9AT: EPIC - Summary

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EPIC
Summary

EPIC

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other names

EPIC
EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC
EPIC FUNDS

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Adviser Profile

Registration status

Registration Changed to EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC

As of Date	03/30/2021
Adviser Type
Number of Employees	5
of those in investment advisory functions	5

AUM^*	0
of that, discretionary
Private Fund GAV^*	0
SMA’s	No
Private Funds	0

Client Types

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary

Non-discretionary

1 1 1 1

2020 2021

Private Funds

GAV Count

Employees

Brochure Summary

Overview

Evolution Private Investment Collective LLC (“EPIC”) is a Colorado limited liability company founded in 2020. EPIC serves as the investment manager to privately offered partnerships (generally referred to throughout this document as a “Fund,” or collectively, the “Funds”). EPIC maintains discretionary authority over the investments made by the Funds and tailors its investment advice based on each Fund’s investment objectives. The Funds have different classes of Interests, each with unique goals. The Funds will make direct investments in other private investment funds that are managed by third-party investment managers (“Managers”) who invest in asset classes such as private equity,

private debt, real estate, and venture capital. The Funds may also participate in direct co-investment opportunities alongside private funds (“Co-investments”). EPIC’s partners are George Alec Garza and Charles Willhoit (collectively, the “Principal Owners”). EPIC manages each Fund within the guidelines and restrictions outlined in the Funds’ governing documents and within respective regulatory guidelines or limitations. Investment advice is provided directly to the Funds and is not tailored to the individual needs of investors. EPIC has approximately $139,937,727.66 in assets under management as of September 30, 2023. Client assets are managed on a discretionary basis.

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