Asset manager · Boston, MA
Boston Common Asset Management, LLC
SEC-registered investment adviser · CRD 123558 · SEC 801-61564
At a glance
Boston Common Asset Management, LLC is an SEC-registered investment adviser based in Boston, Massachusetts, with $4.2 billion in regulatory assets under management as of its Form ADV filed July 6, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 245 individual clients. By Form ADV it is a asset manager, ranked 763rd of 3,218 asset managers and 2,363rd of 17,210 SEC-registered advisers by assets.
Main office 617-720-5557bostoncommonasset.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.2B
- Rank among asset managers
- #763 of 3,218
- Rank among all SEC RIAs
- #2,363 of 17,210
- Rank in Massachusetts
- #159 of 627
- Individual clients
- 245
- High-net-worth clients
- 245
- Accounts
- 343
- Discretionary
- 100% of AUM
- Employees
- 39
- Advisory staff
- 21
- Offices
- 1
Owners and executives on its Form ADV
- Geeta B. AiyerMember
- Lauren M. CompereMember
- Matthew A. ZaloshMember
- Kristina I. EisnorChief Compliance Officer
- Praveen AbichandaniMember
- Liz SuMember
- John H StreurMember
- Kimberly E. RyanMember
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: AMG Distributors, Inc..
- AMG Distributors, Inc. ↗CRD 27314
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 8 | $1.5B | 37% |
| Investment companies | 5 | $1.0B | 24% |
| High-net-worth individuals | 245 | $635M | 15% |
| Charitable organizations | 73 | $598M | 14% |
| State or municipal government entities | 2 | $286M | 7% |
| Pension and profit sharing plans | 6 | $93M | 2% |
| Insurance companies | 1 | $9M | <1% |
| Corporations or other businesses | 3 | $5M | <1% |
Private funds
Boston Common Asset Management, LLC reports 5 private funds with $1.1B in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Boston Common Asset Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗bostoncommonasset.com ↗
AtlasMembers
The full record on Boston Common Asset Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 742 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Boston Common Asset Management, LLC manage?
Boston Common Asset Management, LLC reports $4.2 billion in regulatory assets under management across 343 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 6, 2026.
What kind of firm is Boston Common Asset Management, LLC?
Boston Common Asset Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are Boston Common Asset Management, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($1.5 billion, 8 clients); investment companies ($1.0 billion, 5 clients); high-net-worth individuals ($635 million, 245 clients).
Does Boston Common Asset Management, LLC manage private funds?
Yes. It reports 5 private funds with $1.1 billion in gross assets, including other private funds.
Does Boston Common Asset Management, LLC have any disciplinary history?
Boston Common Asset Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Boston Common Asset Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-06), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →