Global Evolution USA, LLC

RIASEC RegisteredEst. 2013
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$298M
Accounts
4
Employees
24
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
161677
Registered since
August 6, 2013
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM
Client types
  • Investment Companies62.06%
  • 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

FINTRX

Overview

Global Evolution USA, LLC is a U.S.-registered limited liability company that began SEC registration in 2013 and serves institutional clients. The firm charges fees as a percentage of assets under management and identifies itself as an active ESG investor. Its stated advisory activities emphasize portfolio management for investment companies, pooled investment vehicles and for businesses or institutions. Ownership is listed as a combination of a foreign entity and an individual. The firm does not present itself as an independent capital allocator and is not classified as a multi-state or newly formed adviser. Public filings and profile data also show a range of industry roles beyond advisory work: broker-dealer activity, other investment adviser functions, CPO/CTA involvement, insurance-company relationships, real estate brokerage work, and acting as sponsor/GP/managing member of pooled investment vehicles.

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

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Client base

Client personas

Asset composition

Asset composition: Sovereign Bonds 70%, Other 11%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 5%, Non-Investment Grade Corp Bonds 4%70%
  • Sovereign Bonds70%
  • Other11%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents5%
  • Non-Investment Grade Corp Bonds4%

Owners & executives

2 of 2
  • Torben Schytt

    Torben Schytt

    Chief Operating Officer & Chief Financial OfficerCRD 7076652

  • Morten Bugge

    Morten Bugge

    Co-Founder, CEO and CIOCRD 6033389

Contacts

1 of 1
  • Sine Josefsen

    Sine Josefsen

    Head of Legal & ComplianceCRD 7711395

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth