Asset manager · Boston, MA
Eventide Asset Management, LLC
SEC-registered investment adviser · CRD 147110 · SEC 801-69154
At a glance
Eventide Asset Management, LLC is an SEC-registered investment adviser based in Boston, Massachusetts, with $7.4 billion in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 578th of 3,218 asset managers and 1,640th of 17,210 SEC-registered advisers by assets.
Main office 877-771-3836eventideinvestments.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $7.4B
- Rank among asset managers
- #578 of 3,218
- Rank among all SEC RIAs
- #1,640 of 17,210
- Rank in Massachusetts
- #117 of 627
- Clients
- 38
- Accounts
- 38
- Discretionary
- 100% of AUM
- Employees
- 69
- Advisory staff
- 20
- Offices
- 1
Owners and executives on its Form ADV
- Robin C. JohnChief Executive Officer and Founding Member
- Finny G. KuruvillaCo-Chief Investment Officer and Founding Member
- Jason L. MyhreFounding Member
- Sean MathewChief Financial Officer
- Jennifer M. ReicheChief Compliance Officer
- Peter J. LuisoGeneral Counsel
Custody and brokerage
Broker-dealer
Hybrid RIA
Eventide Asset Management, LLC is a hybrid RIA: 13 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 14 | $7.1B | 96% |
| Charitable organizations | 11 | $164M | 2% |
| Pooled investment vehicles | 2 | $99M | 1% |
| Other investment advisers | 1 | $23M | <1% |
| Corporations or other businesses | 10 | $3M | <1% |
Private funds
Eventide Asset Management, LLC reports 2 private funds with $99M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Eventide Asset Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗eventideinvestments.com ↗
AtlasMembers
The full record on Eventide Asset Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 607 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Eventide Asset Management, LLC manage?
Eventide Asset Management, LLC reports $7.4 billion in regulatory assets under management across 38 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Eventide Asset Management, LLC?
Eventide Asset Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Eventide Asset Management, LLC’s clients?
By assets, its largest client types are investment companies ($7.1 billion, 14 clients); charitable organizations ($164 million, 11 clients); pooled investment vehicles ($99 million, 2 clients).
Does Eventide Asset Management, LLC manage private funds?
Yes. It reports 2 private funds with $99 million in gross assets, including private equity funds.
Does Eventide Asset Management, LLC have any disciplinary history?
Eventide Asset Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Eventide Asset Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →