Boston Common Asset Management LLC

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Boston Common Asset Management LLC
CRD #123558
SEC #801-61564
CIK #0001409427
AUM 4,171.1 M (2026-03-31)
Employees 39 (54% Investors, 0% Brokers)
Fees
Minimum
Phone617-720-5557
Address200 State Street, 7th Floor
Boston, MA 02109
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($B)
6.04.83.62.41.20.02001200920182027
In the News
Sat, 15 Aug 2026 Boston Common Asset Management LLC Lowers Stake in The Home Depot, Inc. $HD — MarketBeat
Sat, 15 Aug 2026 Boston Common Asset Management LLC Reduces Holdings in Bank of America Corporation $BAC — MarketBeat
Fri, 14 Aug 2026 Boston Common Asset Management LLC Makes New Investment in Hewlett Packard Enterprise Company $HPE — MarketBeat
Fees and Compensation — Form ADV Part 2A (3/31/2026) [Brochure]
Item 5: Fees and Compensation

Generally, clients are charged advisory fees based on a specified percentage
of their assets under management, assessed quarterly. “Assets under
Management” means the market value of all securities and cash over which
Boston Common has investment discretion. “Assets under Advisement”
means Licensed Model Portfolio Assets, where the assets are managed by
third-party advisers and Boston Common provides a model that the adviser
may apply. Boston Common receives a fee based on the assets in the account.

Form ADV Part 2A: Investment Adviser Brochure                          Page 11
Boston Common Asset Management, LLC

Boston Common’s current practice is generally to bill new accounts in
advance based on the client’s assets under management on the last day of the
previous calendar quarter. If an advance-bill client’s account is terminated in
the middle of a quarter, all pre-paid, but unearned fees, are returned and
Boston Common retains a pro-rated amount of fees. When a client opens an
account in the course of a quarter, the client will be charged a pro-rated fee
for the quarter based on the beginning account balance. Some of Boston
Common’s clients are billed in arrears, with the value of client assets being
determined on the last day of the quarter. If a client that is billed in arrears
terminates an account in the middle of the quarter, Boston Common will
charge the client a pro-rated fee for the days that the account was managed in
the quarter. In most instances, management fees are directly debited from the
client accounts.

In the case of certain commingled vehicles, noted below, Boston Common
pays for the administrative costs associated with the commingled vehicle,
including custody costs.

MANAGEMENT FEES

Boston Common’s standard annual asset-based fee schedule and minimum
account sizes are generally as shown below. In some cases, fees for clients
are negotiated and may vary from those stated above. Fees for some accounts
may be higher or lower than those stated in the standard fee schedule above,
depending on account size and the services to be rendered. There are also
instances where Boston Common may waive account or relationship
minimums in certain circumstances. Boston Common also manages
“courtesy accounts” for which no management fees are charged.

A.     Boston Common Separate Accounts

                       U.S. Core and Value Equity Annual Fees
                       Initial $2 Million - 0.90%
                       Next $8 Million - 0.65%
                       Next $10 Million - 0.50%
                       Next $30 Million - 0.40%
                       Balance – 0.30%

                       Minimum Client Relationship Size
                       $3 Million
                       Minimum Account Size
                       $1 Million

                       Balanced and Multi-Asset Accounts Annual Fees

Form ADV Part 2A: Investment Adviser Brochure                            Page 12
Boston Common Asset Management, LLC

                       Fees are subject to negotiation depending on account
                       structure and size.

                       International (EAFE) and Global (ACWI) Annual
                       Fees
                       Initial $10 Million - 0.90%
                       Next $10 Million - 0.70%
                       Next $30 Million - 0.50%
                       Balance – 0.40%

                       Minimum Account Size
                       $5 Million

                       International (ACWI x U.S.) Annual Fees
                       Initial $10 Million - 0.95%
                       Next $10 Million - 0.75%
                       Next $30 Million - 0.55%
                       Balance – 0.45%

                       Minimum Account Size
                       $10 Million

                       Emerging Markets (EM) Annual Fees
                       Initial $2 Million – 1.20%
                       Next $3 Million – 1.00%
                       Next $10 Million – 0.90%
                       Next $15 Million – 0.80%
                       Balance – 0.70%

                       Minimum Account Size
                       $10 Million

                       All Material Risk Investment Strategy (AMRIS)
                       Annual Fees
                             Annual Fee (does not include custody or other
                             fees and expenses)

                                       Management fee - 1.00%

                               Minimum Investment:
                                     $1,000,000

B.     Mutual Funds

Form ADV Part 2A: Investment Adviser Brochure                        Page 13
Boston Common Asset Management, LLC

                      Boston Common ESG Impact International Fund
                   (BCAIX)
                            Annual Fee (does not include custody or other
                            fees and expenses)

                                       Management fee - 0.80%

                               Minimum Investment:
                                     $10,000

                      Boston Common ESG Impact U.S. Equity Fund
                   (BCAMX)
                         Annual Fee (does not include custody or other
                         fees and expenses)
                                    Management fee - 0.75%

                           Minimum Investment:
                                    $10,000

                      Boston Common ESG Impact Emerging Markets
                   Fund (BCEMX)
                            Annual Fee (does not include custody or other
                            fees and expenses)

                                       Management fee - 0.85%

                               Minimum Investment:
                                     $10,000

C.     Private Commingled Strategies

                       Directly Managed

                       a. Boston Common International Equity
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2026) [Brochure]
Item 7: Types of Clients

Boston Common provides investment advisory services to pension and profit
sharing plans, high net worth individuals, charitable organizations, state and
local entities, taxable and tax-exempt institutional clients, private
commingled vehicles and mutual funds.
Boston Common has established account minimums for individually
managed client accounts and its various investment vehicles. Please refer to
the fee tables in Item 5. The firm may, however, waive the minimums at its
discretion, based on, but not limited to, such factors as a pre-existing
relationship with the client, the potential for additional growth or
contributions to the account, or for specific products.

