT-04/01/2014, WA-04/01/2015 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV