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BOSTON COMMON ASSET MANAGEMENT, LLC
CRD 123558File 801-61564
APPROVED
Retail clients
Custody
Filing as of Jul 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.17B
Top 25% of cohort (national)
Discretionary AUM
$4.17B
Clients
343
343 accounts
Employees
39
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 8, 2002
- Principal office
- 200 STATE STREET, 7TH FLOOR, BOSTON, MA, 02109
- Phone
- 617-720-5557
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.17B
- Discretionary AUM
- $4.17B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 343
- Non-discretionary accounts
- 0
- Total accounts
- 343
- AUM per client
- $12.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.5M |
| Insurance companies | Fewer than 5 | $8.9M |
| Investment companies | 5 | $1.02B |
| Charitable organizations | 73 | $598.4M |
| High net worth individuals | 245 | $635.2M |
| Pooled investment vehicles | 8 | $1.53B |
| Pension and profit sharing plans | 6 | $92.7M |
| State or municipal government entities | Fewer than 5 | $285.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.