Form ADV Part 2A: Investment Adviser Brochure                              Page 18
Boston Common Asset Management, LLC
Sector Form 13F Holdings Value ($B)
Taiwan Semiconductor Manufacturing Co Ltd 0.1
Nvidia Corp 0.1
Apple Inc 0.1
Microsoft Corp 0.1
Alphabet Inc 0.0
Broadcom Inc 0.0
Alphabet Inc 0.0
Netflix Inc 0.0
Visa Inc 0.0
Morgan Stanley 0.0
View All
Holdings by Sector ($B)
4.03.22.41.60.80.02011201620212027
Type Form D Funds Date Sold AUM
Other Boston Common Catholic Emerging Markets Funds LLC [2021-03-31] 26.7 M 30.7 M
Offered $80,000,000 · Filed 2020-11-16 (D) · Exemption 506(b) · Minimum $100 · Remaining $53,296,909 · Duration One year or less · Revenue Decline to Disclose
Other Boston Common US Community Investing Index Fund LLC [2021-02-14] 6.5 M 34.0 M
Offered $80,000,000 · Filed 2021-11-09 (D) · Exemption 506(b) · Minimum $100 · Remaining $73,500,000 · Duration One year or less · Revenue Decline to Disclose
Other Boston Common Global Impact Fund LLC [2016-03-30] 10.0 M 13.7 M
Offered $20,000,000 · Filed 2015-06-15 (D) · Exemption 506(b) · Minimum $10 · Remaining $10,000,000 · Duration One year or less · Revenue Decline to Disclose
Other Boston Common Sustainable Emerging Markets Fund LLC [2015-03-30] 23.1 M 41.7 M
Offered $50,000,000 · Filed 2020-07-10 (D) · Exemption 506(b) · Minimum $1,000 · Remaining $26,900,000 · Duration One year or less · Revenue Decline to Disclose
Other Boston Common International Sustainable Climate Fund LLC [2014-03-28] 0.0 M 187.3 M
Offered $80,000,000 · Filed 2023-01-10 (D) · Exemption 506(b) · Minimum $10,000 · Remaining $79,990,000 · Duration One year or less · Revenue Decline to Disclose
Other Boston Common All Country International Fund LLC [2013-03-27] 0.4 M 24.1 M
Offered $10,000,000 · Filed 2016-11-10 (D) · Exemption 506(b) · Minimum $100 · Remaining $9,560,000 · Duration One year or less · Revenue Decline to Disclose
Other Boston Common International Catholic Sri Fund LLC [2012-03-29] 22.2 M 507.2 M
Offered $80,000,000 · Filed 2019-12-11 (D) · Exemption 506(b) · Minimum $100 · Remaining $57,758,400 · Duration One year or less · Revenue Decline to Disclose
Other Boston Common International Catholic Sri Growth Fund LLC [2012-03-29] 21.5 M 79.1 M
Offered $75,000,000 · Filed 2010-01-19 (D) · Exemption 506 · Minimum $1,000,000 · Remaining $53,500,000 · Duration One year or less · Revenue Decline to Disclose
Other Boston Common International Catholic Sri Value Fund LLC [2012-03-29] 35.2 M 76.6 M
Offered $35,172,884 · Filed 2011-09-28 (D/A) · Exemption 506 · Minimum $1,000,000 · Duration One year or less · Revenue Decline to Disclose
Other Boston Common International Social Fund LLC [2012-03-29] 0.8 M 330.3 M
Offered $20,000,000 · Filed 2017-11-07 (D) · Exemption 506(b) · Minimum $100 · Remaining $19,150,000 · Duration One year or less · Revenue Decline to Disclose
View All
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 245 0.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 5 1.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 8 1.5
(g) Pension and profit sharing plans 6 0.1
(h) Charitable organizations 73 0.6
(i) State or municipal government entities 2 0.3
(j) Other investment advisers 0 0.0
(k) Insurance companies 1 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 3 0.0
(n) Other 0 0.0
Total 343 4.2
By Discretionary
Discretionary 343 4.2
Non-Discretionary 0 0.0
Total 343 4.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.2
Total 343 4.2
Form D Directors Role # Filings # Firms 2011 - 2026
Boston Common Asset Management LLC Promoter 132 2
Geeta Aiyer Executive Officer 131 2
Matthew Zalosh Executive Officer 118 2
Nancy Spady Executive Officer 104 2
Steven Heim Executive Officer 82 2
Allyson McDonald Executive Officer 38 2
Lauren Compere Executive Officer 12 2
EDGAR Form CIK 2011 - 2026
13F-HR [0001409427]
Firm Profile (Form ADV)
Discretionary AUM$1.5B
Clients11
ServesInstitutional, Retail, Research
LEI25490024I00K3EFY4P69
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