EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- ALEXANDRIA, Virginia
- CRD number
- 291127
- Registered since
- August 17, 2020
- Website
- evolutionarytree.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.3%
- Investment Companies26.39%
- Pension & Profit Sharing Plans3.19%
- Individuals3.06%
- Corporations / Businesses1.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Evolutionary Tree Capital Management, LLC is an SEC-registered investment adviser formed in 2020 and organized as an LLC. The firm manages portfolios for individuals, families and institutional clients, providing portfolio management for retail clients, investment companies and businesses or institutions. Its business model is fee-based, charging a percentage of assets under management, and filings indicate it is not positioned as a capital allocator or an ESG-focused manager.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1ANDREANA GUILLET
Chief Compliance OfficerCRD 8240009
Contacts
2 of 2THOMAS RICKETTS
PresidentCRD 4553716
ANDREW TAYLOR
Director of Client RelationsCRD 4342791
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALEXANDRIA, VA
ALEXANDRIA CITY
Location
ALEXANDRIA, VA
Headquartered in ALEXANDRIA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- ALEXANDRIA CITY
- Address
- 1199 N Fairfax St
- Time zone
- ET (UTC-5)
- Office locations
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