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| Evolution Investment Management LLC
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|---|---|
| CRD # | 324108 |
| SEC # | 801-127005 |
| CIK # | |
| AUM | 127.5 M (2026-05-19) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 512-615-5612 |
| Address | 3801 N Capital of Texas Hwy, Suite E205 Austin, TX 78746 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Evolution Realty Partners IV LLC | [2026-03-30] | 17.2 M | |
| Filed 2025-09-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | HIC - Evolution RP II LLC | [2023-03-31] | 25.0 M | 36.3 M |
| Filed 2022-01-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Evolution Realty Partners III LLC | [2022-03-30] | 20.2 M | 23.9 M |
| Filed 2023-01-18 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | HIC - Evolution RP I LLC | [2021-03-30] | 25.0 M | 31.2 M |
| Filed 2020-08-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Evolution Realty Partners II LLC | [2020-03-27] | 6.0 M | 11.2 M |
| Filed 2019-01-22 (D) · Exemption 506(b) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Evolution Realty Partners I LLC | [2017-03-31] | 28.6 M | 7.7 M |
| Filed 2017-09-18 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Net Assets Not Applicable | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 6 | 127.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 127.5 |
| By Discretionary | ||
| Discretionary | 6 | 127.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 127.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.5 | |
| Total | 6 | 127.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Raymond Jackson | Executive Officer | 35 | 6 | |
| Joseph Jolson | Director, Executive Officer | 27 | 5 | |
| Kent Ledbetter | Executive Officer | 2 | 2 | |
| Realty I LLC Jmp | Executive Officer | 1 | 1 | |
| Jmp Realty II LLC Jmp Realty II LLC | Executive Officer | 1 | 1 | |
| Jmp Realty III LLC Jmp Realty III LLC | Promoter | 1 | 1 | |
| Evolution Realty III LLC | Promoter | 1 | 1 | |
| Evolution Realty IV LLC | Promoter | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Real Estate |
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