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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DRAY, STEVEN, ANDREW | I | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | NA | Control |
| DRAY, STEVEN, ANDREW | I | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | NA | Control |
| DRAY, STEVEN, ANDREW | I | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | NA | Control |
| DRAY, STEVEN, ANDREW | I | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | NA | Control |
| DRAY, STEVEN, ANDREW | I | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | NA | Control |
| ZEVIN, ROBERT, BROOKE | I | CHAIRMAN, FOUNDER, CIO, MEMBER OF ELECTED BOARD OF MGRS, OWNER OF 100% PREFERRED PARTNERSHIP UNITS | NA | Control |
| ZEVIN, ROBERT, BROOKE | I | CHAIRMAN, FOUNDER, CIO, MEMBER OF ELECTED BOARD OF MGRS, OWNER OF 100% PREFERRED PARTNERSHIP UNITS | NA | Control |
| ZEVIN, ROBERT, BROOKE | I | CHAIRMAN, FOUNDER, CIO, MEMBER OF ELECTED BOARD OF MGRS, OWNER OF 100% PREFERRED PARTNERSHIP UNITS | NA | Control |
| ZEVIN, ROBERT, BROOKE | I | CHAIRMAN, FOUNDER, CIO, MEMBER OF ELECTED BOARD OF MGRS, OWNER OF 100% PREFERRED PARTNERSHIP UNITS | NA | Control |
| ZEVIN, ROBERT, BROOKE | I | CHAIRMAN, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | NA | Control |
| ZEVIN, ROBERT, BROOKE | I | CHAIRMAN, FOUNDER, CIO, MEMBER OF ELECTED BOARD OF MGRS | NA | Control |
| ZEVIN, ROBERT, BROOKE | I | CHAIRMAN, FOUNDER, CIO, MEMBER OF ELECTED BOARD OF MGRS, OWNER OF 100% PREFERRED PARTNERSHIP UNITS | NA | Control |
| ZEVIN, ROBERT, BROOKE | I | CHAIRMAN, FOUNDER, CIO, MEMBER OF ELECTED BOARD OF MGRS, OWNER OF 100% PREFERRED PARTNERSHIP UNITS | E | Control |
| ZEVIN, ROBERT, BROOKE | I | CHAIRMAN, FOUNDER, CIO, MEMBER OF ELECTED BOARD OF MGRS, OWNER OF 100% PREFERRED PARTNERSHIP UNITS | E | Control |
| ZEVIN, ROBERT, BROOKE | I | CHAIRMAN, FOUNDER, CIO, MEMBER OF ELECTED BOARD OF MGRS, OWNER OF 100% PREFERRED PARTNERSHIP UNITS | E | Control |
| ZEVIN, ROBERT, BROOKE | I | CHAIRMAN, FOUNDER, CIO, MEMBER OF ELECTED BOARD OF MGRS, OWNER OF 100% PREFERRED PARTNERSHIP UNITS | E | Control |
| ZEVIN, ROBERT, BROOKE | I | CHAIRMAN, FOUNDER, CIO, MEMBER OF ELECTED BOARD OF MGRS, OWNER OF 100% PREFERRED PARTNERSHIP UNITS | E | Control |
| ZEVIN, ROBERT, BROOKE | I | CHAIRMAN, FOUNDER, CIO, MEMBER OF ELECTED BOARD OF MGRS, OWNER OF 100% PREFERRED PARTNERSHIP UNITS | E | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 30% OF COMMON PARTNERSHIP UNITS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | OPERATIONS MANAGER, MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 36% OF COMMON PARTNERSHIP UNITS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 30% OF COMMON PARTNERSHIP UNITS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | OPERATIONS MANAGER, MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 36% OF COMMON PARTNERSHIP UNITS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 30% OF COMMON PARTNERSHIP UNITS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | OPERATIONS MANAGER, MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 36% OF COMMON PARTNERSHIP UNITS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | OPERATIONS MANAGER, MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 36% OF COMMON PARTNERSHIP UNITS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 30% OF COMMON PARTNERSHIP UNITS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 30% OF COMMON PARTNERSHIP UNITS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 27.9% OF COMMON PARTNERSHIP UNITS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER BOARD OF MANAGERS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 27.9% OF COMMON PARTNERSHIP UNITS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 30% OF COMMON PARTNERSHIP UNITS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER BOARD OF MANAGERS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER BOARD OF MANAGERS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER BOARD OF MANAGERS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER BOARD OF MANAGERS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER BOARD OF MANAGERS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER BOARD OF MANAGERS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER BOARD OF MANAGERS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER BOARD OF MANAGERS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER BOARD OF MANAGERS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER BOARD OF MANAGERS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER BOARD OF MANAGERS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER BOARD OF MANAGERS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER BOARD OF MANAGERS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER BOARD OF MANAGERS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER BOARD OF MANAGERS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER BOARD OF MANAGERS | C | Control |
| KELLEY, JENNIFER, LYNNE | I | CCO, COO, MEMBER BOARD OF MANAGERS | C | Control |
| LOVELL, BENJAMIN, CROCKER | I | MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 26.5% COMMON PARNERSHIP UNITS | C | Control |
