Zevin Asset Management, LLC
● SEC registered since 2012CRD 165269SEC# 801-77093Boston, MA
Reg. AUM
$1.02B
Employees
15
Accounts
769
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 $1 billion in regulatory assets under management and employs 15 people.
Zevin Asset Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jane Liou Li | Portfolio Manager | 5-10% | 2024 |
| Jennifer Lynne Kelley Control | Cco, Coo, Member Board Of Managers | 25-50% | 2000 |
| Philip Alberto Hergel | Senior Quantitative Analyst | 10-25% | 2008 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Zevin Asset Management, LLC manage?
Zevin Asset Management, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Zevin Asset Management, LLC have?
Zevin Asset Management, LLC reports 15 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
| Address | 2 Oliver Street, Suite 806, Boston, MA 02109 |
| Phone | 617-742-6666 |
| Fax | 617-742-6660 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1394096 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.02B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$1.02Bregulatory AUM
Discretionary $1.02BNon-discretionary $3.7M