Evolutionary Tree Capital Management, LLC

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Client assets under management

$63,601,593

Clients

79% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,353,225

About

Evolutionary Tree provides discretionary portfolio and investment management to individual and institutional clients through separately managed accounts and advisory services to pooled vehicles. The firm also advises and manages the Evolutionary Tree Innovators Fund, a non‑diversified series of Ultimus Managers Trust, and offers advisory‑only services to institutional clients.

The firm pursues a long‑term, innovation‑focused concentrated growth strategy, combining bottom‑up company analysis with meso‑level industry and ecosystem assessment. Its research process relies on proprietary tools (an Evolutionary Shift Repository and an Innovator Repository) to identify investible innovations and construct conviction‑weighted portfolios generally limited to 35 or fewer holdings with low turnover.

Distinctive for a small firm, Evolutionary Tree manages a registered investment company alongside separately managed accounts and has documented side‑by‑side allocation procedures for accounts pursuing similar strategies. Investment decisions are centralized with the firm’s chief portfolio decision maker, and the brochure discloses operational practices such as use of soft‑dollar research, preclearance and reporting of personal trading, and related key‑person considerations.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management ESG / Sustainable investing Retirement income strategy

Fee options

Percentage

$0 - $5 million: 0.95% annually (Private Client Fee Schedule) $5 million - $25 million: 0.80% annually (Private Client Fee Schedule) $25 million - $50 million: 0.60% annually (Private Client Fee Schedule) $50 million+: 0.50% annually (Private Client Fee Schedule) $0 - $25 million: 0.70% annually (Institutional Fee Schedule) $25 million - $50 million: 0.60% annually (Institutional Fee Schedule) $50 million+: 0.50% annually (Institutional Fee Schedule)

Other

Account minimum: $1,000,000

Main office location

Evolutionary Tree Capital Management, LLC

1199 N. Fairfax St., Suite 801

Alexandria VA 22314, United States

Number of offices

Most active in

California · Florida · Maryland · Massachusetts · New Jersey · New York · Tennessee · Virginia

Disclosures

Business activities & affiliations

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website 703-544-2300

Advisors at this firm

Thomas R

CFA®

Alexandria, VA

Evolutionary Tree Capital Management, LLC

Thomas Ricketts is a CFA® charterholder with 23 years of industry experience. He has been with Evolutionary Tree Capital Management, LLC since 2017 and previously worked at the Massachusetts Institute of Technology and Sands Capital Management, LLC. Evolutionary Tree Capital Management provides discretionary portfolio and investment management services to individuals, family offices, institutions, and registered investment companies. The firm employs a concentrated, innovation-focused growth strategy based on fundamental proprietary research, managing portfolios with a multi-year horizon and typically fewer than 35 holdings.

Active portfolio management Concentrated stock management ESG / Sustainable investing Retirement income strategy

Andrew T

CFA®, Series 63

Collierville, TN

Evolutionary Tree Capital Management, LLC

Andrew Taylor is a CFA® charterholder with 22 years of industry experience. He is currently with Evolutionary Tree Capital Management, LLC and has previously worked at Finalis Securities LLC, Growth Capital Services Inc., Patrick Capital Markets, LLC, Trestle Point, LLC, and Cumberland Partners, LLC. Evolutionary Tree Capital Management provides discretionary portfolio and investment management to individuals, family offices, institutions, and registered investment companies. The firm employs a concentrated, innovation-focused growth strategy based on fundamental proprietary research, managing portfolios with a multi-year horizon and typically limited to 35 or fewer holdings.

Active portfolio management Concentrated stock management ESG / Sustainable investing Retirement income strategy

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