EVOLUTION GLOBAL ADVISORS, LLC

Overview

Evolution Global Advisors, LLC is a small, owner-managed advisory firm that focuses on portfolio management for individuals, small businesses and institutional clients. The firm charges both a percentage-of-AUM fee and performance-based fees, and it appears to favor liquid public equity exposure as the backbone of client portfolios. Evolution Global Advisors does not present itself as a capital allocator and is not an active ESG investor. Its advisory scope is limited rather than broad: portfolio management is the primary activity and the client base is largely individual and family-oriented. Investment activity centers on exchange-traded equities and ETFs as the dominant allocation, with supplemental exposure to third-party alternative managers in hedge funds and real estate. The firm’s use of performance fees suggests it may run fee arrangements tied to relative or absolute return targets for certain mandates or strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices