Investment adviser · CRD 165269

ZEVIN ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Mar 26, 2026

Regulatory AUM
$1.02B
Form ADV · Item 5.F
Client accounts
769
Accounts, not individual clients
Employees
15
Reported in this filing
Advisory professionals
9
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals451$561,761,47455.1%
Charities66$376,017,21436.9%
Government entitiesFewer than 5$28,621,3822.8%
Individuals107$25,412,4022.5%
Other clients123$23,262,3042.3%
Retirement plans21$5,301,5200.5%
Filing source

Form ADV 2071185 · Mar 26, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The 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 26, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly

Principal office

2 OLIVER STREET, SUITE 806
BOSTON, MA, 02109, United States

CRD 165269

Filing source

Form ADV 2071185 · Mar 26, 2026 · 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.