Eventide Asset Management, LLC
Eventide Asset Management, LLC (CRD# 147110) is a financial advisory firm headquartered in Boston, MA. They manage $6,984,451,470 in 18 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management6,984MILLION
-
Total Number of Accounts18ACCOUNTS
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Average Account Value$388,025,082
Compensation Options
- A percentage of assets under your management
- Performance-based fees
- Other
Advisory Services Offered
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, CO, LA, MA, NC, NE, NH, PA, TX
Financial Advisors at Eventide Asset Management, LLC
1
Jeffrey Cave (CRD# 2875494) is an Investment Advisor Representative working at Eventide Asset Management, LLC in Doylestown, PA and has over 24 years of experience in the finance industry.
2
Stuart Slack (CRD# 2920127) is an Investment Advisor Representative working at Eventide Asset Management, LLC in Matthews, NC and has over 26 years of experience in the finance industry.
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