EVATI ADVISORY SERVICES, LLC

Legal name: EVATI ADVISORY

CRD #289281 SEC #801-111667 EVANSTON, IL 888-382-8475

SEC Registered

Total AUM

$2.2M

Discretionary

$2.2M

Employees

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jun 26, 2020
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Agarwal, Shachindra	I	CHIEF TECHNOLOGY OFFICER	NA	Control
Agarwal, Shachindra	I	CHIEF TECHNOLOGY OFFICER	NA	Control
Agarwal, Shachindra	I	CHIEF TECHNOLOGY OFFICER	NA	Control
Agarwal, Shachindra	I	CHIEF TECHNOLOGY OFFICER	NA	Control
Agarwal, Shachindra	I	CHIEF TECHNOLOGY OFFICER	NA	Control
Agarwal, Shachindra	I	CHIEF TECHNOLOGY OFFICER	NA	Control
Agarwal, Shachindra	I	CHIEF TECHNOLOGY OFFICER	NA	Control
Agarwal, Shachindra	I	CHIEF TECHNOLOGY OFFICER	NA	Control
Agarwal, Shachindra	I	CHIEF TECHNOLOGY OFFICER	NA	Control
Agarwal, Shachindra	I	CHIEF TECHNOLOGY OFFICER	NA	Control
Agarwal, Shachindra	I	CHIEF TECHNOLOGY OFFICER	NA	Control
Agarwal, Shachindra	I	CHIEF TECHNOLOGY OFFICER	NA	Control
Agarwal, Shachindra	I	CHIEF TECHNOLOGY OFFICER	NA	Control
Agarwal, Shachindra	I	CHIEF TECHNOLOGY OFFICER	NA	Control
Agarwal, Shachindra	I	CHIEF TECHNOLOGY OFFICER	NA	Control
Bruno, Frank, Phillip	I	ELECTED MANAGER	NA	Control
Bruno, Frank, Phillip	I	ELECTED MANAGER	NA	Control
Bruno, Frank, Phillip	I	ELECTED MANAGER	NA	Control
Bruno, Frank, Phillip	I	ELECTED MANAGER	NA	Control
Bruno, Frank, Phillip	I	ELECTED MANAGER	NA	Control
Bruno, Frank, Phillip	I	ELECTED MANAGER	NA	Control
Bruno, Frank, Phillip	I	ELECTED MANAGER	NA	Control
Bruno, Frank, Phillip	I	ELECTED MANAGER	NA	Control
Bruno, Frank, Phillip	I	ELECTED MANAGER	NA	Control
Bruno, Frank, Phillip	I	ELECTED MANAGER	NA	Control
Bruno, Frank, Phillip	I	ELECTED MANAGER	NA	Control
Bruno, Frank, Phillip	I	ELECTED MANAGER	NA	Control
Bruno, Frank, Phillip	I	ELECTED MANAGER	NA	Control
Bruno, Frank, Phillip	I	ELECTED MANAGER	NA	Control
Bruno, Frank, Phillip	I	ELECTED MANAGER	NA	Control
Bruno, Frank, Phillip	I	ELECTED MANAGER	NA	Control
CLEMSON, PETER, LINDSAY	I	ELECTED MANAGER	NA	Control
CLEMSON, PETER, LINDSAY	I	ELECTED MANAGER	NA	Control
CLEMSON, PETER, LINDSAY	I	ELECTED MANAGER	NA	Control
CLEMSON, PETER, LINDSAY	I	ELECTED MANAGER	NA	Control
CLEMSON, PETER, LINDSAY	I	ELECTED MANAGER	NA	Control
CLEMSON, PETER, LINDSAY	I	ELECTED MANAGER	NA	Control
CLEMSON, PETER, LINDSAY	I	ELECTED MANAGER	NA	Control
CLEMSON, PETER, LINDSAY	I	ELECTED MANAGER	NA	Control
CLEMSON, PETER, LINDSAY	I	ELECTED MANAGER	NA	Control
CLEMSON, PETER, LINDSAY	I	ELECTED MANAGER	NA	Control
CLEMSON, PETER, LINDSAY	I	ELECTED MANAGER	NA	Control
CLEMSON, PETER, LINDSAY	I	ELECTED MANAGER	NA	Control
CLEMSON, PETER, LINDSAY	I	ELECTED MANAGER	NA	Control
