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| Zevin Asset Management LLC
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|---|---|
| CRD # | 165269 |
| SEC # | 801-77093 |
| CIK # | 0001394096 |
| AUM | 1,020.4 M (2026-03-26) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 617-742-6666 |
| Address | 2 Oliver Street Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 31.3 | ||
| Alphabet Inc | 28.3 | ||
| Nvidia Corp | 28.1 | ||
| TJX Companies Inc /DE/ | 27.5 | ||
| Microsoft Corp | 27.2 | ||
| MercadoLibre Inc | 26.6 | ||
| Visa Inc | 26.5 | ||
| Costco Wholesale Corp /NEW | 24.6 | ||
| Amazon Com Inc | 23.5 | ||
| AbbVie Inc | 17.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 25.4 |
| (b) Individuals (high net worth individuals) | 451 | 561.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 5.3 |
| (h) Charitable organizations | 66 | 376.0 |
| (i) State or municipal government entities | 0 | 28.6 |
| (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 | 123 | 23.3 |
| Total | 769 | 1,020.4 |
| By Discretionary | ||
| Discretionary | 767 | 1,016.6 |
| Non-Discretionary | 2 | 3.7 |
| Total | 769 | 1,020.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 1,018.7 | |
| Total | 769 | 1,020.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001394096] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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|---|---|---|
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