Evolution Credit Partners Management, LLC

RIASEC RegisteredEst. 2018
Total AUM
$4.1B
Discretionary
$3.8B
93% of AUM
Avg account
$118M
Accounts
35
Employees
43
Advisory reps
6

Firm details

Headquarters
Boston, Massachusetts
CRD number
292216
Registered since
March 29, 2018
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles65.94%
  • Other34.06%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Evolution Credit Partners Management, LLC is an SEC-registered institutional RIA organized as an LLC and registered in 2018. The firm serves an institutional client base and focuses on managing pooled investment vehicles — it acts as portfolio manager for those vehicles and also sponsors or serves as a GP/managing member of pooled investment vehicles and limited partnerships. Fee arrangements include a percentage-of-AUM charge alongside performance-based fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is owned by an individual.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • John Mcgrath

    Chief Compliance OfficerCRD 7875436

  • Lisa Schwarzberg

    Lisa Schwarzberg

    President, COOCRD 3107958

  • John Russell Iv

    John Russell Iv

    CFOCRD 4515145

Contacts

3 of 3
  • Joe Lu

    Joe Lu

    Head of CorporateCRD 5899650

  • Michael Guarnieri

    Michael Guarnieri

    Managing PartnerCRD 1579507

  • Rene Canezin

    Rene Canezin

    Managing PartnerCRD 3194197

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
28 State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth