Zevin Asset Management, LLC

RIASEC RegisteredEst. 2012

Total AUM

$1B

Discretionary

$1B

100% of AUM

Avg account

$1.3M

Accounts

769

Employees

15

Advisory reps

7

Firm details

Headquarters: Boston, Massachusetts
CRD number: 165269
Registered since: September 11, 2012
Website: www.zevin.com
Custodians: CHARLES SCHWAB & CO., INC., US BANK & TRUST
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI55.05%
Charitable Organizations36.85%
State / Municipal Government2.8%
Individuals2.49%
Other2.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Zevin Asset Management, LLC is an independent, SEC-registered RIA (registered in 2012) organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and provides financial planning along with discretionary portfolio management for individuals, small businesses, and other institutions. Fee arrangements include a percentage-of-AUM schedule alongside hourly and other billing options. Zevin reports being an active ESG investor and does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities86%
US Government Bonds11%
Cash & Cash Equivalents2%
Investment Grade Corp Bonds1%

Owners & executives

2 of 2

Jennifer Kelley
Chief Operations OfficerCRD 6011190
Steven Dray
Chief Investment OfficerCRD 2963066

Contacts

3 of 5

Philip Hergel
Senior Quantitative AnalystCRD 6011312
Sonia Kowal
PresidentCRD 6428690
Jane Li
Portfolio ManagerCRD 2928189

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 26

Active vs passive

$101M in ETFs

Passive

99%

$99.9M

Active

1%

$806K

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES 0-1 YEAR TREASURY BOND ETF (SHV)	BlackRock	Passive	Ultrashort Bond	$27M	244,953	26.84%

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Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: Suffolk
Address: 2 Oliver St
Time zone: ET (UTC-5)
Office locations

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