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ZEVIN ASSET MANAGEMENT, LLC
CRD 165269File 801-77093
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.02B
Above cohort median (national)
Discretionary AUM
$1.02B
Non-discretionary $3.7M
Clients
645
769 accounts
Employees
15
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 11, 2012
- Principal office
- 2 OLIVER STREET, SUITE 806, BOSTON, MA, 02109
- Phone
- 617-742-6666
- Website
- HTTP://WWW.ZEVIN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.02B
- Discretionary AUM
- $1.02B
- Non-discretionary AUM
- $3.7M
- Discretionary accounts
- 767
- Non-discretionary accounts
- 2
- Total accounts
- 769
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 66 | $376.0M |
| High net worth individuals | 451 | $561.8M |
| Pension and profit sharing plans | 21 | $5.3M |
| State or municipal government entities | Fewer than 5 | $28.6M |
| Individuals (other than high net worth individuals) | 107 | $25.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — ADVISORY SERVICES TO EMPLOYEE TRUSTEES. TRUSTEES PAY ZAM FEES.
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 768 | 645 | decreased by123 |
| Apr 1, 2026 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2026 | Clients | 406 | 768 | increased by362 |
| Apr 1, 2026 | AUM | $892,943,116 | $1,020,376,296 | increased by$127,433,180 |
| Apr 1, 2026 | Accounts | 745 | 769 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 14 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 382 | 406 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $782,975,464 | $892,943,116 | increased by$109,967,652 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 614 | 745 | increased by131 |
| Apr 1, 2022 | Employees | 10 | 12 | increased by2 |
| Apr 1, 2022 | Clients | 357 | 382 | increased by25 |
| Apr 1, 2022 | AUM | $631,776,243 | $782,975,464 | increased by$151,199,221 |
| Apr 1, 2022 | Accounts | 561 | 614 | increased by53 |
| 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 “ZEVIN ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ZEVIN ASSET” 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.