Eventide Asset Management, LLC is a large advisory firm based in Boston. It manages $3.23 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of North Carolina and Pennsylvania.
Eventide Asset Management provides portfolio management for investment companies and model portfolio services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Eventide Asset Management, LLC is $3.23 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 393176% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Eventide Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Eventide Asset Management is investment companies with 5 clients and $3.23 billion of assets under management. Among the 10 most similar advisory firms, Eventide Asset Management has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $3.23 billion for 5 clients. None of the firm’s clients are foreign persons or businesses.
Eventide Asset Management doesn't advise any private funds.
The company employs 24 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Finny George Kuruvilla has served as the Chief Investment Officer since 1 Apr 2008 and Robin Cheriakalath John is the Chief Executive Officer of Eventide Asset Management, LLC family office. Peter Joseph Luiso joined the executive team most recently as the Chief Compliance Officer And General Counsel.
The principal office where Eventide Asset Management, LLC performs its advisory services is located at One International Place, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 877-771-3836. The normal business hours are 08:30 a.m. - 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at eventidefunds.com/.