Provided by Convergence Inc.
Institutional intelligence for the asset management industry

DOMINI SOCIAL INVESTMENTS

Business and Investment Profile

The DOMINI SOCIAL INVESTMENTS is a privately held investment adviser that advises $15.37Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. DOMINI SOCIAL INVESTMENTS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 13.35% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 32.02 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 230 CONGRESS STREET, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 132 employees comprised of 26 investment and 106 non-investment staff. The total number of Employees increased by 6.45% over the last 5-years.

Asset Profile

Their $15.37Bn in assets advised are owned by 0 private funds, 4 public funds and BDCs and 76 other accounts. Assets of High Net Worth Individuals clients own $12.13Bn or 78.95% of Total Assets and Investment Companies (IC) own $2.53Bn or 16.48% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity and FI/Credit - Diverse, representing 89.69% and 10.31% of total assets, respectively.

Client Profile

They advise 4 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $54.51mn in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

DOMINI SOCIAL INVESTMENTS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: DOMINI SOCIAL INVESTMENTS

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: Domini Social Investments, Domini Impact Investments, Loring Wolcott & Coolidge Fiduciary Advisors, Coolidge, Domini, Fiduciary, Impact, Loring, Social, Wolcott
Generated 2026-09-12T06:48:00.0724266.  © 2026 Convergence.