Evla Hills Equity Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$51,620,636
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
32
25% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
32
Average account size
$1,613,145
About
Evla Hills Equity Services LLC provides discretionary investment management and financial planning to individuals, small businesses, non-profit organizations, retirement accounts, and pooled investment vehicles, including an investment limited partnership it operates. The firm reports roughly $51.6 million in discretionary assets and also advises an unaffiliated pooled vehicle.
The firm describes an opportunistic, fundamentally driven approach that emphasizes assessment of upside potential and downside risk rather than conventional asset-allocation frameworks, and it typically holds concentrated equity portfolios of about 10–20 positions while seeking relatively uncorrelated opportunities. For pooled vehicles, investment decisions are tailored to the offering guidelines and the firm’s process can include short selling and adjustments between equity and fixed income to match client risk profiles.
Evla Hills is distinctive for serving as a private fund adviser and general partner to its fund while also advising an unaffiliated pooled vehicle — arrangements that involve performance-based compensation and investor qualification requirements uncommon for solo independent advisors. The firm’s client mix also includes corporate/business clients, pension or profit-sharing plans, and other institutional-type accounts, which is atypical for a similarly sized, single-advisor independent firm.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Fee options
20% incentive allocation on Fund profits exceeding prior losses; 10% performance fee on unaffiliated pooled investment vehicle profits exceeding prior losses.
Account minimum: $250,000
Main office location
Evla Hills Equity Services LLC
14005 Oak Hollow Lane
Saratoga CA 95070, United States
Number of offices
2
Most active in
Evla Hills Equity Services LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")