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Zevin Asset Management, LLC

● SEC registered since 2012CRD 165269SEC# 801-77093Boston, MA
Export (members)
Reg. AUM
$892.9M
Employees
14
Accounts
745
Location
Boston, MA

Zevin Asset Management, LLC assets under management

Zevin Asset Management, LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2012. It reports $892.9 million in regulatory assets under management and employs 14 people.
www.zevin.comView on SEC.gov ↗

Zevin Asset Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Jane Liou LiPortfolio Manager5-10%2024
Jennifer Lynne Kelley ControlCco, Coo, Member Board Of Managers25-50%2000
Philip Alberto HergelSenior Quantitative Analyst10-25%2008
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Frequently asked questions

How much does Zevin Asset Management, LLC manage?

Zevin Asset Management, LLC reports $892.9 million in regulatory assets under management on its Form ADV.

How many employees does Zevin Asset Management, LLC have?

Zevin Asset Management, LLC reports 14 employees.

Where is Zevin Asset Management, LLC located?

Zevin Asset Management, LLC is based in Boston, MA and has been SEC-registered since 2012.

Does Zevin Asset Management, LLC disclose fund performance?

Zevin Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2 Oliver Street, Suite 806, Boston, MA 02109
Phone617-742-6666
Fax617-742-6660
Office hours9a.m.-5p.m.
SEC regionBoston Regional Office (BRO)
CIK1394096
Discloses disciplinary historyNo

Assets under management

Discretionary$889.5M
Non-discretionary$3.4M
Total (RAUM)$892.9M