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| Evoke Wealth LLC
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|---|---|
| CRD # | 300856 |
| SEC # | 801-115290 |
| CIK # | 0001793432 |
| AUM | 17.29 B (2026-04-30) |
| Employees | 96 (26% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 424-372-1776 |
| Address | 10635 Santa Monica Blvd Los Angeles, CA 90025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| World Currency Gold Trust | 0.7 | ||
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Evoke Secondaries VI BR VI | [2026-03-31] | 84.6 M | 264.0 M |
| Filed 2025-06-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Evoke Real Estate Credit Fund 1 LP | 2024-10-08 | 100.7 M | |
| Other | Evoke Secondaries V KHP LP | 2024-10-08 | 249.4 M | |
| HF | Advanced Research Alpha Fund LP | [2024-03-28] | 433.6 M | 393.8 M |
| Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Advanced Research Alpha Fund Ltd | [2024-03-28] | 232.9 M | 244.9 M |
| Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Evoke Private Equity Opportunities Fund I LP | [2024-03-28] | 111.6 M | 142.0 M |
| Filed 2023-03-02 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | Evoke - Secondaries IV BR V LP | [2024-03-28] | 111.6 M | 427.1 M |
| Filed 2023-03-02 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Evoke Healthcare Real Estate Fund I HP IV LP | [2023-03-29] | 15.3 M | 97.0 M |
| Filed 2022-01-26 (D) · Exemption 3(c), 506(b), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | Evoke Innovation Fund I LP | [2023-03-29] | 62.9 M | 168.0 M |
| Filed 2023-02-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Evoke Multifamily Fund II JRK5 LP | [2023-03-29] | 162.4 M | 324.5 M |
| Filed 2022-08-30 (D) · Exemption 3(c), 506(b), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 874 | 12.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 23 | 3.0 |
| (g) Pension and profit sharing plans | 20 | 0.5 |
| (h) Charitable organizations | 29 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.2 |
| (n) Other | 18 | 0.3 |
| Total | 12,528 | 17.3 |
| By Discretionary | ||
| Discretionary | 11,168 | 14.4 |
| Non-Discretionary | 1,360 | 2.9 |
| Total | 12,528 | 17.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 17.2 | |
| Total | 12,528 | 17.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Mark Sear | Executive Officer | 50 | 6 | |
| David Hou | Executive Officer | 50 | 6 | |
| Hezy Shalev | Executive Officer | 9 | 4 | |
| Evoke Wealth LLC | Executive Officer | 25 | 2 | |
| Evoke GP LLC | Executive Officer | 24 | 2 | |
| Andrew Palmer | Executive Officer | 22 | 2 | |
| Alex Shahidi | Director, Executive Officer | 22 | 2 | |
| Evoke Holdings LLC | Executive Officer | 19 | 2 | |
| Darell Krasnoff | Executive Officer | 18 | 2 | |
| Damien Bisserier | Director, Executive Officer | 6 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001793432] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund, Real Estate |
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