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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Evolution Investment Management LLC
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| CRD # | 324108 |
| SEC # | 801-127005 |
| CIK # | |
| AUM | $119.1 M (2025-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 512-615-5612 |
| Address | 3801 N Capital of Texas Hwy, Suite E205 Austin, TX 78746 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | HIC - Evolution RP II LLC | [2023-03-31] | 25.0 | 35.7 |
| RE | Evolution Realty Partners III LLC | [2022-03-30] | 20.2 | 22.5 |
| RE | HIC - Evolution RP I LLC | [2021-03-30] | 25.0 | 36.8 |
| RE | Evolution Realty Partners II LLC | [2020-03-27] | 6.0 | 14.2 |
| RE | Evolution Realty Partners I LLC | [2017-03-31] | 28.6 | 9.7 |
| 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 | 5 | 119.1 |
| (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 | 5 | 119.1 |
| By Discretionary | ||
| Discretionary | 5 | 119.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 119.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.1 | |
| Total | 5 | 119.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Raymond Jackson | 34 | ||
| Joseph Jolson | 27 | ||
| Kent Ledbetter | 2 | ||
| Realty I LLC Jmp | 1 | ||
| Jmp Realty II LLC Jmp Realty II LLC | 1 | ||
| Jmp Realty III LLC Jmp Realty III LLC | 1 | ||
| Evolution Realty III LLC | 1 | ||
| HIC - JMP RP I Managing Member LLC | 1 |
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|---|---|---|
|
Blue Moon Capital Management LLC
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MA | 0.1 |
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Ascentris LLC
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CO | 0.1 |
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AII Capital Management LLC
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CA | 0.1 |
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Tryperion Holdings LLC
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CA | 0.1 |
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NY | 0.1 |
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Eagle Group Finance Loan Corp
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CA | 0.1 |
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Baseline Partners LLC
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AZ | 0.1 |
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Seneca Capital Management LLC
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|
CO | 0.1 |
|
Quadrant Real Estate Advisors LLC
✚
|
GA | 0.1 |
|
SLG Capital Management LLC
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|
NY | 0.1 |