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 organized as an LLC (registered in 2002) that serves both individual/family and institutional clients. The firm identifies as a capital allocator and an active ESG investor; its investment activity and product set reflect an equity-first preference and engagement with third-party alternative managers. Fee arrangements include percentage-of-assets and fixed-fee structures. Boston Common also operates in roles beyond pure advisory work: it acts as a commodity pool operator/commodity trading adviser (CPO/CTA) in its business activities and is affiliated with broker-dealers and other sponsoring/management roles for pooled vehicles. The firm’s advisory scope covers separate account portfolio management for individuals, small businesses, institutions and pooled investment vehicles, selection of other advisers, and educational seminars or workshops. That mix points to a manager that combines discretionary portfolio management with adviser-of-advisers capabilities and sponsored investment vehicles.