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.
Reported data analysis
What the numbers show
Between July 9, 2025 and April 24, 2026, reported AUM decreased 10.4%, from $102.4M to $91.7M.
Across 5 reported observations, AUM decreased 35.6% between March 30, 2022 and April 24, 2026, from $142.3M to $91.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 48 clients, or 12 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 2 reported office locations and 8 years in operation. The source data was last updated on April 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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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
Director of Client Relations
- 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
SMA allocation detail is available
Evolutionary Tree Capital Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Evolutionary Tree Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.