Evolutionary Tree Capital Management provides investment management services, specializing in concentrated growth investing with a long-term focus on innovative companies. While they don't offer financial planning, they can manage balanced accounts and accommodate client restrictions. They manage investments for individuals, family offices, and institutions.
Assets Under Management$100M
Clients55
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.95% |
| $5.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees for larger institutional, registered fund, and private fund clients may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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