EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

1199 N. Fairfax St.
Suite 801
Alexandria, Virginia 22314
Tel: 703-544-2300

About EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC. The firm was established in 08/17/2020. They have over 1 offices throughout the country.

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC is a Alexandria, Virginia based Financial Planning firm with nearly $103,478,670 assets under management, offering retirement planning & investment advisory services to 98 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291127
SEC#	801-119228
Assets Managed by Firm	$103,478,670
No. of Clients	98
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	98	$103,478,670
Individuals (other than high net worth individuals)	12	$2,845,729
High net worth individuals	51	$66,784,270
Pension and profit sharing plans	Fewer than 5 clients	$1,937,288
Corporations or other businesses	5	$1,990,043

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