Zevin Asset Management is an investment advisor in Boston with $782.98 mm assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Former names
Robert Brooke Zevin Associates, Inc.
SEC CIK
IRS number
274484197
SEC advisor number
801-77093
FINRA CRD number
165269
AUM ?
$787.81 mm
(as of 26 Mar 24)
Accounts
640
(as of 26 Mar 24)
Employees
14
(9 investment advisory or research)
Address
Zevin Asset Management
2 OLIVER STREET
SUITE 806
BOSTON
MA 02109
2 OLIVER STREET
SUITE 806
BOSTON
MA 02109
Phone
6177426666
Latest filings (excl ownership)
PX14A6G
Letter to shareholders
4 May 23
PX14A6G
Letter to shareholders
24 Apr 23
PX14A6G
Letter to shareholders
24 May 22
PX14A6G
Letter to shareholders
17 May 22
PX14A6G
Letter to shareholders
25 May 21
PX14A6G
Letter to shareholders
5 May 21
PX14A6G
Letter to shareholders
15 Apr 21
PX14A6G
Letter to shareholders
31 Mar 21
PX14A6G
Letter to shareholders
16 Apr 20
PX14A6G
Letter to shareholders
7 Apr 20
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21