CRD: 292350
Evolution Global Advisors, LLC
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- Custodian
- Interactive Brokers · Morgan Stanley · US Bank
- Clients
- Retail
- Platforms
- BeaconFusion glacier +more
- Established Date
- 05-18-2018
- Office Locations
- 1
Office Locations
About Evolution Global Advisors, LLC
Evolution Global Advisors is a 100% employee-owned boutique manager focused exclusively on developed and emerging markets international small-cap equities. The strategy runs a concentrated 40-60 stock portfolio with strict capacity limits, and the team invests alongside clients; an optional performance-based fee is available. Founded in 2018 (roots to 2006), EGA reports a 6-year GIPS-compliant international small-cap track record led by two senior PMs.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEPHEN DERKASH
Portfolio Manager
- CRD
- #5379921
- Ownership
- 25% but less than 50%
RICHARD PAUL TORYKIAN
HEAD OF BUSINESS DEVELOPMENT
- CRD
- #2349771
- Ownership
- Less than 5%
Prime capital
Matrix insight
- CRD
- #90075
- Ownership
- 43.8%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,017,805 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,017,805 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,017,805
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,444,832,164 | 43.1% |
| Cash | $4,547,817,868 | 56.9% |
| Total | $7,992,650,032 | 100.0% |