Evolution Capital Strategies LLC (Malvern)

Evolution Capital Strategies provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Evolution Capital Strategies: assets under management

The assets under management (AUM) of Evolution Capital Strategies LLC is $23.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $23.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.45 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Evolution Capital Strategies LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Malvern

The principal office where Evolution Capital Strategies LLC performs its advisory services is located at 596 Lancaster Ave, Malvern, PA 19355, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 484-356-3114 or by fax 610-370-6805. The normal business hours are 8:30am-5pm on Monday - Friday. You can find more information about the New York firm at www.evolutioncapital.net.

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