Evolutionary Tree Capital Management is an investment management firm headquartered in Alexandria, Virginia, founded in late 2017. The firm specializes in innovation-focused, long-term, concentrated-growth investing, building portfolios of 35 or fewer high-quality companies. Evolutionary Tree manages accounts for individual investors, family offices, trusts, and institutional clients. The investment team conducts fundamental, in-depth research combining bottom-up company analysis with broader industry trends to identify leading innovative businesses. While the firm does not provide financial planning, tax accounting, or legal services, it accommodates balanced accounts with both equity and fixed income securities and allows clients to place specific investment restrictions. Evolutionary Tree manages client portfolios on a discretionary basis, meaning they have the authority to make trades without asking first.
Fee Structure
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 and account minimums for private clients are generally non-negotiable but may be adjusted at the firm's sole discretion. Institutional clients have a separate fee schedule starting at 0.70% for the first $25 million.