Evolution Credit Partners Management, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
3 of 3John 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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