ZEVIN ASSET MANAGEMENT, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Massachusetts, United States

Employees

Total Number of Employees	14
Investment Advisory/Research	9
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	638	$784.7M
Non-Discretionary	2	$3.1M
Total	640	$787.8M

Clients

Type	Number	RAUM
Individuals	80	$23.7M
HNW Individuals	163	$444.5M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$4.2M
Charitable organizations	39	$292.8M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	138	$22.5M

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsADVISORY SERVICES TO EMPLOYEE TRUSTEES.
Compensation	% of AUMHourly chargesADVISORY SERVICES TO EMPLOYEE TRUSTEES. TRUSTEES PAY ZAM FEES.

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	22.5M
Both for Same	0

Portfolio Manager to Program	Sponsor
GLOBAL APPRECIATION WITH INCOME SRI/ESG	PERSHING ADVISOR SOLUTIONS LLC
ZEVIN SRI GE	GOLDMAN SACHS CUSTODY SOLUTIONS
ZEVIN SRI GLOBAL APPRECIATION WITH INCOME	GOLDMAN SACHS CUSTODY SOLUTIONS
ZEVIN GLOBAL EQUITY	GOLDMAN SACHS CUSTODY SOLUTIONS
ZEVIN MODEL GLOBAL APPRECIATION	GOLDMAN SACHS CUSTODY SOLUTIONS
ZEVIN SRI GLOBAL APPRECIATION	GOLDMAN SACHS CUSTODY SOLUTIONS
ZEVIN MODEL GLOBAL APPRECIATION WITH INCOME	GOLDMAN SACHS CUSTODY SOLUTIONS
ZEVIN GLOBAL APPRECIATION MANAGED ACCOUNT	ENVESTNET PORTFOLIO SOLUTIONS, INC.
ZEVIN GLOBAL APPRECIATION WITH INCOME MANAGED ACCOUNT	ENVESTNET PORTFOLIO SOLUTIONS, INC.
GLOBAL APPRECIATION SRI/ESG	PERSHING ADVISOR SOLUTIONS LLC
GLOBAL EQUITY SRI/ESG	PERSHING ADVISOR SOLUTIONS LLC

Identifiers

SEC RIA File Number	801-77093
SEC ERA File Number	801-77093
SEC CIK Numbers	1394096
SEC CRD Numbers	165269
Legal Entity Identifier	None

Principal Office

2 OLIVER STREET
SUITE 806
BOSTON
MA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic