Evolution Global Advisors, LLC

Evolution Global Advisors, LLC provides discretionary portfolio management to individuals, high‑net‑worth clients, trusts/estates, charitable organizations, and businesses. As of December 31, 2025 the firm reported $2,017,805 in assets under management across five client accounts, generally requires a $250,000 opening investment, and does not accept non‑high‑net‑worth retail individual clients.

The firm implements model portfolios rather than bespoke accounts, typically with a foreign‑equity emphasis that can include emerging‑market equities, American Depositary Receipts (ADRs), ETFs, REITs and fixed‑income, and generally holds 0–5% in cash. Investment decisions are made on a discretionary basis using fundamental, technical and quantitative analysis, with a stated focus on capital appreciation and a tilt toward earnings growth and price momentum.

Evolution Global Advisors negotiates performance‑based fee arrangements for qualified clients (defined as at least $1,000,000 invested with the firm or $2.1 million in net worth), charging a 20% performance fee on excess returns relative to its benchmark (MSCI EAFE Small Cap Index) while reducing the asset‑based fee to 0.40% for those accounts. The firm also publishes hypothetical and actual performance results and claims GIPS® compliance with composite disclosures, which are relatively uncommon features among similarly supported advisory firms and have implications for reporting and conflict management.