Firm profile

EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC

BOSTON, MACRD 292216Latest ADV March 26, 2026

Evolution Credit Partners Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 26, 2026, reports $4.1B in regulatory assets under management, 43 employees, 1 office, and 35 accounts.

Assets Under Management
$4.1B
Employees
43
Offices
1 office
Total Clients
35
Primary office
BOSTON, MA
28 STATE STREET, 28TH FLOOR, BOSTON, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOJohn J. Mcgrath
CFOJohn J. Russell Iv
COOLisa B. Schwarzberg

Advisory services offered

2 types reported
Other advisory services
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentENDOWMENT/FUNDS OF ONE/MANAGED INVESTMENTS represent 54.3% of total clients.
Top client categories% of clientsClients
1
ENDOWMENT/FUNDS OF ONE/MANAGED INVESTMENTS
54.3%
19
2
Pooled Investment Vehicles
45.7%
16

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.1Bas of March 26, 2026
Discretionary93.0%
$3.8B
93% of total RAUM93.0%
Non-discretionary7.0%
$288M
7% of total RAUM7.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$4.1B
Total Accounts35
10Y AUM Change+$4.1B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees43
Clients per Employee1:1
10Y Employee Change+38 (+760.0%)

* 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.