Best Investors Account Sign in
Inactive

Jane Liou Li

Zevin Asset Management, LLC

Boston, MA

Claim This Profile
Current Employers
Zevin Asset Management, Llc

2 Oliver Street Suite 806, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-06-13
MA RA APPROVED 2020-03-03
  • TX RA
    APPROVED_RES
    Since 2022-06-13
  • MA RA
    APPROVED
    Since 2020-03-03

Branch Locations

2 Oliver Street Suite 806, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zevin Asset Management, Llc Boston MA 01/2020 Present
Grace Capital Quincy MA 11/2017 12/2019
Monarch Partners Asset Management Boston MA 02/2010 10/2017
  • 01/2020 → Present
    Zevin Asset Management, Llc
    Boston, MA
  • 11/2017 → 12/2019
    Grace Capital
    Quincy, MA
  • 02/2010 → 10/2017
    Monarch Partners Asset Management
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-18
  • S65 Uniform Investment Adviser Law Examination
    2020-02-18
Other Names
  • Jane Yu Liou

View on SEC IAPD

Other Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor