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Building 2BOSTON COMMON ASSET MANAGEMENT, LLC

Map pinBOSTON, MA
Phone617-720-5557
NotebookSEC #801-61564
Total AUM
$4.2B
Employees
39
Clients
343

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 STATE STREET, 7TH FLOOR
BOSTON
MA 02109
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
617-720-5557

ReceiptFinancials

Total AUM
$4.2B
Accounts
343
Discretionary
$4.2B
Accounts
343
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
245
AUM
$635.2M
Investment Company Clients
5
AUM
$1B
Pooled Vehicle Clients
8
AUM
$1.5B
Pension/Profit Sharing Plan Clients
6
AUM
$92.7M
Charitable Organization Clients
73
AUM
$598.4M
Government Entity Clients
2
AUM
$285.7M
Insurance Company Clients
1
AUM
$8.9M
Corporation or Business Clients
3
AUM
$4.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCDEFLILMAMDMEMNNCNHNVNYOHORPAPRTXVTWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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