| LOVELL, BENJAMIN, CROCKER | I | PRESIDENT, CCO, MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 31% COMMON PARNERSHIP UNITS | C | Control |
| LOVELL, BENJAMIN, CROCKER | I | MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 26.5% COMMON PARNERSHIP UNITS | C | Control |
| LOVELL, BENJAMIN, CROCKER | I | PRESIDENT, CCO, MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 31% COMMON PARNERSHIP UNITS | C | Control |
| LOVELL, BENJAMIN, CROCKER | I | MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 26% COMMON PARNERSHIP UNITS | C | Control |
| LOVELL, BENJAMIN, CROCKER | I | PRESIDENT, CCO, MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 31% COMMON PARNERSHIP UNITS | C | Control |
| LOVELL, BENJAMIN, CROCKER | I | PRESIDENT, CCO, MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 31% COMMON PARNERSHIP UNITS | C | Control |
| LOVELL, BENJAMIN, CROCKER | I | MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 26.5% COMMON PARNERSHIP UNITS | C | Control |
| LOVELL, BENJAMIN, CROCKER | I | MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 26.5% COMMON PARNERSHIP UNITS | C | Control |
| LOVELL, BENJAMIN, CROCKER | I | MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 26.3% COMMON PARNERSHIP UNITS | C | Control |
| LOVELL, BENJAMIN, CROCKER | I | MEMBER BOARD OF MANAGERS, SENIOR PORTFOLIO MANAGER | C | Control |
| LOVELL, BENJAMIN, CROCKER | I | MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 26.3% COMMON PARNERSHIP UNITS | C | Control |
| LOVELL, BENJAMIN, CROCKER | I | MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 26.5% COMMON PARNERSHIP UNITS | C | Control |
| LOVELL, BENJAMIN, CROCKER | I | MEMBER BOARD OF MANAGERS, SENIOR PORTFOLIO MANAGER | C | Control |
| LOVELL, BENJAMIN, CROCKER | I | MEMBER BOARD OF MANAGERS, SENIOR PORTFOLIO MANAGER | C | Control |
| LOVELL, BENJAMIN, CROCKER | I | MEMBER BOARD OF MANAGERS, SENIOR PORTFOLIO MANAGER | C | Control |
| LOVELL, BENJAMIN, CROCKER | I | MEMBER | C | Control |
| DRAY, STEVEN, ANDREW | I | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | B | Control |
| DRAY, STEVEN, ANDREW | I | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | B | Control |
| DRAY, STEVEN, ANDREW | I | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | B | Control |
| DRAY, STEVEN, ANDREW | I | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | B | Control |
| DRAY, STEVEN, ANDREW | I | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | B | Control |
| FAIRBANKS, AMBER, LYNN | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 12.5% COMMON PARTNERSHIP UNITS | B | |
| FAIRBANKS, AMBER, LYNN | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 13% COMMON PARTNERSHIP UNITS | B | |
| FAIRBANKS, AMBER, LYNN | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 12.5% COMMON PARTNERSHIP UNITS | B | |
| FAIRBANKS, AMBER, LYNN | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 13% COMMON PARTNERSHIP UNITS | B | |
| FAIRBANKS, AMBER, LYNN | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 12% COMMON PARTNERSHIP UNITS | B | |
| FAIRBANKS, AMBER, LYNN | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 13% COMMON PARTNERSHIP UNITS | B | |
| FAIRBANKS, AMBER, LYNN | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 13% COMMON PARTNERSHIP UNITS | B | |
| FAIRBANKS, AMBER, LYNN | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 12.5% COMMON PARTNERSHIP UNITS | B | |
| FAIRBANKS, AMBER, LYNN | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 12.5% COMMON PARTNERSHIP UNITS | B | |
| FAIRBANKS, AMBER, LYNN | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 14.2% COMMON PARTNERSHIP UNITS | B | |
| FAIRBANKS, AMBER, LYNN | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER | B | |
| FAIRBANKS, AMBER, LYNN | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 14.2% COMMON PARTNERSHIP UNITS | B | |
| FAIRBANKS, AMBER, LYNN | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 12.5% COMMON PARTNERSHIP UNITS | B | |
| FAIRBANKS, AMBER, LYNN | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER | B | |
| FAIRBANKS, AMBER, LYNN | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER | B | |
| FAIRBANKS, AMBER, LYNN | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST, OWNER OF 10.5% COMMON PARTNERSHIP UNITS | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST, OWNER OF 10.5% COMMON PARTNERSHIP UNITS | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST, OWNER OF 10.5% COMMON PARTNERSHIP UNITS | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST, OWNER OF 10.5% COMMON PARTNERSHIP UNITS | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST, OWNER OF 13.7% COMMON PARTNERSHIP UNITS | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST, OWNER OF 13.7% COMMON PARTNERSHIP UNITS | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST, OWNER OF 10.5% COMMON PARTNERSHIP UNITS | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST | B | |
| HERGEL, PHILIP, ALBERTO | I | SENIOR QUANTITATIVE ANALYST | B | |
