EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 292216
- Registered since
- March 29, 2018
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles65.94%
- Other34.06%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Evolution Credit Partners Management, LLC is a privately owned investment adviser organized as an LLC and registered with the SEC in 2018. The firm serves institutional clients and provides portfolio management for pooled investment vehicles. Its fee arrangements include asset-based fees and performance-linked compensation. Evolution Credit Partners is not marketed as an ESG investor, and it does not identify as a multi-state adviser or a pension consultant. The firm also acts in sponsor and managing-member roles for pooled vehicles and sponsors limited partnerships in structures outside pooled vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
3 of 3JOHN MCGRATH
Chief Compliance OfficerCRD 7875436
LISA SCHWARZBERG
President, COOCRD 3107958
JOHN RUSSELL IV
CFOCRD 4515145
Contacts
3 of 3JOE LU
Head of CorporateCRD 5899650
MICHAEL GUARNIERI
Managing PartnerCRD 1579507
RENE CANEZIN
Managing PartnerCRD 3194197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 28 State St
- Time zone
- ET (UTC-5)
- Office locations
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