# Boston Common Asset Management, LLC

> 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.

- CRD: 123558
- Filed as: BOSTON COMMON ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/123558
- AdvisorCensus page: https://advisorcensus.com/firm/boston-common-asset-management-llc-boston-ma-123558

## Quick answers

**How is Boston Common Asset Management, LLC compensated?**
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.

**Where is Boston Common Asset Management, LLC located?**
Boston Common Asset Management, LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Boston Common Asset Management, LLC registered with the SEC or a state?**
Boston Common Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 123558.

**How much does Boston Common Asset Management, LLC manage?**
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).

**How have Boston Common Asset Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Boston Common Asset Management, LLC serve?**
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).

**Which custodians does Boston Common Asset Management, LLC use?**
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.

**Does Boston Common Asset Management, LLC report any disciplinary disclosures?**
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

**What changed in Boston Common Asset Management, LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab
- U.S. Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $4,171,137,148
- Discretionary: $4,171,137,148
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 245 | $635,150,940 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 5 | $1,019,916,039 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $1,525,876,272 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $92,706,360 |
| Charitable organizations | 73 | $598,400,255 |
| State or municipal government entities (including government pension plans) | 2 | $285,683,096 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 1 | $8,902,567 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $4,501,619 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2002 (23 years)
- Employees: 39 total, 21 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, CT, DC, DE, FL, IL, MA, MD, ME, MN, NC, NH, NV, NY, OH, OR, PA, PR, TX, VT, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bostoncommonasset.com
- bostoncommonfunds.com
- LinkedIn @boston-common-asset-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,900,785,648 | 34 | May 5, 2021 |
| October 2022 | $5,849,302,016 | 40 | March 30, 2022 |
| October 2023 | $4,559,651,998 | 48 | April 28, 2023 |
| October 2024 | $4,537,178,648 | 48 | March 27, 2024 |
| October 2025 | $3,584,843,078 | 40 | July 3, 2025 |
| October 2026 | $4,171,137,148 | 39 | July 6, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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%).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boston Common Asset Management, LLC (CRD 123558): Form ADV filing data as of October 2026.