EVENTIDE ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2008

Total AUM

$7.4B

Discretionary

$7.4B

100% of AUM

Avg account

$194M

Accounts

Employees

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 147110
Registered since: May 21, 2008
Website: www.eventideinvestments.com
Custodians: U.S. BANK, N.A., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Investment Companies96.09%
Charitable Organizations2.22%
Pooled Investment Vehicles1.34%
Other Investment Advisers0.31%
Corporations / Businesses0.04%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Eventide Asset Management, LLC is an SEC-registered investment adviser that has been operating since 2008 and is organized as an LLC owned by an individual. The firm positions itself as an institutional manager and also functions as sponsor/GP and managing member of pooled investment vehicles. Its stated business lines include CPO/CTA activities and a range of advisory services — portfolio management for investment companies, pooled vehicles and institutional/business clients, selection of other advisers, plus educational seminars and workshops. Fee arrangements combine percentage-of-AUM billing with performance-based fees and other fee types. The firm is not identified as an active ESG investor.