EVOLVE WEALTH ACCUMULATOR FUND MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SPRING, Texas
CRD number
316452

Firm profile

FINTRX

Overview

Evolve Wealth Accumulator Fund Management, LLC operates as a limited liability company that serves as sponsor, general partner and managing member for pooled investment vehicles. The firm’s public profile centers on operating a hedge fund vehicle rather than serving a broad advisory client base. It is not positioned as an ESG-focused manager, is not identified as a multi-state registered adviser, and is not described as a pension consultant or capital allocator. The organizational setup and activity indicate a manager-led, fund-centric business model where governance and investment decision-making sit with the firm as GP/sponsor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • DAVID GRZEBINSKI

    Chief Executive OfficerCRD 5576500

Contacts

1 of 1
  • SANJAY BHATIA

    Co-FounderCRD 4020963

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SPRING, TX

MONTGOMERY

Location

SPRING, TX

Headquartered in SPRING, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
MONTGOMERY
Address
350 Nursery Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth