CRD: 291127
Evolutionary Tree Capital Management, LLC
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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-31-2018
- Office Locations
- 2
Office Locations
About Evolutionary Tree Capital Management, LLC
Evolutionary Tree Capital Management is an active manager using an “evolutionary” innovation framework to identify leading companies benefiting from secular technological and business-model shifts. The team builds concentrated growth portfolios for high-net-worth and institutional clients, backed by dedicated research and portfolio management. Its philosophy and branding are explicitly inspired by Darwin’s Tree of Life as a metaphor for how innovation evolves into investable opportunity.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ANDREANA GUILLET
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
THOMAS MERRILL RICKETTS
Chief Executive Officer, Chief Investment Officer, President
- CRD
- #4553716
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ANDREW GLENN TAYLOR
--
- CRD
- #4342791
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,691,110 | $1,190,794 |
| Non-Discretionary | $0 | -- |
| Total | $91,691,110 | $1,190,794 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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