BOSTON COMMON ASSET MANAGEMENT, LLC
C20
CRD 123558·SEC 801-61564·BOSTON, MA
AUM
$4.17B
$1B+
Est. Revenue
$41.7M
@ 1% on AUM
Est. EBITDA
$12.5M
@ 30% margin
Est. Deal Value
$100.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $2.36B
'21 · $2.80B
'22 · $3.90B
'23 · $5.85B
'25 · $3.58B
'26 · $4.17B
'20'26
$2.36B → $4.17B▲ +77%
Client mix
| Individuals High Net Worth | 245 |
| Charitable Organizations | 73 |
| Pooled Investment Vehicles | 8 |
| Pension Profit Sharing Plans | 6 |
| Investment Companies | 5 |
Operations
Advisory staff (5-yr trend)
'20 · 14 advisors
'21 · 14 advisors
'22 · 14 advisors
'23 · 18 advisors
'25 · 22 advisors
'26 · 21 advisors
'20'26
14 advisors → 21 advisors▲ +50%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2025-11-102025-11-10 · 0001365067-25-000002
2024-12-062024-12-06 · 0001416105-24-000004
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
84 State StreetSUITE 940Boston, MA 02109
Business
84 State StreetSUITE 940Boston, MA 02109