EVOLUTION EQUITY PARTNERS
Firm details
- Headquarters
- New York, New York
- CRD number
- 319748
- Registered since
- April 1, 2022
- Website
- evolutionequity.com
Firm profile
FINTRXOverview
Evolution Equity Partners is organized as a limited liability company and has been SEC-registered since 2022. Ownership is listed as a mix of a foreign entity and an individual. The firm’s public profile positions it as an active sponsor and general partner: it functions as an investment adviser and sponsor, and serves as GP and managing member for pooled investment vehicles. It is not identified as an active ESG investor and is not flagged as a multi-state adviser or a capital allocator.
Assets & Accounts
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
Owners & executives
1 of 1HEATHER FRASER
Chief Financial Officer and Chief Operating OfficerCRD 6027020
Contacts
2 of 2Dennis Smith
Founder and Managing PartnerCRD 7525272
Richard Seewald
Founder and Managing PartnerCRD 7525269
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 340 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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