# ZEVIN ASSET MANAGEMENT, LLC

ZEVIN ASSET MANAGEMENT, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 165269
- Type: SEC-registered investment adviser
- SEC file number: 801-77093
- Location: 2 OLIVER STREET, SUITE 806, BOSTON, MA, 02109
- Phone: 617-742-6666
- Latest filing: 2026-03-26
- Regulatory AUM: $1.0B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $3.7M
- Clients: 15
- Accounts: 769

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Jennifer Lynne Kelley | CCO, COO, MEMBER BOARD OF MANAGERS | — |
| Philip Alberto Hergel | SENIOR QUANTITATIVE ANALYST | — |
| Sonia Larissa Kowal | PRESIDENT, MEMBER BOARD OF MANAGERS | — |
| Steven Andrew Dray | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | — |
| Jane Liou Li | PORTFOLIO MANAGER | — |
| ZEVIN ROBERT BROOKE | CHAIRMAN, FOUNDER, CIO, MEMBER OF ELECTED BOARD OF MGRS; CHAIRMAN, FOUNDER, CIO, MEMBER OF ELECTED BOARD OF MGRS, OWNER OF 100% PREFERRED PARTNERSHIP UNITS; CHAIRMAN, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | — |
| LOVELL BENJAMIN CROCKER | MEMBER; MEMBER BOARD OF MANAGERS, SENIOR PORTFOLIO MANAGER; MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 26.3% COMMON PARNERSHIP UNITS (+3 more) | — |
| KELLEY JENNIFER LYNNE | CCO, COO, MEMBER BOARD OF MANAGERS; CCO, COO, MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 27.9% OF COMMON PARTNERSHIP UNITS; CCO, COO, MEMBER ELECTED BOARD OF MANAGERS, OWNER OF 30% OF COMMON PARTNERSHIP UNITS (+1 more) | — |
| FAIRBANKS AMBER LYNN | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER; SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 12.5% COMMON PARTNERSHIP UNITS; SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 12% COMMON PARTNERSHIP UNITS (+2 more) | — |
| THORN DANIEL LUKE | SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 10.5% COMMON PARTNERSHIP UNITS; SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 10% COMMON PARTNERSHIP UNITS; SENIOR SECURITIES ANALYST/PORTFOLIO MANAGER. OWNER OF 8% COMMON PARTNERSHIP UNITS | — |
| HERGEL PHILIP ALBERTO | QUANTITATIVE ANALYST, OWNER OF 10% COMMON PARTNERSHIP UNITS; QUANTITATIVE ANALYST, OWNER OF 8% COMMON PARTNERSHIP UNITS; SENIOR QUANTITATIVE ANALYST (+2 more) | — |
| KOWAL SONIA CARISSA | PRESIDENT, OWNER 10% COMMON PARTNERSHIP UNITS; PRESIDENT, OWNER 9% COMMON PARTNERSHIP UNITS | — |
| LI JANE LIOU | PORTFOLIO MANAGER | — |
| KOWAL SONIA LARISSA | PRESIDENT, MEMBER BOARD OF MANAGERS; PRESIDENT, OWNER 10% COMMON PARTNERSHIP UNITS; PRESIDENT, OWNER 13.2% COMMON PARTNERSHIP UNITS | — |
| DRAY STEVEN ANDREW | CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, MEMBER BOARD OF MANAGERS | — |
| ZARLE STIG ERIC | SENIOR SECURITIES ANALYST | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165269/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165269/similar
- Related entities: https://search.stillhousedata.com/firm/165269/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165269

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.