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| Boston Common Asset Management LLC
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| CRD # | 123558 |
| SEC # | 801-61564 |
| CIK # | 0001409427 |
| AUM | 4,171.1 M (2026-03-31) |
| Employees | 39 (54% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-720-5557 |
| Address | 200 State Street, 7th Floor Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| 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) |
|---|
| 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 |
| Clients | 11 |
| Serves | Institutional, Retail, Research |
| LEI | 25490024I00K3EFY4P69 |
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