# Eventide Asset Management, LLC

> 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.

- CRD: 147110
- Filed as: EVENTIDE ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147110
- AdvisorCensus page: https://advisorcensus.com/firm/eventide-asset-management-llc-boston-ma-147110

## Quick answers

**How is Eventide Asset Management, LLC compensated?**
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.

**Where is Eventide Asset Management, LLC located?**
Eventide Asset Management, LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Eventide Asset Management, LLC registered with the SEC or a state?**
Eventide Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147110.

**How much does Eventide Asset Management, LLC manage?**
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).

**How have Eventide Asset Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Eventide Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (14); charitable organizations (11); corporations or other businesses not listed above (10).

**Which custodians does Eventide Asset Management, LLC use?**
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.

**Does Eventide Asset Management, LLC report any disciplinary disclosures?**
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

**What changed in Eventide Asset Management, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- Morgan Stanley
- U.S. Bank, N.A.

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.

### Regulatory assets under management (Item 5.F)
- Total: $7,377,821,862
- Discretionary: $7,377,821,862
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 14 | $7,089,622,520 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $98,806,205 |
| Charitable organizations | 11 | $163,655,512 |
| Other investment advisers | 1 | $23,107,773 |
| Corporations or other businesses not listed above | 10 | $2,629,852 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 69 total, 20 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- apple.com/apple-podcasts
- etfs.eventideinvestments.com
- eventideadvisor.com
- eventideetfs.com
- eventidefunds.com
- eventideinvestments.com
- faithandinvesting.com
- goodadvisor.com
- goodinvestor.com
- learn.faithandinvesting.com
- linktr.ee/robincjohn
- mutualfunds.eventideinvestments.com
- open.spotify.com/genre/podcasts-web
- overcast.fm
- pocketcasts.com
- Instagram @eventideassetmanagement
- Instagram @eventidefunds
- Instagram @faithandinvesting
- LinkedIn @eventide-center-for-faith-and-investing
- LinkedIn @eventideassetmanagement
- X @eventidefunds
- YouTube @eventideassetmanagement
- YouTube @faithandinvesting

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $7,316,352,269 | 52 | March 31, 2021 |
| October 2022 | $8,841,806,590 | 72 | June 14, 2022 |
| October 2023 | $6,074,655,417 | 68 | August 4, 2023 |
| October 2024 | $6,984,451,470 | 69 | March 28, 2024 |
| October 2025 | $6,430,469,741 | 68 | March 28, 2025 |
| October 2026 | $7,377,821,862 | 69 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eventide Asset Management, LLC (CRD 147110): Form ADV filing data as of October 2026.