Data / Investment advisers / Massachusetts / Eventide Asset Management, LLC
Eventide Asset Management, LLC, Boston, MA: $7.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Eventide Asset Management, LLC is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $7.4 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include investment companies, charitable organizations and pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 2 private funds.
The request: Watch Eventide Asset Management, LLC (CRD number 147110): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 147110
- SEC file number
- 801-69154
- SEC status
- Approved, effective May 21, 2008
- Main office
- One International Place Suite 4210, Boston, MA 02110
- Phone
- (877) 771-3836
- Regulatory AUM
- $7,377,821,862 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $7,377,821,862
- Accounts
- 38
- Employees
- 69, of which 20 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 2: 2 private equity funds
- Gross assets of private funds
- $98,988,386
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 14 | $7.09 billion |
| Charitable organizations | 11 | $163.7 million |
| Pooled investment vehicles | 2 | $98.8 million |
| Other investment advisers | 1 | $23.1 million |
| Corporations or other businesses | 10 | $2.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $7.38 billion | March 27, 2026 |
| December 1, 2025 | $6.43 billion | October 31, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Battery Global Advisors, LLC | Boston | $8.37 billion | 77 | adviserinfo.sec.gov |
| Cambridge Associates Limited, LLC | Boston | $8.20 billion | Not listed | adviserinfo.sec.gov |
| Crestwood Advisors | Boston | $8.02 billion | Not listed | adviserinfo.sec.gov |
| BV Investment Partners, L.P. | Boston | $7.94 billion | 10 | adviserinfo.sec.gov |
| Wgi DM, LLC | Boston | $7.78 billion | 2 | adviserinfo.sec.gov |
| Spectrum Equity | Boston | $7.32 billion | 32 | adviserinfo.sec.gov |
| Silversmith Capital Partners | Boston | $7.16 billion | 24 | adviserinfo.sec.gov |
| Algebris Investments (US) Inc. | Boston | $6.94 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving charitable organizations
- Advisers that manage private funds
- Eventide Asset Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.