Eventide Asset Management, LLC (Boston)

Name: Eventide Asset Management, LLC
Address: One International Place, Boston, MA, 02110
Telephone: 877-771-3836

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.

Eventide Asset Management: assets under management

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 firm manages $3.23 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $646.7 million each.

Fees & Commissions

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.

What kind of clients Eventide Asset Management serves?

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.

Careers at Eventide Asset Management, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Finny George Kuruvilla	Chief investment officer	1 Apr 2008	Other	5521199
Robin Cheriakalath John	President - chief compliance officer	1 Apr 2008	Other	5520571
Anil Mathew Thomas	Managing director of marketing	1 Apr 2008	Other	5521200
Isaac Chery	Managing director of accounts	1 Apr 2008	Other	5521201
Bobin John Cheriakalath	Operations manager	1 Apr 2008	Other	5521158
David Andrew Barksdale	Chief financial officer	1 Jun 2008	Other	5547537
David Barksdale	Managing director	1 Jun 2008	Other	5547537
Good News For India	Limited member	1 Jun 2008	Other	95-428-4681
Greg Gunter	Limited member	1 Jul 2008	Other	5597387
Sallie W Childers Living Trust	Limited member	1 Aug 2008	Other	25-8742946
Weinhold Andrew Timothy	Founding member	1 Aug 2008	Other	5595267
James B Munson	Founding member	1 Aug 2008	Other	5595268
Koshy Oomman Kalaikulathu	Limited member	1 Dec 2009	Other	5765048
George Kuruvilla Chavanikamannil	Limited member	1 Dec 2009	Other	5767280
Thomas Mammen	Limited member	1 Dec 2009	Other	5767281
Timothy Kuhn	Limited member	1 Mar 2010	Other	5851596
The Riggs Family Trust	Limited member	1 Apr 2010	Other	57-1725008
Jason Lewis Myhre	Founding member	1 Jan 2011	Other	5759663
American Ira Llc Fbo John Siverling Ira	Limited member	1 Jan 2012	Other	05-6144991
Ann Siverling Kirchhoff	Limited member	1 Jan 2012	Other	6049449
Robin Cheriakalath John	Chief executive officer	1 Dec 2012	Other	5520571
Bobin John Cheriakalath	Chief compliance officer	1 Dec 2012	Other	5521158
Rbc Capital Markets Llc Cust Fbo Mark Kamies Sep Ira	Limited partner	1 Oct 2013	Other	41-1416330
Anil Mathew Thomas	Limited member	1 Jul 2014	Other	5521200
Peter Joseph Luiso	Chief compliance officer and general counsel	1 Jun 2016	Other	5225870
Bobin John Cheriakalath	Director of compliance	1 Jun 2016	Other	5521158
Peter Luiso	Chief compliance officer and general counsel	1 Jun 2016	Other	5225870

Based in Boston

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/.