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Senior Quantitative Analyst · Zevin Asset Management, LLC

Philip A. Hergel

CRD 6011312 · Named on Form ADV at one SEC-registered adviser

At a glance

Zevin Asset Management, LLC, an SEC-registered wealth manager based in Boston, MA with $1.0 billion in regulatory assets, lists Philip A. Hergel on its Form ADV as Senior Quantitative Analyst.

Firms and roles

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Philip’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jennifer L. KelleyCCO, COO, Member Board of Managers, Zevin Asset Management, LLC
  • Sonia L. KowalPresident, Member Board of Managers, Zevin Asset Management, LLC
  • Steven A. DrayChief Investment Officer, Senior Portfolio Manager, Member Board of Managers, Zevin Asset Management, LLC
  • Jane L. LiPortfolio Manager, Zevin Asset Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Philip’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.