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 a privately owned investment adviser organized as an LLC and registered with the SEC in 2018. The firm serves institutional clients and provides portfolio management for pooled investment vehicles. Its fee arrangements include asset-based fees and performance-linked compensation. Evolution Credit Partners is not marketed as an ESG investor, and it does not identify as a multi-state adviser or a pension consultant. The firm also acts in sponsor and managing-member roles for pooled vehicles and sponsors limited partnerships in structures outside pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

    President, COOCRD 3107958

  • JOHN RUSSELL IV

    CFOCRD 4515145

Contacts

3 of 3
  • JOE LU

    Head of CorporateCRD 5899650

  • MICHAEL GUARNIERI

    Managing PartnerCRD 1579507

  • 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

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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