Boston Common Asset Management, LLC

RIASEC Registered

Total AUM

$4.2B

Discretionary

$4.2B

100% of AUM

Avg account

$12.2M

Accounts

343

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 123558
Registered since: November 8, 2002
Website: www.bostoncommonasset.com
Custodians: U.S. BANK, N.A., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pooled Investment Vehicles36.58%
Investment Companies24.45%
HNWI15.23%
Charitable Organizations14.35%
State / Municipal Government6.85%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Boston Common Asset Management, LLC is an institutional registered investment adviser that focuses on equity-driven portfolios with an active ESG orientation. The firm is SEC-registered (initial registration recorded in 2002) and describes itself as a capital allocator serving both individuals and families as well as institutional clients. Its advisory work spans separate account portfolio management for individuals, businesses and pooled vehicles, management for investment companies, selection of sub-advisers, and educational programs. Fee arrangements include percentage-of-AUM and fixed fees. The firm also operates in roles tied to pooled vehicle sponsorship and has CPO/CTA activity on its slate of business functions.