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| Boston Common Asset Management LLC
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|---|---|
| CRD # | 123558 |
| SEC # | 801-61564 |
| CIK # | 0001409427 |
| AUM | $4.5 BB (2024-03-27) |
| Employees | 48 (48% Investors, 0% Brokers) |
| Phone | 617-720-5557 |
| Address | 200 State Street, 7th Floor Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| TSM | 437.4 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| REGN | 65.3 | 0.0 | |
| WAB | 15.3 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Boston Common Catholic Emerging Markets Funds LLC | [2021-03-31] | 0.7 | 58.4 |
| Other | Boston Common US Community Investing Index Fund LLC | [2021-02-14] | 6.5 | 34.0 |
| Other | Boston Common Global Impact Fund LLC | [2016-03-30] | 10.0 | 16.8 |
| Other | Boston Common Sustainable Emerging Markets Fund LLC | [2015-03-30] | 2.6 | 56.2 |
| Other | Boston Common International Sustainable Climate Fund LLC | [2014-03-28] | 0.0 | 245.5 |
| Other | Boston Common All Country International Fund LLC | [2013-03-27] | 1.4 | 24.1 |
| Other | Boston Common International Catholic Sri Fund LLC | [2012-03-29] | 36.3 | 673.0 |
| Other | Boston Common International Catholic Sri Growth Fund LLC | [2012-03-29] | 35.2 | 79.1 |
| Other | Boston Common International Catholic Sri Value Fund LLC | [2012-03-29] | 21.5 | 76.6 |
| Other | Boston Common International Social Fund LLC | [2012-03-29] | 1.6 | 370.5 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 291 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 6 | 1.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 10 | 1.7 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 84 | 0.6 |
| (i) State or municipal government entities | 0 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 403 | 4.6 |
| By Discretionary | ||
| Discretionary | 403 | 4.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 403 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 403 | 4.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Boston Common Asset Management LLC | 126 | ||
| Geeta Aiyer | 125 | ||
| Matthew Zalosh | 112 | ||
| Nancy Spady | 104 | ||
| Steven Heim | 82 | ||
| Allyson McDonald | 38 | ||
| Lauren Compere | 12 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001409427] |
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