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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 40 | 39 | decreased by1 |
| Apr 1, 2026 | Clients | 332 | 343 | increased by11 |
| Apr 1, 2026 | AUM | $3,584,843,078 | $4,171,137,148 | increased by$586,294,070 |
| Apr 1, 2026 | Accounts | 332 | 343 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 348 | 332 | decreased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,849,302,016 | $3,584,843,078 | decreased by$2,264,458,938 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 474 | 332 | decreased by142 |
| Apr 1, 2022 | Employees | 34 | 40 | increased by6 |
| Apr 1, 2022 | Clients | 295 | 348 | increased by53 |
| Apr 1, 2022 | AUM | $3,900,785,648 | $5,849,302,016 | increased by$1,948,516,368 |
| Apr 1, 2022 | Accounts | 308 | 474 | increased by166 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BOSTON COMMON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BOSTON COMMON” may also match similarly-named firms). Confirm identity against each filing.
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.