| KOWAL, SONIA, CARISSA | I | PRESIDENT, OWNER 10% COMMON PARTNERSHIP UNITS | B | |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, OWNER 10% COMMON PARTNERSHIP UNITS | B | |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, OWNER 10% COMMON PARTNERSHIP UNITS | B | |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, OWNER 10% COMMON PARTNERSHIP UNITS | B | |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, OWNER 13.2% COMMON PARTNERSHIP UNITS | B | |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, MEMBER BOARD OF MANAGERS | B | |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, OWNER 13.2% COMMON PARTNERSHIP UNITS | B | |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, OWNER 10% COMMON PARTNERSHIP UNITS | B | |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, MEMBER BOARD OF MANAGERS | B | Control |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, MEMBER BOARD OF MANAGERS | B | Control |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, MEMBER BOARD OF MANAGERS | B | Control |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, MEMBER BOARD OF MANAGERS | B | Control |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, MEMBER BOARD OF MANAGERS | B | Control |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, MEMBER BOARD OF MANAGERS | B | Control |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, MEMBER BOARD OF MANAGERS | B | Control |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, MEMBER BOARD OF MANAGERS | B | Control |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, MEMBER BOARD OF MANAGERS | B | Control |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, MEMBER BOARD OF MANAGERS | B | Control |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, MEMBER BOARD OF MANAGERS | B | Control |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, MEMBER BOARD OF MANAGERS | B | Control |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, MEMBER BOARD OF MANAGERS | B | Control |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, MEMBER BOARD OF MANAGERS | B | Control |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, MEMBER BOARD OF MANAGERS | B | Control |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, MEMBER BOARD OF MANAGERS | B | Control |
| KOWAL, SONIA, LARISSA | I | PRESIDENT, MEMBER BOARD OF MANAGERS | B | Control |
| THORN, DANIEL, LUKE | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 10.5% COMMON PARTNERSHIP UNITS | B | |
| THORN, DANIEL, LUKE | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 10.5% COMMON PARTNERSHIP UNITS | B | |
| THORN, DANIEL, LUKE | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 10.5% COMMON PARTNERSHIP UNITS | B | |
| THORN, DANIEL, LUKE | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 10.5% COMMON PARTNERSHIP UNITS | B | |
| THORN, DANIEL, LUKE | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 10.5% COMMON PARTNERSHIP UNITS | B | |
| DRAY, STEVEN, ANDREW | I | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | A | Control |
| DRAY, STEVEN, ANDREW | I | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | A | Control |
| DRAY, STEVEN, ANDREW | I | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | A | Control |
| DRAY, STEVEN, ANDREW | I | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | A | Control |
| DRAY, STEVEN, ANDREW | I | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | A | Control |
| DRAY, STEVEN, ANDREW | I | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | A | Control |
| DRAY, STEVEN, ANDREW | I | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | A | Control |
| DRAY, STEVEN, ANDREW | I | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | A | Control |
| HERGEL, PHILIP, ALBERTO | I | QUANTITATIVE ANALYST, OWNER OF 8% COMMON PARTNERSHIP UNITS | A | |
| HERGEL, PHILIP, ALBERTO | I | QUANTITATIVE ANALYST, OWNER OF 8% COMMON PARTNERSHIP UNITS | A | |
| HERGEL, PHILIP, ALBERTO | I | QUANTITATIVE ANALYST, OWNER OF 10% COMMON PARTNERSHIP UNITS | A | |
| HERGEL, PHILIP, ALBERTO | I | QUANTITATIVE ANALYST, OWNER OF 8% COMMON PARTNERSHIP UNITS | A | |
| HERGEL, PHILIP, ALBERTO | I | QUANTITATIVE ANALYST, OWNER OF 8% COMMON PARTNERSHIP UNITS | A | |
| KOWAL, SONIA, CARISSA | I | PRESIDENT, OWNER 9% COMMON PARTNERSHIP UNITS | A | |
| LI, JANE, LIOU | I | PORTFOLIO MANAGER | A | |
| LI, JANE, LIOU | I | PORTFOLIO MANAGER | A | |
| LI, JANE, LIOU | I | PORTFOLIO MANAGER | A | |
| THORN, DANIEL, LUKE | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 8% COMMON PARTNERSHIP UNITS | A | |
| THORN, DANIEL, LUKE | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 8% COMMON PARTNERSHIP UNITS | A | |
| THORN, DANIEL, LUKE | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 10% COMMON PARTNERSHIP UNITS | A | |
| THORN, DANIEL, LUKE | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 8% COMMON PARTNERSHIP UNITS | A | |
| THORN, DANIEL, LUKE | I | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 8% COMMON PARTNERSHIP UNITS | A | |
| ZARLE, STIG, ERIC | I | SENIOR SECURITIES ANALYST | A | |
| ZARLE, STIG, ERIC | I | SENIOR SECURITIES ANALYST | A |
Registrations
Federal
IA
Oct 23, 2025 REGISTERED
Notice Filings (17)
CA CO CT FL IL LA MA MD ME MN NH NY OH PA TX VT WA
Address
2 OLIVER STREETSUITE 806
BOSTON, MA 02109
United States
Phone: 617-742-6666