{
  "crd_number": 123558,
  "slug": "boston-common-asset-management-llc-boston-ma-123558",
  "primary_business_name": "BOSTON COMMON ASSET MANAGEMENT, LLC",
  "legal_name": "BOSTON COMMON ASSET MANAGEMENT, LLC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2002-11-08",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-07-06",
  "carried_forward": false,
  "raum_total": 4171137148.0,
  "raum_discretionary": 4171137148.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 39,
  "advisory_employees": 21,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 598400255.0,
      "count": 73
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 285683096.0,
      "count": 2,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 8902567.0,
      "count": 1,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 1019916039.0,
      "count": 5
    },
    "pension_profit_sharing": {
      "raum": 92706360.0,
      "count": 6
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 635150940.0,
      "count": 245
    },
    "pooled_investment_vehicles": {
      "raum": 1525876272.0,
      "count": 8
    },
    "corporations_other_businesses": {
      "raum": 4501619.0,
      "count": 3,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "IL",
    "MA",
    "MD",
    "ME",
    "MN",
    "NC",
    "NH",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "PR",
    "TX",
    "VT",
    "WA",
    "WI"
  ],
  "websites": [
    "https://bostoncommonasset.com",
    "https://bostoncommonfunds.com",
    "https://linkedin.com/company/boston-common-asset-management/mycompany"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/123558",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/boston-common-asset-management-llc-boston-ma-123558",
  "display_name": "Boston Common Asset Management, LLC",
  "summary": "Boston Common Asset Management, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2002, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 6, 2026.",
  "citation": "AdvisorCensus. Boston Common Asset Management, LLC (CRD 123558): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Boston Common Asset Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Boston Common Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Boston Common Asset Management, LLC located?",
      "a": "Boston Common Asset Management, LLC's principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Boston Common Asset Management, LLC registered with the SEC or a state?",
      "a": "Boston Common Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 123558."
    },
    {
      "q": "How much does Boston Common Asset Management, LLC manage?",
      "a": "Boston Common Asset Management, LLC reports $4,171,137,148 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Boston Common Asset Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Boston Common Asset Management, LLC: Regulatory assets under management: $3,900,785,648 in the October 2021 data and $4,171,137,148 in the October 2026 data, up 7%. Total employees: 34 in October 2021 and 39 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Boston Common Asset Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (245); charitable organizations (73); pooled investment vehicles (other than investment companies and business development companies) (8)."
    },
    {
      "q": "Which custodians does Boston Common Asset Management, LLC use?",
      "a": "Boston Common Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab and U.S. Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Boston Common Asset Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/123558"
    },
    {
      "q": "What changed in Boston Common Asset Management, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3900785648.0,
      "total_employees": 34,
      "filing_date": "2021-05-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 5849302016.0,
      "total_employees": 40,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 4559651998.0,
      "total_employees": 48,
      "filing_date": "2023-04-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 4537178648.0,
      "total_employees": 48,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3584843078.0,
      "total_employees": 40,
      "filing_date": "2025-07-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4171137148.0,
      "total_employees": 39,
      "filing_date": "2026-07-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 22 to 21.",
        "Regulatory assets under management went from $3,584,843,078 to $4,171,137,148 (+16%)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "affiliated": false
    },
    {
      "name": "U.S. Bank",
      "name_as_filed": "U.S. BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/boston-common-asset-management-llc-boston-ma-123558.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 245,
      "fewer_than_5": false,
      "raum": 635150940.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 5,
      "fewer_than_5": false,
      "raum": 1019916039.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 1525876272.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 92706360.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 73,
      "fewer_than_5": false,
      "raum": 598400255.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 285683096.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": true,
      "raum": 8902567.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 4501619.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/123558",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}