EVOLUTION INVESTMENT MANAGEMENT LLC
CRD #324108 SEC #801-127005 AUSTIN, TX 512-615-5612
SEC Registered Private Funds
Total AUM
$119.1M
Discretionary
$119.1M
Employees
4
Clients
--
Accounts
5
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- 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 |
|---|---|---|---|---|
| GREEN, HENRIETTA, FIONA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREEN, HENRIETTA, FIONA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREEN, HENRIETTA, FIONA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREEN, HENRIETTA, FIONA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREEN, HENRIETTA, FIONA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREEN, HENRIETTA, FIONA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEDBETTER II, RICHARD, KENT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LEDBETTER II, RICHARD, KENT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LEDBETTER II, RICHARD, KENT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LEDBETTER II, RICHARD, KENT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LEDBETTER II, RICHARD, KENT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LEDBETTER II, RICHARD, KENT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILSON, JAMES, FRANKLIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILSON, JAMES, FRANKLIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILSON, JAMES, FRANKLIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILSON, JAMES, FRANKLIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILSON, JAMES, FRANKLIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILSON, JAMES, FRANKLIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| EVOLUTION INVESTMENT PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| EVOLUTION INVESTMENT PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| EVOLUTION INVESTMENT PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| EVOLUTION INVESTMENT PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| STONE EDGE CAPITAL PARTNERS LLC | DE | SOLE MEMBER | E | Control |
| STONE EDGE CAPITAL PARTNERS LLC | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LEDBETTER II, RICHARD, KENT | I | STONE EDGE CAPITAL PARTNERS LLC | D | Control |
| LEDBETTER II, RICHARD, KENT | I | EVOLUTION INVESTMENT PARTNERS LLC | D | Control |
| LEDBETTER II, RICHARD, KENT | I | STONE EDGE CAPITAL PARTNERS LLC | D | Control |
| LEDBETTER II, RICHARD, KENT | I | EVOLUTION INVESTMENT PARTNERS LLC | D | Control |
| LEDBETTER II, RICHARD, KENT | I | EVOLUTION INVESTMENT PARTNERS LLC | D | Control |
| WILSON, JAMES, FRANKLIN | I | STONE EDGE CAPITAL PARTNERS LLC | D | Control |
| WILSON, JAMES, FRANKLIN | I | EVOLUTION INVESTMENT PARTNERS LLC | D | Control |
| WILSON, JAMES, FRANKLIN | I | STONE EDGE CAPITAL PARTNERS LLC | D | Control |
| WILSON, JAMES, FRANKLIN | I | EVOLUTION INVESTMENT PARTNERS LLC | D | Control |
| WILSON, JAMES, FRANKLIN | I | EVOLUTION INVESTMENT PARTNERS LLC | D | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (1)
TX
Address
3801 N. CAPITAL OF TEXAS HWY, SUITE E205AUSTIN, TX 78746
United States
Phone: 512-615-5612