Evolutionary Tree Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alexandria, VA. Its latest Form ADV filing, dated April 24, 2026, reports $92M in regulatory assets under management, 5 employees, and 77 accounts.
Assets Under Management
$92M
Employees
5
Offices
--
Total Clients
48
Primary office
ALEXANDRIA, VA
1199 N. FAIRFAX ST., SUITE 801, ALEXANDRIA, VA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.1% of total clients.
Top client categories% of clientsClients
1
HNWI
77.1%
37
2
Individuals
20.8%
10
3
Investment Cos.
2.1%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$92Mas of April 24, 2026
Discretionary100.0%
$92M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$92M
Total Accounts77
10Y AUM Change+$26M (+40.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee10:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.