EVOLUTION EQUITY PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
319748
Registered since
April 1, 2022

Firm profile

FINTRX

Overview

Evolution Equity Partners is organized as a limited liability company and has been SEC-registered since 2022. Ownership is listed as a mix of a foreign entity and an individual. The firm’s public profile positions it as an active sponsor and general partner: it functions as an investment adviser and sponsor, and serves as GP and managing member for pooled investment vehicles. It is not identified as an active ESG investor and is not flagged as a multi-state adviser or a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • HEATHER FRASER

    Chief Financial Officer and Chief Operating OfficerCRD 6027020

Contacts

2 of 2
  • Dennis Smith

    Founder and Managing PartnerCRD 7525272

  • Richard Seewald

    Founder and Managing PartnerCRD 7525269

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
340 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth