Eventide Asset Management, LLC

Eventide Asset Management, LLC (CRD# 147110) is a financial advisory firm headquartered in Boston, MA. They manage $1,730,177,859 in 7 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,730
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $247,168,266
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, OH, PA

Financial Advisors at Eventide Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey J. Cave
CRD#: 2875494
Doylestown, PA
93
Wealthminder
score

Jeffrey Cave (CRD# 2875494) is an Investment Advisor Representative working at Eventide Asset Management, LLC in Doylestown, PA and has over 18 years of experience in the finance industry.

2
Richard W. Ranck
CRD#: 4560178
Sunbury, OH
93
Wealthminder
score

Richard Ranck (CRD# 4560178) is an Investment Advisor Representative working at Eventide Asset Management, LLC in Sunbury, OH and has over 14 years of experience in the finance industry.

3
Stuart L. Slack
CRD#: 2920127
1020 Crews Road, Matthews, NC 28105
93
Wealthminder
score

Stuart Slack (CRD# 2920127) is an Investment Advisor Representative working at Eventide Asset Management, LLC in Matthews, NC and has over 20 years of experience in the finance industry.

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