ZEVIN ASSET MANAGEMENT, LLC
Legal name: ZEVIN ASSET MANAGEMENT, INC.
CRD #108151 SEC #801-55158 BOSTON, MA 617-742-6666
SEC Registered
Total AUM
$321.4M
Discretionary
$292.5M
Employees
6
Clients
--
Accounts
297
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 2, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LOVELL, BENJAMIN, CROCKER | I | VICE PRESIDENT | NA | |
| LOVELL, BENJAMIN, CROCKER | I | VICE PRESIDENT | NA | |
| LOVELL, BENJAMIN, CROCKER | I | CHIEF COMPLIANCE OFFICER | NA | |
| LOVELL, BENJAMIN, CROCKER | I | VICE PRESIDENT | NA | |
| LOVELL, BENJAMIN, CROCKER | I | CHIEF COMPLIANCE OFFICER | NA | |
| LOVELL, BENJAMIN, CROCKER | I | VICE PRESIDENT | NA | |
| LOVELL, BENJAMIN, CROCKER | I | CHIEF COMPLIANCE OFFICER | NA | |
| LOVELL, BENJAMIN, CROCKER | I | VICE PRESIDENT | NA | |
| LOVELL, BENJAMIN, CROCKER | I | VICE PRESIDENT | NA | |
| LOVELL, BENJAMIN, CROCKER | I | VICE PRESIDENT | NA | |
| LOVELL, BENJAMIN, CROCKER | I | CHIEF COMPLIANCE OFFICER | NA | |
| LOVELL, BENJAMIN, CROCKER | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZEVIN, ROBERT, BROOKE | I | CHAIRMAN | NA | Control |
| ZEVIN, ROBERT, BROOKE | I | PRESIDENT | E | Control |
| ZEVIN, ROBERT, BROOKE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| ZEVIN, ROBERT, BROOKE | I | PRESIDENT | E | Control |
| ZEVIN, ROBERT, BROOKE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| ZEVIN, ROBERT, BROOKE | I | PRESIDENT | E | Control |
| ZEVIN, ROBERT, BROOKE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| ZEVIN, ROBERT, BROOKE | I | PRESIDENT | E | Control |
| ZEVIN, ROBERT, BROOKE | I | PRESIDENT | E | Control |
| ZEVIN, ROBERT, BROOKE | I | PRESIDENT | E | Control |
| ZEVIN, ROBERT, BROOKE | I | PRESIDENT | E | Control |
| ZEVIN, ROBERT, BROOKE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| ZEVIN, ROBERT, BROOKE | I | PRESIDENT | E | Control |
| ZEVIN, ROBERT, BROOKE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| ZEVIN, ROBERT, BROOKE | I | PRESIDENT | E | Control |
| ZEVIN, ROBERT, BROOKE | I | PRESIDENT | E | Control |
| ZEVIN, ROBERT, BROOKE | I | CHAIRMAN, CHIEF INVESTMENT OFFICER, MEMBER OF ELECTED BOARD OF MANAGERS , OWNER OF 100% OF PREFERRED MEMBERSHIP UNITS | E | Control |
| KELLEY, JENNIFER, LYNNE | I | CHIEF OPERATIONS MANAGER, MEMBER; BOARD OF MANAGERS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CHIEF OPERATIONS MANAGER, MEMBER OF ELECTED BOARD OF MANAGERS, OWNER OF 36% OF COMMON MEMBERSHIP UNITS | C | Control |
| LOVELL, BENJAMIN, CROCKER | I | PRESIDENT | C | Control |
| LOVELL, BENJAMIN, CROCKER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBER OF ELECTED BOARD OF MANAGERS, HOLDS 31% OF THE COMMON MEMBERSHIP UNITS | C | Control |
| FAIRBANKS, AMBER | I | SENIOR SECURITIES ANALYST | B | |
| FAIRBANKS, AMBER, LYNN | I | SENIOR SECURITIES ANALYST, MEMBER OWNING 13% OF COMMON MEMBERSHIP UNITS | B | |
| HERGEL, PHILIP | I | QUANTITATIVE ANALYST | A | |
| HERGEL, PHILIP, ALBERTO | I | QUANTITATIVE ANALYST, MEMBER OWNING 8% OF THE COMMON MEMBERSHIP UNITS | A | |
| THORN, DANIEL | I | SENIOR SECURITIES ANALYST | A | |
| THORN, DANIEL, LUKE | I | SENIOR SECURITIES ANALYST, MEMBER OWNING 8% OF COMMON MEMBERHSIP UNITS | A |
Registrations
Federal
IA
Mar 2, 2012 REGISTERED
Notice Filings (6)
CA MA ME NH NY TX
Address
50 CONGRESS STREETSUITE 1040
BOSTON, MA 02109
United States
Phone: 617-742-6666