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| Happy Holidays!! thanks for using AUM13F!! |
| Zevin Asset Management LLC
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| CRD # | 165269 |
| SEC # | 801-77093 |
| CIK # | 0001394096 |
| AUM | $892.9 M (2025-03-31) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Phone | 617-742-6666 |
| Address | 2 Oliver Street Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001394096 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| National Grid PLC | 5.4 | ||
| Novo Nordisk A S | 5.2 | ||
| Expeditors International of Washington Inc | 1.7 | ||
| Abbott Laboratories | 1.3 | ||
| Procter & Gamble Co | 1.0 | ||
| Amgen Inc | 0.8 | ||
| Applied Materials Inc /DE | 0.7 | ||
| Wal Mart Stores Inc | 0.7 | ||
| McDonalds Corp | 0.5 | ||
| Gilead Sciences Inc | 0.4 | ||
| Merck & Co Inc | 0.4 | ||
| Pfizer Inc | 0.4 | ||
| 3M Co | 0.4 | ||
| Netflix Inc | 0.4 | ||
| PepsiCo Inc | 0.4 | ||
| Exxon Mobil Corp | 0.3 | ||
| J P Morgan Chase & Co | 0.3 | ||
| Cisco Systems Inc | 0.3 | ||
| Kellogg Co | 0.3 | ||
| AllianceBernstein Holding LP | 0.3 | ||
| Telefonica S A | 0.3 | ||
| Grainger W W Inc | 0.3 | ||
| Coca Cola Co | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 24.3 |
| (b) Individuals (high net worth individuals) | 170 | 461.5 |
| (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 | 0 | 55.5 |
| (h) Charitable organizations | 41 | 323.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 120 | 28.3 |
| Total | 745 | 892.9 |
| By Discretionary | ||
| Discretionary | 743 | 889.5 |
| Non-Discretionary | 2 | 3.4 |
| Total | 745 | 892.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 890.8 | |
| Total | 745 | 892.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001394096] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nippon Value Investors KK
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|
0.9 | |
|
The Mosaic Financial Group LLC
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|
IL | 0.9 |
|
Vantage Wealth Management LLC
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CA | 0.9 |
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Dean Investment Associates LLC
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OH | 0.9 |
|
Pathway Financial Advisors LLC
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VT | 0.9 |
|
Weaver Consulting Group LLC
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CA | 0.9 |
|
GFG Capital LLC
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|
FL | 0.9 |
|
Apollon Financial LLC
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|
SC | 0.9 |
|
Secure Asset Management LLC
✚
|
MI | 0.9 |
|
Waterfront Wealth Inc
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|
KS | 0.9 |