← Directory
ZEVIN ASSET MANAGEMENT, LLC
CRD 165269File 801-77093
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 768 | 645 |
| 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.