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 Companies62.07%
  • 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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Chief Operating Officer & Chief Financial OfficerCRD 7076652

  • MORTEN BUGGE

    Co-Founder, CEO and CIOCRD 6033389

Contacts

1 of 1
  • Sine Josefsen

    Head of Legal & ComplianceCRD 7711395

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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