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EVENTIDE ASSET MANAGEMENT, LLC
CRD 147110File 801-69154
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.38B
Top 10% of cohort (national)
Discretionary AUM
$7.38B
Clients
38
38 accounts
Employees
69
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.EventideETFs.com
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 68 | 69 | increased by1 |
| Apr 1, 2026 | Clients | 26 | 38 | increased by12 |
| Apr 1, 2026 | AUM | $6,430,469,741 | $7,377,821,862 | increased by$947,352,121 |
| Apr 1, 2026 | Accounts | 26 | 38 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 72 | 68 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 9 | 26 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,841,806,590 | $6,430,469,741 | decreased by$2,411,336,849 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 8 | 26 | increased by18 |
| Jul 1, 2022 | Clients | 8 | 9 | increased by1 |
| Jul 1, 2022 | Accounts | 7 | 8 | increased by1 |
| Apr 1, 2022 | Employees | 52 | 72 | increased by20 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 7 | 8 | increased by1 |
| Apr 1, 2022 | AUM | $7,316,352,269 | $8,841,806,590 | increased by$1,525,454,321 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EVENTIDE ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EVENTIDE ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.