Evolutionary Tree Capital Management, LLC
Firm details
- Headquarters
- Alexandria, Virginia
- CRD number
- 291127
- Registered since
- August 17, 2020
- Website
- evolutionarytree.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.3%
- Investment Companies26.39%
- Pension & Profit Sharing Plans3.19%
- Individuals3.06%
- Corporations / Businesses1.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Evolutionary Tree Capital Management, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2020. The firm manages portfolios on a percentage-of-AUM fee basis for a mix of individual and family clients as well as institutional and business accounts. Its advisory work spans portfolio management for individuals and small businesses, investment companies, and other businesses or institutions. The firm does not identify as an active ESG investor, is not designated as a capital allocator, and is not listed as a multi-state adviser in the snapshot data.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1Andreana Guillet
Chief Compliance OfficerCRD 8240009
Contacts
2 of 2
Thomas Ricketts
PresidentCRD 4553716
Andrew Taylor
Director of Client RelationsCRD 4342791
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Alexandria, VA
Alexandria City
Location
Alexandria, VA
Headquartered in Alexandria, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Alexandria City
- Address
- 1199 N Fairfax St
- Time zone
- ET (UTC-5)
- Office locations
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