CLEMSON, PETER, LINDSAY	I	ELECTED MANAGER	NA	Control
CLEMSON, PETER, LINDSAY	I	ELECTED MANAGER	NA	Control
CLEMSON, PETER, LINDSAY	I	ELECTED MANAGER	NA	Control
STEIN, BENJAMIN, WILL	I	CHIEF OPERATING OFFICER	NA	Control
STEIN, BENJAMIN, WILL	I	CHIEF OPERATING OFFICER	NA	Control
STEIN, BENJAMIN, WILL	I	CHIEF OPERATING OFFICER	NA	Control
STEIN, BENJAMIN, WILL	I	CHIEF OPERATING OFFICER	NA	Control
STEIN, BENJAMIN, WILL	I	CHIEF OPERATING OFFICER	NA	Control
STEIN, BENJAMIN, WILL	I	CHIEF OPERATING OFFICER	NA	Control
STEIN, BENJAMIN, WILL	I	CHIEF OPERATING OFFICER	NA	Control
STEIN, BENJAMIN, WILL	I	CHIEF OPERATING OFFICER	NA	Control
STEIN, BENJAMIN, WILL	I	CHIEF OPERATING OFFICER	NA	Control
STEIN, BENJAMIN, WILL	I	CHIEF OPERATING OFFICER	NA	Control
STEIN, BENJAMIN, WILL	I	CHIEF OPERATING OFFICER	NA	Control
STEIN, BENJAMIN, WILL	I	CHIEF OPERATING OFFICER	NA	Control
STEIN, BENJAMIN, WILL	I	CHIEF OPERATING OFFICER	NA	Control
STEIN, BENJAMIN, WILL	I	CHIEF OPERATING OFFICER	NA	Control
STEIN, BENJAMIN, WILL	I	CHIEF OPERATING OFFICER	NA	Control
Spalding, Robert, McPherson	I	CHIEF COMPLIANCE OFFICER	NA	Control
Spalding, Robert, McPherson	I	CHIEF COMPLIANCE OFFICER	NA	Control
Spalding, Robert, McPherson	I	CHIEF COMPLIANCE OFFICER	NA	Control
Spalding, Robert, McPherson	I	CHIEF COMPLIANCE OFFICER	NA	Control
Spalding, Robert, McPherson	I	CHIEF COMPLIANCE OFFICER	NA	Control
Spalding, Robert, McPherson	I	CHIEF COMPLIANCE OFFICER	NA	Control
Spalding, Robert, McPherson	I	CHIEF COMPLIANCE OFFICER	NA	Control
Spalding, Robert, McPherson	I	CHIEF COMPLIANCE OFFICER	NA	Control
Spalding, Robert, McPherson	I	CHIEF COMPLIANCE OFFICER	NA	Control
Spalding, Robert, McPherson	I	CHIEF COMPLIANCE OFFICER	NA	Control
Spalding, Robert, McPherson	I	CHIEF COMPLIANCE OFFICER	NA	Control
Spalding, Robert, McPherson	I	CHIEF COMPLIANCE OFFICER	NA	Control
Spalding, Robert, McPherson	I	CHIEF COMPLIANCE OFFICER	NA	Control
Spalding, Robert, McPherson	I	CHIEF COMPLIANCE OFFICER	NA	Control
Spalding, Robert, McPherson	I	CHIEF COMPLIANCE OFFICER	NA	Control
Spalding, Robert, McPherson	I	CHIEF COMPLIANCE OFFICER	NA	Control
Spalding, Robert, McPherson	I	CHIEF COMPLIANCE OFFICER	NA	Control
Toppen, Trevor	I	CHIEF FINANCIAL OFFICER	NA	Control
Toppen, Trevor	I	CHIEF FINANCIAL OFFICER	NA	Control
Toppen, Trevor	I	CHIEF FINANCIAL OFFICER	NA	Control
Toppen, Trevor	I	CHIEF FINANCIAL OFFICER	NA	Control
Toppen, Trevor	I	CHIEF FINANCIAL OFFICER	NA	Control
Toppen, Trevor	I	CHIEF FINANCIAL OFFICER	NA	Control
Toppen, Trevor	I	CHIEF FINANCIAL OFFICER	NA	Control
Toppen, Trevor	I	CHIEF FINANCIAL OFFICER	NA	Control
Toppen, Trevor	I	CHIEF FINANCIAL OFFICER	NA	Control
Toppen, Trevor	I	CHIEF FINANCIAL OFFICER	NA	Control
Toppen, Trevor	I	CHIEF FINANCIAL OFFICER	NA	Control
