GLOBAL EVOLUTION USA, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 161677
- Registered since
- August 6, 2013
- Website
- www.globalevolution.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies62.07%
- Pooled Investment Vehicles25.26%
- State / Municipal Government12.68%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Global Evolution USA, LLC is a U.S. advisory arm structured as a limited liability company and registered with the SEC in 2013. The firm serves an institutional client base and focuses its advisory work on portfolio management for investment companies, pooled investment vehicles and institutional or business accounts. Investment activity is tilted toward fixed income, with an emphasis on sovereign bond exposure, but the firm also runs pooled vehicles and private funds and acts in sponsor/GP roles on some pooled investments. The firm identifies as an active ESG investor, integrating environmental, social and governance considerations into its investment approach. It operates under a percentage-of-assets fee model and maintains industry relationships across a broad set of financial roles, including broker-dealer activity, other adviser functions, CPO/CTA involvement, insurance company arrangements and real estate brokerage and sponsorship.
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
Asset composition
- Sovereign Bonds70%
- Other11%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents5%
- Non-Investment Grade Corp Bonds4%
Owners & executives
2 of 2Torben Schytt
Chief Operating Officer & Chief Financial OfficerCRD 7076652
MORTEN BUGGE
Co-Founder, CEO and CIOCRD 6033389
Contacts
1 of 1Sine Josefsen
Head of Legal & ComplianceCRD 7711395
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
- 250 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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