Investment adviser · CRD 108151
ZEVIN ASSET MANAGEMENT, INC.
Investment adviser filing (IA)
ZEVIN ASSET MANAGEMENT, LLC
BOSTON, MA, United States · Form ADV filed Mar 2, 2012
- Regulatory AUM
- $321M Form ADV · Item 5.F
- Client accounts
- 297 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 2, 2012. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
50 CONGRESS STREET, SUITE 1040BOSTON, MA, 02109, United States
CRD 108151
Filing source
Form ADV 617026 · Mar 2, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.