Evolutionary Tree Capital Management, LLC's Form ADV discloses 0.95% on the first $5 million, 0.80% on the next $20 million, 0.60% on the next $25 million, and 0.50% on assets above $50 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #291127), Evolutionary Tree Capital Management, LLC is subject to fiduciary duty under federal law.
Evolutionary Tree Capital Management, LLC is headquartered in ALEXANDRIA, VA.
Evolutionary Tree Capital Management, LLC serves 37 high-net-worth clients according to their SEC filing dated April 24, 2026. View client details ↓
According to their SEC Form ADV, Evolutionary Tree Capital Management, LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
Evolutionary Tree Capital Management, LLC manages $92 million in client assets according to their SEC filing dated April 24, 2026.
According to their SEC Form ADV, Evolutionary Tree Capital Management, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