Overview
Evolution Investment Management LLC (“Evolution,” “us” or “we”) is a Texas limited liability
companyestablishedinSeptember2022.EvolutionInvestmentPartnersLLC,aTexaslimited
liabilitycompany,isthesolememberofEvolutionInvestmentManagementLLC.KentLedbetter
andJimWilsonarethemembersandprincipalownersofEvolutionInvestmentPartnersLLC.
Weprovidediscretionaryinvestmentadvisoryservicestoanumberofprivateinvestmentfunds
(the“Funds”).TheFunds,sponsoredbyEvolutionInvestmentManagementLLC(oritsaffiliates),
areorganizedaslimitedliabilitycompaniesforwhichanaffiliateservesasthesolemanaging
member.TheFundspredominantlyinvestinequityandequityrelatedinvestmentsinentities
thathold,manageordeveloprealpropertybutmayalsoinvestopportunisticallyindebtand
equity-linked debt investments in such entities as well as other real estate-related economic
interests.
WemanageeachFundpursuanttotheobjectivesspecifiedinthematerialsbywhicheachFund
offersitsownershipintereststoinvestors.TheFunds’investorsdonothavetherighttospecify,
restrict,orinfluencetheirFunds’investmentobjectivesoranyinvestmentortradingdecisions.
PleaserefertoItem8ofthisBrochureforadditionalinformationregardingourmethods
of
analysis and investment strategies, and their associated risks. The information
providedabovemerelysummarizesthedetailedinformationprovidedintheappropriate
fund offering and organizational documents. Prospective investors should be aware of
additionalrisksandrequirementsassociatedwithanyinvestmentandshouldrefertothe
appropriate fund offering and organizational documents for important additional
informationandconsiderations.
AsofDecember31,2023,Evolutionhad$118,049,467indiscretionaryregulatoryassetsunder
management.