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 institutional registered investment adviser formed in 2002 that serves both individual/family and institutional clients. The firm operates as a capital allocator and provides a range of advisory services including portfolio management for individuals, pooled vehicles and institutions, selection of other advisers, and educational seminars. It also has business activity classifications that include operating as a CPO/CTA and acting as sponsor or managing member of pooled investment vehicles. Boston Common reports an ESG-focused investment approach. Fee arrangements combine percentage-of-AUM and fixed-fee models. The firm is structured as a limited liability company and is owned by domestic entities and individuals.