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EVENTIDE ASSET MANAGEMENT, LLC

One International Place
Suite 4210
Boston, Massachusetts 02110
Tel: 877-771-3836

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About EVENTIDE ASSET MANAGEMENT, LLC

EVENTIDE ASSET MANAGEMENT, LLC, formally registered with the SEC as EVENTIDE ASSET MANAGEMENT, LLC. The firm was established in 05/21/2008. They have over 1 offices throughout the country.

EVENTIDE ASSET MANAGEMENT, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $6,984,451,470 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 69 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#147110
SEC#801-69154
Assets Managed by Firm$6,984,451,470
No. of Clients18
No. of Advisors69

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops
  • Other (MODEL PORTFOLIO SERVICES AND INCIDENTAL CONSULTING WITH FINANCIAL ADVISERS)

Firm Client Information

No. of ClientsAUM
Firm Total18$6,984,451,470
Charitable organizations4$2,686,453
Corporations or other businesses5$619,352

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