Boston Common Asset Management, LLC

RIASEC RegisteredEst. 2002

Total AUM

$4.2B

Discretionary

$4.2B

100% of AUM

Avg account

$12.2M

Accounts

343

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 123558
Registered since: November 8, 2002
Website: www.bostoncommonasset.com
Custodians: U.S. BANK, N.A., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pooled Investment Vehicles36.58%
Investment Companies24.45%
HNWI15.23%
Charitable Organizations14.35%
State / Municipal Government6.85%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Boston Common Asset Management, LLC is an SEC-registered investment adviser formed in 2002 and organized as an LLC. The firm acts both as a capital allocator and a manager, serving individual and family clients as well as institutional accounts. Investment activity centers on equity exposure with an explicit ESG orientation; the firm is flagged as an active ESG investor. Beyond discretionary portfolio management for individuals and institutions, Boston Common provides management for pooled vehicles, selects other advisers, conducts educational workshops, and operates in roles tied to pooled vehicles (sponsor/GP or managing member). It also engages in commodity pool/CTA-related activities. Fee arrangements include both percentage-of-assets and fixed-fee structures.