Evoke Wealth is a fund manager in Los Angeles with $10.21 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
833323177
SEC advisor number
801-115290
FINRA CRD number
300856
AUM ?
$10.21 bn
(as of 22 May 23)
Accounts
8,511
(as of 22 May 23)
Employees
46
(19 investment advisory or research)
Address
Evoke Wealth
10635 SANTA MONICA BOULEVARD
SUITE 240
LOS ANGELES
CA 90025
10635 SANTA MONICA BOULEVARD
SUITE 240
LOS ANGELES
CA 90025
Office hours
Monday - Friday, 8:30AM - 5:00PM
Phone
4243721775
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Evoke Holdings, LLC | Managing Member | 01/2019 | > 75% |
Hou, David, Chih | Managing Partner | 05/2019 | 25-50% |
Kelso, Daniel, Arlin | Chief Compliance Officer | 05/2019 | < 5% |
Hou, David, Chih | Managing Partner | 05/2019 | < 5% |
Sear, Mark, Elliott | Managing Partner | 05/2020 | < 5% |
Eagle, Jane, Frances | Chief Financial Officer and Chief Operating Officer | 09/2020 | < 5% |
Shahidi, Alex, NMN | Managing Partner | 05/2020 | < 5% |
Bisserier, Damien, Adam | Managing Partner | 06/2020 | < 5% |
Bright, Eric, Scott | Managing Partner | 09/2020 | < 5% |
Krasnoff, Darell, Leonard | Managing Partner | 09/2020 | < 5% |
Palmer, Andrew, Douglas | Managing Partner | 09/2020 | < 5% |
Ownership
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21