ZEVIN ASSET MANAGEMENT, LLC
CRD #165269 SEC #801-77093 BOSTON, MA 617-742-6666
SEC Registered
Total AUM
$892.9M
Discretionary
$889.5M
Employees
14
Clients
51
Accounts
745
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $892.9M | $889.5M | $3.4M | 14 | 0 |
| Mar 2025 | $892.9M | $889.5M | $3.4M | 14 | 0 |
| Mar 2024 | $787.8M | $784.7M | $3.1M | 14 | 0 |
| Mar 2023 | $671.5M | $668.5M | $3M | 12 | 0 |
| Mar 2022 | $783M | $776.5M | $6.5M | 12 | 0 |
| Mar 2021 | $631.8M | $625.7M | $6.1M | 10 | 0 |
| Jul 2020 | $526.2M | $519.4M | $6.8M | 10 | 0 |
| Jun 2020 | $526.2M | $519.4M | $6.8M | 10 | 0 |
| May 2020 | $526.2M | $519.4M | $6.8M | 10 | 0 |
| Mar 2020 | $526.2M | $519.4M | $6.8M | 10 | 0 |
| Oct 2019 | $451.9M | $445.9M | $6.1M | 10 | 0 |
| Sep 2019 | $451.9M | $445.9M | $6.1M | 10 | 0 |
| Mar 2019 | $451.9M | $445.9M | $6.1M | 10 | 0 |
| Oct 2018 | $595.5M | $547.5M | $48M | 13 | 0 |
| Jun 2018 | $595.5M | $547.5M | $48M | 13 | 0 |
| Mar 2018 | $595.5M | $547.5M | $48M | 13 | 0 |
| Jul 2017 | $554.4M | $519.8M | $34.6M | 12 | 500 |
| May 2017 | $554.4M | $519.8M | $34.6M | 12 | 500 |
| Apr 2017 | $554.4M | $519.8M | $34.6M | 12 | 500 |
| Mar 2017 | $554.4M | $519.8M | $34.6M | 12 | 500 |
| May 2016 | $584.7M | $551.4M | $33.4M | 12 | 300 |
| Mar 2016 | $584.7M | $551.4M | $33.4M | 12 | 300 |
| Oct 2015 | $549M | $513.6M | $35.4M | 9 | 300 |
| Apr 2015 | $549M | $513.6M | $35.4M | 9 | 300 |
| Dec 2014 | $480.4M | $445.6M | $34.8M | 8 | 300 |
| Apr 2014 | $480.4M | $445.6M | $34.8M | 8 | 300 |
| Apr 2013 | $394.2M | $361.7M | $32.4M | 7 | 200 |
| Jan 2013 | $372.3M | $341.3M | $31M | 7 | 200 |
| Aug 2012 | $372.3M | $341.3M | $31M | -- | 200 |
DateOct 2025
Total AUM$892.9M
Discretionary$889.5M
Non-Disc.$3.4M
Employees14
Clients0
DateMar 2025
Total AUM$892.9M
Discretionary$889.5M
Non-Disc.$3.4M
Employees14
Clients0
DateMar 2024
Total AUM$787.8M
Discretionary$784.7M
Non-Disc.$3.1M
Employees14
Clients0
DateMar 2023
Total AUM$671.5M
Discretionary$668.5M
Non-Disc.$3M
Employees12
Clients0
DateMar 2022
Total AUM$783M
Discretionary$776.5M
Non-Disc.$6.5M
Employees12
Clients0
DateMar 2021
Total AUM$631.8M
Discretionary$625.7M
Non-Disc.$6.1M
Employees10
Clients0
DateJul 2020
Total AUM$526.2M
Discretionary$519.4M
Non-Disc.$6.8M
Employees10
Clients0
DateJun 2020
Total AUM$526.2M
Discretionary$519.4M
Non-Disc.$6.8M
Employees10
Clients0
DateMay 2020
Total AUM$526.2M
Discretionary$519.4M
Non-Disc.$6.8M
Employees10
Clients0
DateMar 2020
Total AUM$526.2M
Discretionary$519.4M
Non-Disc.$6.8M
Employees10
Clients0
DateOct 2019
Total AUM$451.9M
Discretionary$445.9M
Non-Disc.$6.1M
Employees10
Clients0
DateSep 2019
Total AUM$451.9M
Discretionary$445.9M
Non-Disc.$6.1M
Employees10
Clients0
DateMar 2019
Total AUM$451.9M
Discretionary$445.9M
Non-Disc.$6.1M
Employees10
Clients0
DateOct 2018
Total AUM$595.5M
Discretionary$547.5M
Non-Disc.$48M
Employees13
Clients0
DateJun 2018
Total AUM$595.5M
Discretionary$547.5M
Non-Disc.$48M
Employees13
Clients0
DateMar 2018
Total AUM$595.5M
Discretionary$547.5M
Non-Disc.$48M
Employees13
Clients0
DateJul 2017
Total AUM$554.4M
Discretionary$519.8M
Non-Disc.$34.6M
Employees12
Clients500
DateMay 2017
Total AUM$554.4M
Discretionary$519.8M
Non-Disc.$34.6M
Employees12
Clients500
DateApr 2017
Total AUM$554.4M
Discretionary$519.8M
Non-Disc.$34.6M
Employees12
Clients500
DateMar 2017
Total AUM$554.4M
Discretionary$519.8M
Non-Disc.$34.6M
Employees12
Clients500
DateMay 2016
Total AUM$584.7M
Discretionary$551.4M
Non-Disc.$33.4M
Employees12
Clients300
DateMar 2016
Total AUM$584.7M
Discretionary$551.4M
Non-Disc.$33.4M
Employees12
Clients300
DateOct 2015
Total AUM$549M
Discretionary$513.6M
Non-Disc.$35.4M
Employees9
Clients300
DateApr 2015
Total AUM$549M
Discretionary$513.6M
Non-Disc.$35.4M
Employees9
Clients300
DateDec 2014
Total AUM$480.4M
Discretionary$445.6M
Non-Disc.$34.8M
Employees8
Clients300
DateApr 2014
Total AUM$480.4M
Discretionary$445.6M
Non-Disc.$34.8M
Employees8
Clients300
DateApr 2013
Total AUM$394.2M
Discretionary$361.7M
Non-Disc.$32.4M
Employees7
Clients200
DateJan 2013
Total AUM$372.3M
Discretionary$341.3M
Non-Disc.$31M
Employees7
Clients200
DateAug 2012
Total AUM$372.3M
Discretionary$341.3M
Non-Disc.$31M
Employees--
Clients200