EVOLVE INVESTING LLC

EVOLVE INVESTING LLC is an SEC-registered investment adviser (CRD 309587). Regulatory assets under management: $67.4M.

Registration

• CRD: 309587
• Type: Registered investment adviser
• Phone: 917-617-9101
• Latest filing: 2026-03-18
• Regulatory AUM: $67.4M
• Discretionary AUM: $67.4M
• Clients: 2
• Accounts: 156

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309587 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search