EVOLUTION INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2022
Total AUM
$128M
Discretionary
$128M
100% of AUM
Avg account
$21.3M
Accounts
6
Employees
4
Advisory reps
3

Firm details

Headquarters
AUSTIN, Texas
CRD number
324108
Registered since
December 8, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Evolution Investment Management LLC is an SEC-registered investment adviser organized as an LLC that focuses on pooled real estate investment vehicles. The firm acts as sponsor and as general partner/managing member of its pooled vehicles and provides portfolio management for those funds. Its client base is institutional, and its fee model combines a percentage-of-assets-under-management charge with performance-based fees. Evolution is not positioned as an ESG-focused manager, and it does not identify as a multi-state adviser. The firm was registered with the SEC in 2022 and is classified primarily as a real estate fund manager. Its activities center on operating and advising closed or pooled investment vehicles rather than providing broad retail advisory services or pension-consulting engagements.

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

3 of 3
  • HENRIETTA GREEN

    Chief Compliance OfficerCRD 2867602

  • JAMES WILSON

    Chief Investment OfficerCRD 1590286

  • RICHARD LEDBETTER II

    Chief Executive OfficerCRD 2277231

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
3801 N Capital of Texas Hwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth