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Building 2EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

Map pinALEXANDRIA, VA
Phone703-544-2300
NotebookSEC #801-119228
Total AUM
$91.7M
Employees
5
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1199 N. FAIRFAX ST.
SUITE 801
ALEXANDRIA
VA 22314
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
703-544-2300

ReceiptFinancials

Total AUM
$91.7M
Accounts
77
Discretionary
$91.7M
Accounts
77
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$2.8M
HNW Individual Clients
37
AUM
$60.8M
Investment Company Clients
1
AUM
$24.2M
Pension/Profit Sharing Plan Clients
1
AUM
$2.9M
Corporation or Business Clients
1
AUM
$962.6K

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMDNJNYTNVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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