AdvisorRanked
100
Clean

EVENTIDE ASSET MANAGEMENT, LLC

ONE INTERNATIONAL PLACE, BOSTON, MA 2110
Fiduciaryfee-onlySEC Registered
877-771-3836 www.linkedin.com/company/eventide-center-for-faith-and-investing/ CRD #147110
$7.4B
Assets Managed
20
Clients
69
Employees
18
Years Active
since 2008

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46108. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 18 years.

Firm Details

Legal NameEVENTIDE ASSET MANAGEMENT, LLC
CRD Number#147110
SEC RegisteredYes
Registration Date2008-05-21
States RegisteredMA
Assets Under Management$7.4B
Number of Clients20
Employees69
Compensation Typefee-only
Last ADV Filing46108

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Frequently Asked Questions

Is EVENTIDE ASSET MANAGEMENT, LLC a fiduciary?

Yes. EVENTIDE ASSET MANAGEMENT, LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does EVENTIDE ASSET MANAGEMENT, LLC charge clients?

EVENTIDE ASSET MANAGEMENT, LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does EVENTIDE ASSET MANAGEMENT, LLC have any complaints?

No. EVENTIDE ASSET MANAGEMENT, LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 18 years of operation.

How does EVENTIDE ASSET MANAGEMENT, LLC compare to other advisors in BOSTON?

EVENTIDE ASSET MANAGEMENT, LLC has a Red Flag Score of 100/100. There are 339 registered advisory firms in BOSTON. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46108. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.