Eventide Asset Management, LLC
Boston, MA·SEC-registered · CRD #147110
Eventide Asset Management, LLC is an SEC-registered investment advisory firm in Boston, MA managing $7.4B across 38 client accounts, with 20 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$7.4B
Client accounts
38
Advisory staff
20
Fee model
Fee-only
How Eventide Asset Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL EVENTIDE ASSET MANAGEMENT, LLC
See how Eventide compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Eventide Asset Management, LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Eventide Asset Management, LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Eventide Asset Management, LLC
How much does Eventide Asset Management, LLC manage?
Per its most recent SEC Form ADV filing (03/27/2026), Eventide Asset Management, LLC reports $7.4B in regulatory assets under management across roughly 38 client accounts.
How does Eventide Asset Management, LLC charge?
Eventide Asset Management, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Eventide Asset Management, LLC a fiduciary?
Yes. Eventide Asset Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #147110), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Eventide Asset Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Eventide Asset Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Boston, MA
Profile compiled from Eventide Asset Management, LLC's public SEC Form ADV filing (CRD #147110, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Eventide Asset Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Eventide Asset Management, LLC? Claim this profile.