EVANSTON CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2002
Total AUM
$4.5B
Discretionary
$4.5B
100% of AUM
Avg account
$449M
Accounts
10
Employees
28
Advisory reps
9

Firm details

Headquarters
EVANSTON, Illinois
CRD number
120338
Registered since
May 2, 2002
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles97.91%
  • Investment Companies2.09%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Evanston Capital Management, LLC is an SEC-registered investment manager organized as a limited liability company and operating since 2002. The firm positions itself as a multifaceted manager that runs hedge fund and private equity strategies and sponsors pooled investment vehicles. Its client base is institutional, and its compensation model combines a percentage-of-assets-under-management fee with performance-based fees typical of hedge fund structures. Evanston also functions in roles consistent with a commodity pool operator/commodity trading advisor and provides portfolio management for investment companies and pooled vehicles while selecting other advisers for those vehicles. The firm does not describe itself as an active ESG investor and is not characterized as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • KENNETH MEISTER

    President, Chief Operating OfficerCRD 4153081

  • ADAM BLITZ

    Founding Partner, CEO and CIOCRD 2978683

  • Brian Lease

    Partner & Chief Financial OfficerCRD 7342564

Contacts

3 of 6
  • SCOTT ZIMMERMAN

    PartnerCRD 3119802

  • MELANIE LORENZO

    Partner, CCOCRD 5876039

  • KRISTEN KIM

    PartnerCRD 6470322

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

EVANSTON, IL

COOK

Location

EVANSTON, IL

Headquartered in EVANSTON, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
1560 Sherman Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth