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Evolutionary Tree Capital Management LLC
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CRD # | 291127 |
SEC # | 801-119228 |
CIK # | 0001844345 |
AUM | $103.5 MM (2024-08-23) |
Employees | 4 (75% Investors, 0% Brokers) |
Phone | 703-544-2300 |
Address | 1199 N Fairfax St Alexandria, VA 22314 |
Source | [IAPD] [EDGAR] [Website] [Twitter] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 9.5 | |
AMZN | 1,092,997.8 | 9.4 | |
NOW | 94,905.7 | 7.3 | |
HUBS | 14,707.1 | 4.8 | |
AXON | 6,746.1 | 4.4 | |
PRCT | 1,445.4 | 4.0 | |
UBER | 43,357.6 | 3.9 | |
MELI | 33,501.4 | 3.4 | |
ASND | 5,198.1 | 3.4 | |
SRPT | 6,533.7 | 3.3 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 12 | 2.8 |
(b) Individuals (high net worth individuals) | 51 | 66.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 29.9 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 1.9 |
(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 | 5 | 2.0 |
(n) Other | 0 | 0.0 |
Total | 98 | 103.5 |
By Discretionary | ||
Discretionary | 98 | 103.5 |
Non-Discretionary | 0 | 0.0 |
Total | 98 | 103.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.5 | |
United States Persons | 103.0 | |
Total | 98 | 103.5 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001844345] |
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TN | 0.1 |
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CA | 0.1 |
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OK | 0.1 |
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CornerStone Alternatives LLC
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SC | 0.1 |
Desmond Wealth Management Inc
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Delaware Avenue Wealth Planners LLC
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DE | 0.1 |