Evolution Capital Management is a fund manager in Crystal Bay with $645.93 mm assets under management.
Company profile
Website
Employees
Industry
SEC CIK
IRS number
331006457
SEC advisor number
801-100485
FINRA CRD number
161668
AUM ?
$645.93 mm
(as of 28 Apr 23)
Accounts
6
(as of 28 Apr 23)
Employees
13
(2 investment advisory or research)
Office hours
Monday - Friday, 9 AM TO 5 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Lerch, Michael, Lee | Chief Investment Officer and Owner | 08/2002 | > 75% |
Chisholm, Richard, George | Chief Executive Officer | 08/2005 | < 5% |
Tsai, Gerald, Hwa Wei | General Counsel and Chief Compliance Officer | 11/2014 | < 5% |
Brindle, Adrian, John | Chief Financial Officer | 04/2014 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Evolution Capital Management LLC | $645.93 mm | |
Endeavor Strategies LP | $150.23 mm | Hedge Fund |
Evo Absolute Return Master Fund | $490.06 mm | Hedge Fund |
Evo Absolute Return Fund | ||
Evo Absolute Return Fund LLC | ||
Japan Opportunities Master Fund LTD. | $47.73 mm | Hedge Fund |
Japan Opportunities LTD. |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22