Global Evolution USA, LLC

RIASEC RegisteredEst. 2013

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$298M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 161677
Registered since: August 6, 2013
Website: www.globalevolution.com
Custodians: STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: Investment Companies62.06%
Pooled Investment Vehicles25.26%
State / Municipal Government12.68%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Global Evolution USA, LLC is an SEC-registered institutional registered investment adviser formed as an LLC in 2013. The firm serves institutional clients and charges fees based on a percentage of assets under management. Ownership includes both a foreign-entity component and individual ownership, and the firm lists portfolio management for investment companies, pooled investment vehicles, and businesses or institutions among its advisory activities. The firm identifies as an active ESG investor. Its regulatory and market roles extend beyond pure advisory work: disclosed affiliations include broker-dealer activity, other investment adviser roles, CPO/CTA functions, insurance company ties, real estate brokerage, and acting as sponsor/GP/managing member of pooled vehicles, which implies involvement in creating and operating investment vehicles in addition to managing them.