ZEVIN ASSET MANAGEMENT, LLC
SEC RegisteredWe are Investors on a Mission
About the firm
Zevin Asset Management is an investment manager with a global focus that integrates sustainability into professional active investment management for clients including individuals, families, foundations, religious institutions, and non-profits. Since its founding in 1997, the firm has distinguished itself with expertise in socially responsible investing and a more than 25-year track record. The firm is a Certified B Corporation and a 100% employee-owned, majority women-owned firm.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized, separately managed accounts of active equity and fixed-income allocations that seek capital appreciation, with ESG analysis integrated into the investment process, and direct shareholder advocacy with companies on clients' behalf.
Who they serve
Individuals, families, foundations, religious institutions, non-profits, institutions, and advisors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 107 | $25M |
| High Net Worth Individuals | 451 | $562M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 21 | $5.3M |
| State/Municipal Entities | 66 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ZEVIN ASSET MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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