Evolution Credit Partners Management, LLC
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Learn more about Evolution Credit Partners Management, LLC
Overview
Evolution Credit Partners Management, LLC operates as a financial advisor company that has its headquarters in Boston, Massachusetts. It has $2.8 billion in assets under management across 28 accounts, making it one of the largest financial advisory firms in the country by assets under management (AUM). Evolution Credit Partners Management, LLC has a small team, including 10 financial advisors. Evolution Credit Partners Management, LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable financial assets like stocks, options and bonds.
Evolution Credit Partners Management, LLC administers most of its client assets in a discretionary manner. Discretionary management signifies that buy and sell choices for the client's account are made by a portfolio manager without requiring client authorization. Evolution Credit Partners Management, LLC also manages five non-discretionary accounts totaling $605.9 million in assets under management. The firm's average account size is $99.4 million. The average advisor at Evolution Credit Partners Management, LLC administers about three client accounts, placing it among the most individualized firms in the country.
The company's central office is located at 28 State Street, Boston, Massachusetts 2109. It is registered to serve customers across a few states, including Massachusetts and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Evolution Credit Partners Management, LLC by the Numbers
$2.8 billion
21
28
$99.4 million
Fee Structure
Fees for financial advisory services typically depend on the type of services offered. Fees charged by the company can consist of the following fee types: asset-based or performance-based. Evolution Credit Partners Management, LLC does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles and other. Out of its 28 clients, Evolution Credit Partners Management, LLC's largest client type is other. Around 25% of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Evolution Credit Partners Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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