← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（03/02/2012）
ZEVIN ASSET MANAGEMENT, LLC · 所有者与执行高管（CRD 108151）
机构事实页：本库未收录该机构事实页 | 官方原文：IAPD firm-summary/108151
Schedule A · 直接所有者（6 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| LOVELL, BENJAMIN, CROCKER | 个人 | PRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBER OF ELECTED BOARD OF MANAGERS, HOLDS 31% OF THE COMMON MEMBERSHIP UNITS | 是 | C |
| ZEVIN, ROBERT, BROOKE | 个人 | CHAIRMAN, CHIEF INVESTMENT OFFICER, MEMBER OF ELECTED BOARD OF MANAGERS , OWNER OF 100% OF PREFERRED MEMBERSHIP UNITS | 是 | E |
| KELLEY, JENNIFER, LYNNE | 个人 | CHIEF OPERATIONS MANAGER, MEMBER OF ELECTED BOARD OF MANAGERS, OWNER OF 36% OF COMMON MEMBERSHIP UNITS | 是 | C |
| FAIRBANKS, AMBER, LYNN | 个人 | SENIOR SECURITIES ANALYST, MEMBER OWNING 13% OF COMMON MEMBERSHIP UNITS | — | B |
| THORN, DANIEL, LUKE | 个人 | SENIOR SECURITIES ANALYST, MEMBER OWNING 8% OF COMMON MEMBERHSIP UNITS | — | A |
| HERGEL, PHILIP, ALBERTO | 个人 | QUANTITATIVE ANALYST, MEMBER OWNING 8% OF THE COMMON MEMBERSHIP UNITS | — | A |
Schedule B · 执行高管（0 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| — | ||
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
