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Building 2EVENTIDE ASSET MANAGEMENT, LLC

Map pinBOSTON, MA
Phone877-771-3836
NotebookSEC #801-69154
Total AUM
$7.4B
Employees
69
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE INTERNATIONAL PLACE
SUITE 4210
BOSTON
MA 02110
United States
Operating Hours
08:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
877-771-3836

ReceiptFinancials

Total AUM
$7.4B
Accounts
38
Discretionary
$7.4B
Accounts
38
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
14
AUM
$7.1B
Pooled Vehicle Clients
2
AUM
$98.8M
Charitable Organization Clients
11
AUM
$163.7M
Investment Advisor Clients
1
AUM
$23.1M
Corporation or Business Clients
10
AUM
$2.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
MODEL PORTFOLIO SERVICES AND INCIDENTAL CONSULTING WITH FINANCIAL ADVISERS
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
A PERCENTAGE OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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