Evolution Advisers is an investment advisor in Richmond with $184.83 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
264173823
SEC advisor number
801-110783
FINRA CRD number
149615
AUM ?
$184.83 mm
(as of 24 Aug 22)
Accounts
662
(as of 24 Aug 22)
Employees
6
(4 investment advisory or research)
Office hours
Monday - Friday, 9 AM - 5PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Obrien, David, John | Chief Compliance Officer | 04/2016 | 50-75% |
Clair, John, Benjamin | Principal | 02/2009 | 50-75% |
Obrien, David, John | Principal | 04/2016 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22