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EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
CRD 291127 · SEC 801-119228
1199 N. FAIRFAX ST., SUITE 801, ALEXANDRIA, VA, 22314, United States
Phone
703-544-2300
Fax
571-257-8051
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$91.7M
Discretionary AUM
$91.7M
Team
5 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $2.8M |
| High net worth individuals | 37 | $60.8M |
| Investment companies | 1 | $24.2M |
States served
CA, MD, MA, NJ, NY, TN, VA, FL
All web addresses on file
Official SEC filing: View on IAPD