Overview
Assets Under Management: $4.5 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 235
Average Client Assets: $2 million
Frequently Asked Questions
BOSTON COMMON ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123558), BOSTON COMMON ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BOSTON COMMON ASSET MANAGEMENT, LLC is headquartered in BOSTON, MA.
BOSTON COMMON ASSET MANAGEMENT, LLC serves 235 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, BOSTON COMMON ASSET MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
BOSTON COMMON ASSET MANAGEMENT, LLC manages $4.5 billion in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, BOSTON COMMON ASSET MANAGEMENT, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 235
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.99
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 380
Discretionary Accounts: 380
Regulatory Filings
CRD Number: 123558
Last Filing Date: 2024-03-27 00:00:00
Website: https://bostoncommonasset.com