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 a SEC-registered investment adviser organized as an LLC and operating since 2008. The firm primarily serves institutional clients and is classified in the dataset as operating a venture capital fund while also acting in roles typical of a sponsor or general partner for pooled vehicles. Its advisory activities span portfolio management for investment companies and pooled vehicles, portfolio management for businesses and institutions, selection of other advisers, and running educational seminars and workshops. It also lists commodity pool/operator or commodity trading adviser activity. Fee arrangements include a combination of asset-based fees, performance-based fees and other bespoke fee structures. The firm is not identified as an active ESG investor in the source data and is owned by an individual.