{
  "crd_number": 147110,
  "slug": "eventide-asset-management-llc-boston-ma-147110",
  "primary_business_name": "EVENTIDE ASSET MANAGEMENT, LLC",
  "legal_name": "EVENTIDE ASSET MANAGEMENT, LLC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-05-21",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 7377821862.0,
  "raum_discretionary": 7377821862.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 69,
  "advisory_employees": 20,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 163655512.0,
      "count": 11
    },
    "investment_companies": {
      "raum": 7089622520.0,
      "count": 14
    },
    "other_investment_advisers": {
      "raum": 23107773.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 98806205.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 2629852.0,
      "count": 10
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://apple.com/apple-podcasts",
    "https://etfs.eventideinvestments.com",
    "https://eventideadvisor.com",
    "https://eventideetfs.com",
    "https://eventidefunds.com",
    "https://eventideinvestments.com",
    "https://faithandinvesting.com",
    "https://goodadvisor.com",
    "https://goodinvestor.com",
    "https://instagram.com/eventideassetmanagement",
    "https://instagram.com/eventidefunds",
    "https://instagram.com/faithandinvesting",
    "https://learn.faithandinvesting.com",
    "https://linkedin.com/company/eventide-center-for-faith-and-investing",
    "https://linkedin.com/company/eventideassetmanagement",
    "https://linktr.ee/robincjohn",
    "https://mutualfunds.eventideinvestments.com",
    "https://open.spotify.com/genre/podcasts-web",
    "https://overcast.fm",
    "https://pocketcasts.com",
    "https://x.com/eventidefunds",
    "https://youtube.com/@eventideassetmanagement",
    "https://youtube.com/@faithandinvesting"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147110",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/eventide-asset-management-llc-boston-ma-147110",
  "display_name": "Eventide Asset Management, LLC",
  "summary": "Eventide Asset Management, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Eventide Asset Management, LLC (CRD 147110): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Eventide Asset Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Eventide Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other."
    },
    {
      "q": "Where is Eventide Asset Management, LLC located?",
      "a": "Eventide Asset Management, LLC's principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Eventide Asset Management, LLC registered with the SEC or a state?",
      "a": "Eventide Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147110."
    },
    {
      "q": "How much does Eventide Asset Management, LLC manage?",
      "a": "Eventide Asset Management, LLC reports $7,377,821,862 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Eventide Asset Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Eventide Asset Management, LLC: Regulatory assets under management: $7,316,352,269 in the October 2021 data and $7,377,821,862 in the October 2026 data, up 1%. Total employees: 52 in October 2021 and 69 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Eventide Asset Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (14); charitable organizations (11); corporations or other businesses not listed above (10)."
    },
    {
      "q": "Which custodians does Eventide Asset Management, LLC use?",
      "a": "Eventide Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Morgan Stanley and U.S. Bank, N.A. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Eventide Asset Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147110"
    },
    {
      "q": "What changed in Eventide Asset Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 21 to 20. Regulatory assets under management went from $6,430,469,741 to $7,377,821,862 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 7316352269.0,
      "total_employees": 52,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 8841806590.0,
      "total_employees": 72,
      "filing_date": "2022-06-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 6074655417.0,
      "total_employees": 68,
      "filing_date": "2023-08-04"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 6984451470.0,
      "total_employees": 69,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 6430469741.0,
      "total_employees": 68,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 7377821862.0,
      "total_employees": 69,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 21 to 20.",
        "Regulatory assets under management went from $6,430,469,741 to $7,377,821,862 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    },
    {
      "name": "U.S. Bank, N.A.",
      "name_as_filed": "U.S. BANK, N.A.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/eventide-asset-management-llc-boston-ma-147110.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 14,
      "fewer_than_5": false,
      "raum": 7089622520.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 98806205.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 11,
      "fewer_than_5": false,
      "raum": 163655512.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": false,
      "raum": 23107773.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 2629852.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147110",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}