EVOLUTION INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 324108
- Registered since
- December 8, 2022
- Website
- evolutionim.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Evolution Investment Management LLC is an SEC-registered investment adviser organized as an LLC that focuses on pooled real estate investment vehicles. The firm acts as sponsor and as general partner/managing member of its pooled vehicles and provides portfolio management for those funds. Its client base is institutional, and its fee model combines a percentage-of-assets-under-management charge with performance-based fees. Evolution is not positioned as an ESG-focused manager, and it does not identify as a multi-state adviser. The firm was registered with the SEC in 2022 and is classified primarily as a real estate fund manager. Its activities center on operating and advising closed or pooled investment vehicles rather than providing broad retail advisory services or pension-consulting engagements.
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
3 of 3HENRIETTA GREEN
Chief Compliance OfficerCRD 2867602
JAMES WILSON
Chief Investment OfficerCRD 1590286
RICHARD LEDBETTER II
Chief Executive OfficerCRD 2277231
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 3801 N Capital of Texas Hwy
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
FINANCIAL AURORA, LLC.
RIAAUSTIN, TX
MASTERPIECE CAPITAL, LLC
RIAAUSTIN, TX
BIRDROCK WEALTH
RIAAUSTIN, TX
FORT ADVISORS INC
RIAAUSTIN, TX
LUCIEN STIRLING & GRAY ADVISORY GROUP INC
RIAAUSTIN, TX
MISSION HILL ADVISORS, LLC
RIAAUSTIN, TX