Toppen, Trevor	I	CHIEF FINANCIAL OFFICER	NA	Control
Toppen, Trevor	I	CHIEF FINANCIAL OFFICER	NA	Control
Toppen, Trevor	I	CHIEF FINANCIAL OFFICER	NA	Control
Toppen, Trevor	I	CHIEF FINANCIAL OFFICER	NA	Control
ELEVATION TECHNOLOGIES, INC.	DE	MEMBER	E	Control
ELEVATION TECHNOLOGIES, INC.	DE	SHAREHOLDER	E	Control
EVATI, INC.	DE	MEMBER	E	Control
EVATI, INC.	DE	MEMBER	E	Control
EVATI, INC.	DE	MEMBER	E	Control
EVATI, INC.	DE	MEMBER	E	Control
EVATI, INC.	DE	MEMBER	E	Control
EVATI, INC.	DE	MEMBER	E	Control
EVATI, INC.	DE	MEMBER	E	Control
EVATI, INC.	DE	MEMBER	E	Control
EVATI, INC.	DE	MEMBER	E	Control
EVATI, INC.	DE	MEMBER	E	Control
EVATI, INC.	DE	MEMBER	E	Control
EVATI, INC.	DE	MEMBER	E	Control
EVATI, INC.	DE	MEMBER	E	Control
EVATI, INC.	DE	MEMBER	E	Control
EVATI, INC.	DE	MEMBER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
CLEMSON, PETER, LINDSAY	I	ELEVATION TECHNOLOGIES, INC.	E	Control
CLEMSON, PETER, LINDSAY	I	ELEVATION TECHNOLOGIES, INC.	E	Control
CLEMSON, PETER, LINDSAY	I	EVATI, INC.	E	Control
CLEMSON, PETER, LINDSAY	I	EVATI, INC.	E	Control
CLEMSON, PETER, LINDSAY	I	EVATI, INC.	E	Control
CLEMSON, PETER, LINDSAY	I	EVATI, INC.	E	Control
CLEMSON, PETER, LINDSAY	I	EVATI, INC.	E	Control
CLEMSON, PETER, LINDSAY	I	EVATI, INC.	E	Control
CLEMSON, PETER, LINDSAY	I	EVATI, INC.	E	Control
CLEMSON, PETER, LINDSAY	I	EVATI, INC.	E	Control
CLEMSON, PETER, LINDSAY	I	EVATI, INC.	E	Control
CLEMSON, PETER, LINDSAY	I	EVATI, INC.	E	Control
CLEMSON, PETER, LINDSAY	I	EVATI, INC.	E	Control
CLEMSON, PETER, LINDSAY	I	EVATI, INC.	E	Control
CLEMSON, PETER, LINDSAY	I	EVATI, INC.	E	Control
CLEMSON, PETER, LINDSAY	I	EVATI, INC.	E	Control
CLEMSON, PETER, LINDSAY	I	EVATI, INC.	E	Control
Bruno, Frank, Phillip	I	ELEVATION TECHNOLOGIES, INC.	C	Control
Bruno, Frank, Phillip	I	ELEVATION TECHNOLOGIES, INC.	C	Control
Bruno, Frank, Phillip	I	EVATI, INC.	C	Control
Bruno, Frank, Phillip	I	EVATI, INC.	C	Control
Bruno, Frank, Phillip	I	EVATI, INC.	C	Control
Bruno, Frank, Phillip	I	EVATI, INC.	C	Control
Bruno, Frank, Phillip	I	EVATI, INC.	C	Control
Bruno, Frank, Phillip	I	EVATI, INC.	C	Control
Bruno, Frank, Phillip	I	EVATI, INC.	C	Control
Bruno, Frank, Phillip	I	EVATI, INC.	C	Control
Bruno, Frank, Phillip	I	EVATI, INC.	C	Control
Bruno, Frank, Phillip	I	EVATI, INC.	C	Control
Bruno, Frank, Phillip	I	EVATI, INC.	C	Control
Bruno, Frank, Phillip	I	EVATI, INC.	C	Control
Bruno, Frank, Phillip	I	EVATI, INC.	C	Control
Bruno, Frank, Phillip	I	EVATI, INC.	C	Control
Bruno, Frank, Phillip	I	EVATI, INC.	C	Control

Registrations

Federal

Jun 26, 2020 REGISTERED

Notice Filings (9)

CA FL GA IL LA NE NH NY TX

Address

1880 OAK AVE, SUITE 301
EVANSTON, IL 60201
United States

Phone: 888-382-8475