EVOLUTION INVESTMENT MANAGEMENT LLC

other names
  • EVOLUTION INVESTMENT MANAGEMENT LLC
  • STONE EDGE CAPITAL MANAGEMENT LLC

Adviser Profile
As of Date 03/31/2025
ADV Location AUSTIN, TX, United States
Adviser Type - Large advisory firm
Number of Employees 4 33%
of those in investment advisory functions 3 50%
Registration SEC, Approved, 12/08/2022
Other registrations (1)
AUM* 119,098,897 -19%
of that, discretionary 119,098,897 -19%
Private Fund GAV* 119,098,898 1%
Avg Account Size 23,819,779 -19%
SMA’s No
Private Funds 5
Contact Info 415 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

148M 127M 105M 84M 63M 42M 21M
2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count5 GAV$119,098,898

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Brochure Summary