{
  "crd_number": 165269,
  "slug": "zevin-asset-management-llc-boston-ma-165269",
  "primary_business_name": "ZEVIN ASSET MANAGEMENT, LLC",
  "legal_name": "ZEVIN 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": "2012-09-11",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 1020376296.0,
  "raum_discretionary": 1016644077.0,
  "raum_non_discretionary": 3732219.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 15,
  "advisory_employees": 9,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 23262304.0,
      "count": 123,
      "description": "THIRD-PARTY MANAGER/PLATFORM ASSETS"
    },
    "charitable": {
      "raum": 376017214.0,
      "count": 66
    },
    "individuals": {
      "raum": 25412402.0,
      "count": 107
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 28621382.0,
      "count": 0,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 5301520.0,
      "count": 21
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 561761474.0,
      "count": 451
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "CT",
    "FL",
    "IL",
    "LA",
    "MA",
    "MD",
    "ME",
    "MN",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "TX",
    "VA",
    "VT",
    "WA"
  ],
  "websites": [
    "https://facebook.com/zevinassetmanagement",
    "https://instagram.com/zevinassetmgmt",
    "https://linkedin.com/company/zevin-asset-management-zam-",
    "https://zevin.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165269",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/zevin-asset-management-llc-boston-ma-165269",
  "display_name": "Zevin Asset Management, LLC",
  "summary": "Zevin Asset Management, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Zevin Asset Management, LLC (CRD 165269): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Zevin Asset Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Zevin Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Zevin Asset Management, LLC located?",
      "a": "Zevin Asset Management, LLC's principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Zevin Asset Management, LLC registered with the SEC or a state?",
      "a": "Zevin Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 165269."
    },
    {
      "q": "How much does Zevin Asset Management, LLC manage?",
      "a": "Zevin Asset Management, LLC reports $1,020,376,296 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Zevin Asset Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Zevin Asset Management, LLC: Regulatory assets under management: $631,776,243 in the October 2021 data and $1,020,376,296 in the October 2026 data, up 62%. Total employees: 10 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Zevin Asset Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (451); other (123); individuals (other than high net worth individuals) (107)."
    },
    {
      "q": "Which custodians does Zevin Asset Management, LLC use?",
      "a": "Zevin Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and US Bank & Trust as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Zevin 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/165269"
    },
    {
      "q": "What changed in Zevin Asset Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $892,943,116 to $1,020,376,296 (+14%). Registered or notice-filed in NJ, VA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 631776243.0,
      "total_employees": 10,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 782975464.0,
      "total_employees": 12,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 671504382.0,
      "total_employees": 12,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 787810030.0,
      "total_employees": 14,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 892943116.0,
      "total_employees": 14,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1020376296.0,
      "total_employees": 15,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $892,943,116 to $1,020,376,296 (+14%).",
        "Registered or notice-filed in NJ, VA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "US Bank & Trust",
      "name_as_filed": "US BANK & TRUST",
      "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/zevin-asset-management-llc-boston-ma-165269.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 107,
      "fewer_than_5": false,
      "raum": 25412402.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 451,
      "fewer_than_5": false,
      "raum": 561761474.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "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": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 5301520.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 66,
      "fewer_than_5": false,
      "raum": 376017214.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 28621382.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "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": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 123,
      "fewer_than_5": false,
      "raum": 23262304.0
    }
  ],
  "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/165269",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}