EVOLUTION CAPITAL MANAGEMENT LLC other names

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Adviser Profile

Registration status: Terminated

As of Date:

12/22/2023

Adviser Type:

- Large advisory firm

Number of Employees:

13

of those in investment advisory functions:

2

AUM:

645,926,042 1.10%

of that, discretionary:

645,926,042 1.10%

Private Fund GAV:

0 -100.00%

Avg Account Size:

107,654,340 34.80%

SMA’s:

NO

Private Funds:

0 5

Contact Info

775 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
646M 554M 461M 369M 277M 185M 92M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

In Hedge Fund Pay Dispute, Portfolio Manager Denies Misconduct - Bloomberg
12/15/2022

A hedge fund manager involved in a multi-million dollar pay dispute with his former employer, Evolution Capital Management, denied claims by the ...

Bloomberg

Hedge Fund and Insider Trading News: Anthony Scaramucci, Coatue Management, Bridgewater Associates, Viking Global Investors, Evolution Capital Management, Tangency Capital, Cable One Inc (CABO), Boeing Co (BA), and More
11/11/2022

Tiger Global, Coatue, and Other Hedge Funds Tried to Upend Venture Capital. It Backfired and Now They’re ‘Licking Their Wounds,’ VCs say. (Business Insider) As 2022 rolls to a close, the statistics are clear: So-called crossover investment firms like Tiger Global and Coatue Management — which whipped the venture-capital industry into a dealmaking frenzy in […]

Insider Monkey

Fund Manager Gagliardi Faces Block-Trading Probe, Ex-Employer Says - Bloomberg.com
11/11/2022

A lawsuit filed by the hedge fund Evolution Capital Management says that federal authorities are probing the activities of Robert Gagliardi, ...

Bloomberg

Shannon Coates
03/31/2021

She is the legal and compliance counsel to Perth-based corporate advisory firm Evolution Capital Partners, which specialises in the provision of corporate services to ASX-, JSE- and AIM-listed companies. Ms Coates was a past recipient of the West ...

businessnews.com.au

Food Revolution Group (ASX:FOD) secures $3M investment
03/29/2021

The Food Revolution Group (ASX:FOD) has secured a $3 million investment from two global institutes via Evolution Capital Advisors.

themarketherald.com.au

Miami alums gives thousands to local accelerator
03/29/2021

Jeffrey and Sarah Kadlic have committed $50,000 to start the Sarah and Jeffrey Kadlic Entrepreneurial Growth Fund to benefit ... is a founding partner of Evolution Capital Partners in Cleveland ...

bizjournals.com

Private Funds



Employees




Brochure Summary

Overview

A. Advisory Business Evolution is an investment adviser with its principal place of business in Crystal Bay, Nevada. Evolution was formed in May 2002 and is a limited liability company organized in the State of Delaware. Michael Lerch is the founder and sole owner of Evolution. B. Advisory Services Evolution provides investment advisory services on a discretionary basis to pooled investment vehicles that are structured as Delaware limited liability companies, Cayman Islands limited partnerships, or Cayman Islands exempted companies (also referred to herein as “Client”, “Clients”, “Fund”, or “Funds”) for which Evolution acts as investment manager. References to an “investor” or “investors” in this Brochure refer to investors in Funds. C. Tailored Advisory Services Evolution is granted broad investment authority with respect to the management of its Funds, subject to such investment restrictions as may be set forth in the confidential private offering memorandum, investment management agreement, operating agreement (with respect to Funds formed as limited liability companies), limited
partnership agreement (with respect to Funds formed as Cayman Islands limited partnerships), memorandum and articles of association (with respect to Funds formed as Cayman Islands exempted companies), and other governing documents of each Fund (collectively, the “Governing Documents”). There is no assurance that any Fund’s investment objectives will be achieved. Evolution has entered into “side letters” or similar agreements with certain investors in the Funds granting the investor specific rights, economic terms, benefits, or privileges that are not made available to other investors. Investors may not impose restrictions on investing in certain securities and/or investments and/or certain types of securities and/or investments except as agreed to in the Governing Documents or in a side letter. D. Wrap Fee Programs Evolution does not participate in wrap fee programs. E. Client Assets Managed on a Discretionary Basis As of December 31, 2022, Evolution managed approximately $645,926,043 in regulatory assets under management, all of which was managed on a discretionary basis.