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EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
ALEXANDRIA, Virginia
·
5 registered advisors
·
CRD# 291127
SEC# 801-119228
0
703-544-2300
01
Firm Overview
AUM
$103M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
5 registered advisors
Bryan K Jacobsen
ALEXANDRIA, Virginia
CRD# 3055957
Diane Mottola Daly
ALEXANDRIA, Virginia
CRD# 2372551
Evan Rhys Rosser
ALEXANDRIA, Virginia
CRD# 863944
Sonya Ricketts
ALEXANDRIA, Virginia
CRD# 6892777
Thomas Merrill Ricketts
ALEXANDRIA, Virginia
CRD# 4553716
05
Office Locations
ALEXANDRIA, Virginia
5 advisors
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Data sourced from SEC Form ADV filings. EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC (CRD# 291127) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.