DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
Z•••• A•••• M••••••••• L••
Latest filing Mar 26, 2026
First filing on the tape Aug 22, 2012 · 31 filings
SEC status approved since Sep 11, 2012
RAUM
$1.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
58%
$587M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$255M
derived; firm RAUM over IAPD count
Employees
15
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$1.0B as of Mar 26, 2026
Apr 1, 2013$394M then
HNW client RAUM$562M as of Mar 26, 2026
Mar 20, 2018$382M then
State-registered IARs (5.B.3)4 as of Mar 26, 2026
Apr 1, 20130 then
Employees (5.A)15 as of Mar 26, 2026
Apr 1, 20137 then
Private funds: no history
RAUM +14% over the last fiscal year+15% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $255MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 140derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.2MderivedHNW RAUM over HNW clients
- Average account
- $1.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 40%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.8derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +128%derived
- Compensation
- percentage of assets, hourly, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, otherreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $33.3M, 14 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$562M56%
- Charitable organizations$376M38%
- State and municipal entities$28.6M2.9%
- Individuals$25.4M2.5%
- Pension and profit-sharing plans$5.3M0.5%
- Individual clients
- 107reported
- HNW clients
- 451reported
- Pension plan clients
- 21reported
- Charitable clients
- 66reported
- Accounts
- 769reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $0 sponsored, $39.9M managedreported
- Custody of client assets
- $33.3M for 14 clientsreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.58 fund_share=0.0 institutional_share=0.4 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| S••••• A••••• D•••Certified Financial Planner, Chartered Financial Analyst | Boston, Ma | Jan 24, 2017 | 17 y | 0 |
| J••• L••• L• | Boston, Ma | Mar 3, 2020 | 16 y | 0 |
| C••••••••• R•••• H••••• | Boston, Ma | Jun 16, 2022 | 11 y | 2 |
| C•••••••• V•••••• F•••••Chartered Financial Analyst | Boston, Ma | Jul 20, 2023 | 20 y | 4 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- G•••••• L•••••• P••••••• to A••••••• F•••••••• S•••••••• I••Feb 25, 2016 · Other
Joined, latest
- C•••••••• V•••••• F••••• from E••••• C•••••• M•••••••••Jul 20, 2023 · Other
- C••••••••• R•••• H••••• from A••••• A•• P••••••• S•••••••Jun 16, 2022 · Affiliated broker-dealer or bank to independent RIA
- G•••••• L•••••• P••••••• from B••••••••• P•••••••Oct 19, 2015 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- D•••• S•••••• A••••• · Chief Investment Officer, Senior Portfolio Manager, Member Board Of Managerscontrolsince 11/2016 · owns 10% to 25%
- K•••••• J•••••••• L•••• · Cco, Coo, Member Board Of Managerscontrolsince 01/2000 · owns 25% to 50%
- K••••• S••••• L•••••• · President, Member Board Of Managerscontrolsince 09/2014 · owns 10% to 25%
- H•••••• P•••••• A•••••• · Senior Quantitative Analystsince 08/2008 · owns 10% to 25%
- L•• J•••• L••• · Portfolio Managersince 01/2024 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Boston, Ma · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- client count surgeChange between filings · filing Mar 26, 2026individual and HNW clients (Item 5.D) moved from 245.0 to 558.0 (+128.0%) between the annual amendments of 2025-03-31 and 2026-03-26; the peer median change was +5.0% (1132 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,132) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 745 to 769Oct 23, 2025 to Mar 26, 2026
- Charity clients · 41 to 66Oct 23, 2025 to Mar 26, 2026
- HNW clients · 170 to 451Oct 23, 2025 to Mar 26, 2026
- Individual clients · 75 to 107Oct 23, 2025 to Mar 26, 2026
- Pension plan clients · unset to 21.0Oct 23, 2025 to Mar 26, 2026
- Employees · 14 to 15Oct 23, 2025 to Mar 26, 2026
- Financial planning clients · 51-100 to 101-250Oct 23, 2025 to Mar 26, 2026
- Discretionary RAUM · $890M to $1.0BOct 23, 2025 to Mar 26, 2026
- HNW RAUM · $461M to $562MOct 23, 2025 to Mar 26, 2026
- Individual RAUM · $24.3M to $25.4MOct 23, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $3.4M to $3.7MOct 23, 2025 to Mar 26, 2026
- Pension RAUM · $55.5M to $5.3MOct 23, 2025 to Mar 26, 2026
- RAUM · $893M to $1.0BOct 23, 2025 to Mar 26, 2026
- Wrap assets (manager) · $28.3M to $39.9MOct 23, 2025 to Mar 26, 2026
- Accounts · 640 to 745Mar 26, 2024 to Mar 31, 2025
- Charity clients · 39 to 41Mar 26, 2024 to Mar 31, 2025
- HNW clients · 163 to 170Mar 26, 2024 to Mar 31, 2025
- Individual clients · 80 to 75Mar 26, 2024 to Mar 31, 2025
- Assets in custody · $33.3M to $33.3MMar 26, 2024 to Mar 31, 2025
- Financial planning clients · 51-100 to 51-100Mar 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $785M to $890MMar 26, 2024 to Mar 31, 2025
- HNW RAUM · $445M to $461MMar 26, 2024 to Mar 31, 2025
- Individual RAUM · $23.7M to $24.3MMar 26, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $3.1M to $3.4MMar 26, 2024 to Mar 31, 2025
- Pension RAUM · $4.2M to $55.5MMar 26, 2024 to Mar 31, 2025
- RAUM · $788M to $893MMar 26, 2024 to Mar 31, 2025
- Wrap assets (manager) · $22.5M to $28.3MMar 26, 2024 to Mar 31, 2025
- Accounts · 632 to 640Mar 27, 2023 to Mar 26, 2024
- Advisory employees · 6 to 9Mar 27, 2023 to Mar 26, 2024
- Advisory activities · 5 to 4Mar 27, 2023 to Mar 26, 2024
- Charity clients · 40 to 39Mar 27, 2023 to Mar 26, 2024
- HNW clients · 125 to 163Mar 27, 2023 to Mar 26, 2024
- Individual clients · 89 to 80Mar 27, 2023 to Mar 26, 2024
- Assets in custody · $37.1M to $33.3MMar 27, 2023 to Mar 26, 2024
- Employees · 12 to 14Mar 27, 2023 to Mar 26, 2024
- State-registered IARs · 3 to 4Mar 27, 2023 to Mar 26, 2024
- Discretionary RAUM · $668M to $785MMar 27, 2023 to Mar 26, 2024
- HNW RAUM · $354M to $445MMar 27, 2023 to Mar 26, 2024
- Individual RAUM · $26.2M to $23.7MMar 27, 2023 to Mar 26, 2024
- Non-discretionary RAUM · $3.0M to $3.1MMar 27, 2023 to Mar 26, 2024
Signals
3 dated events
- Crocker Benjamin Lovell (Member) no longer on Schedule A of Z•••• A•••• M••••••••• L•• (listed 2019-03-21, absent 2019-09-03)Sep 3, 2019 · Control person left · inference
- Z•••• A•••• M••••••••• L•• filed its initial SEC registration (Form ADV)Aug 22, 2012 · First SEC registration · fact
- Z•••• A•••• M••••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)Aug 22, 2012 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 877-513-4995reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/zevin-asset-management-zam-reportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-742-6666reportedpublic record, Form ADV, Mar 26, 2026
- Team page
- zevin.com/who-we-arereportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $255Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026