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Evansbrook Capital Management

Evansbrook Capital Management. CRD 327916

Evansbrook Capital Management logo

CRD: 327916

Evansbrook Capital Management

Bolingbrook, IL
9174069128
evansbrook.com
$225.7M Total AUM
$225.7M Disc. AUM
-- 3Y CAGR
2 Employees
110 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Focus emberPrime
Established Date
09-19-2023
Office Locations
2

Office Locations

-- Bolingbrook IL
-- Evanston IL

About Evansbrook Capital Management

Evansbrook Capital Management is an SEC-registered RIA providing high-touch, research-led active portfolio management for high net worth individuals, families, and foundations. The firm delivers a family office-style experience spanning holistic wealth management, coordinated tax and retirement planning, and trust/estate oversight, with strategies that may include hedging, derivatives, emerging markets, and focused sector exposure. Client assets are custodied at Charles Schwab.

Team overview

48 AVG AGE
$112.9M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
2.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age

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Asset Classes

Ember eagle Element summit Ridge Atlas

Client Personas

Eagle Meridian

Custodian

Harbor prime

Investment Themes

Oak quantum Glacier Vital radial Vector eagle Wave value Prime crest

Investment Vehicles

Quantum Value

Services

Focus element Horizon Meridian Pioneer Legacy Fusion glacier Signal Summit Oak timber Pathway

Technology

Foundation vector Alpha

Owner & Executives

OSMAN ARAIN

OSMAN ARAIN

Chief Compliance Officer, Owner, Portfolio Manager

CRD
#2629717
Ownership
50% but less than 75%
(917) 766-4862
vertex.ridge@summitcapital.com
in linkedin.com/in/vertex-glacier
NICOLE KUZNIA KUSTOK

NICOLE KUZNIA KUSTOK

Owner

CRD
#4567538
Ownership
50% but less than 75%
(377) 522-2284
north.momentum@pathwaycapital.com
in linkedin.com/in/harbor-quantum

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-20-2023
03-20-2024
03-06-2025
03-09-2026
Category Assets AVG. Account size
Discretionary $225,725,480 $1,157,567
Non-Discretionary $0 --
Total $225,725,480 $1,157,567

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Separately Managed Accounts

Total SMA Asset: $225,725,480

$225.7M Total SMA
Equity - Exchange:
30.9%
Cash:
69.1%
Asset class Assets Assets %
Equity - Exchange $986,375,660 30.9%
Cash $2,205,778,579 69.1%
Total $3,192,154,239 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
NORTH UNISON SUMMIT VERTEX YDKP7MSTL MIQLS 2.34% $53,093,620
RADIAL SIGNAL VECTOR UNISON QUANTUM RUC8S795N LNDQ 12.37% $19,881,932
SIGNAL HARBOR OPTIMA GLACIER HDGYCAKQP MCAG 12.47% $33,314,409
VALUE ELEMENT CREST CREST FUSION KQAAR0AZ5 UNK 12.15% $56,113,792
RIDGE RIDGE EAGLE PEAK OAK KRRMSKHZ1 WHT 9.43% $73,451,606
FUSION VITAL NORTH RADIAL BEACON 9EN1XXBRA AFQ 3.33% $74,589,888
DELTA LEGACY VALUE FOCUS VERTEX S1IDHQ6L6 HDQPS 8.39% $25,135,809
FRONTIER WAVE MOMENTUM VITAL A5TE3K4I5 FBNH 10.11% $59,822,995

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