EVENTIDE ASSET MANAGEMENT, LLC

CRD 147110 · SEC 801-69154

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ONE INTERNATIONAL PLACE, SUITE 4210, BOSTON, MA, 02110, United States

Phone

877-771-3836

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$7.38B

Discretionary AUM

$7.38B

Team

69 total employees; 20 advisory reps; 11 broker-dealer reps

Clients

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Fees

Percentage of AUM; Performance-based fees; A PERCENTAGE OF ASSETS UNDER ADVISEMENT

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminarsMODEL PORTFOLIO SERVICES AND INCIDENTAL CONSULTING WITH FINANCIAL ADVISERS

Client types

Type	Clients	AUM
Investment companies	14	$7.09B
Pooled investment vehicles	2	$98.8M
Charitable organizations	11	$163.7M
Other investment advisers	1	$23.1M
Corporations/business entities	10	$2.6M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD