Zevin Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 26, 2026, reports $1.0B in regulatory assets under management, 15 employees, and 769 accounts.
Assets Under Management
$1.0B
Employees
15
Offices
--
Total Clients
768
Primary office
BOSTON, MA
2 OLIVER STREET, SUITE 806, BOSTON, MA, United States
Top client segmentHNWI represent 58.7% of total clients.
Top client categories% of clientsClients
1
HNWI
58.7%
451
2
THIRD-PARTY MANAGER/PLATFORM ASSETS
16.0%
123
3
Individuals
13.9%
107
4
Charitable
8.6%
66
5
Pension Plans
2.7%
21
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 26, 2026
Discretionary99.6%
$1.0B
100% of total RAUM99.6%
Non-discretionary0.4%
$4M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.0B
Total Accounts769
10Y AUM Change+$466M (+84.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee51:1
10Y Employee Change+3 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.