EVENTIDE ASSET MANAGEMENT, LLC

CRD 147110File 801-69154

APPROVED

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$7.38B

Top 10% of cohort (national)

Discretionary AUM

$7.38B

Clients

38 accounts

Employees

Top 25% of cohort in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: May 21, 2008
Principal office: ONE INTERNATIONAL PLACE, SUITE 4210, BOSTON, MA, 02110
Phone: 877-771-3836
Website: https://www.linkedin.com/company/eventide-center-for-faith-and-investing/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $7.38B
Discretionary AUM: $7.38B
Non-discretionary AUM: $0
Discretionary accounts: 38
Non-discretionary accounts: 0
Total accounts: 38
AUM per client: $194.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	10	$2.6M
Investment companies	14	$7.09B
Charitable organizations	11	$163.7M
Other investment advisers	1	$23.1M
Pooled investment vehicles	2	$98.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Performance-based fees
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Selection of other advisers
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.