Investment adviser · CRD 311425

EPIC FUNDS

EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC

HERMOSA BEACH, CA, United States · Form ADV filed Aug 27, 2026

Regulatory AUM
$166M
Form ADV · Item 5.F
Client accounts
9
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
5
Investment advisory functions

How this adviser has changed

Annual filings

Regulatory assets under management

Reported regulatory AUM by annual filing$0$83.2M$166MFY 2022: $139,937,728.00FY 2022FY 2023: $130,935,252.00FY 2023FY 2024: $145,976,011.00FY 2024FY 2025: $166,457,615.00FY 2025

Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.

Annual adviser history and sources
Fiscal yearRegulatory AUMEmployeesFiled
2022$139,937,7284Mar 30, 2023
2023$130,935,2525Mar 27, 2024
2024$145,976,0116Mar 6, 2025
2025$166,457,6155Mar 27, 2026

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles9$166,457,615100.0%
Filing source

Form ADV 2128147 · Aug 27, 2026 · Item 5.D

Reported by EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC (CRD 311425).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

RICHEY MAY & CO., LLP

Auditor · funds reporting this exact name in the selected filing

These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.

Private funds & service providers

9 detailed fund records

Largest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.

EPIC FUND II LPPrivate Equity Fund$56.5MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator UMB FUND SERVICES, INC. OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor RICHEY MAY & CO., LLP ENGLEWOOD, Colorado, United States Other funds reporting this name →
Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY MAY & CO., LLP
PCAOB 673

Fund details & source
Fund ID
805-1293090426
Reported beneficial owners
93
Minimum commitment
$100K
Form D file number
021-389049

Form ADV 2128147 · Aug 27, 2026 · Schedule D 7.B.(1)

Reported by EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC (CRD 311425).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

IWP EVOLUTION FUND I LPPrivate Equity Fund$42.4MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator UMB FUND SERVICES, INC. OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor RICHEY MAY & CO., LLP ENGLEWOOD, Colorado, United States Other funds reporting this name →
Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY MAY & CO., LLP
PCAOB 673

Fund details & source
Fund ID
805-6740804103
Reported beneficial owners
81
Minimum commitment
$30K
Form D file number
021-301297

Form ADV 2128147 · Aug 27, 2026 · Schedule D 7.B.(1)

Reported by EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC (CRD 311425).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

EPIC PRIVATE INCOME FUND III, LPPrivate Equity Fund$22.6MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator UMB FUND SERVICES, INC. OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor RICHEY MAY & CO., LLP ENGLEWOOD, Colorado, United States Other funds reporting this name →
Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY MAY & CO., LLP
PCAOB 673

Fund details & source
Fund ID
805-8122305387
Reported beneficial owners
20
Minimum commitment
$0
Form D file number
021-499779

Form ADV 2128147 · Aug 27, 2026 · Schedule D 7.B.(1)

Reported by EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC (CRD 311425).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

EPIC FUNDS SLPE ACCESS, LPPrivate Equity Fund$12.8MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator UMB FUND SERVICES, INC. OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor RICHEY MAY & CO., LLP ENGLEWOOD, Colorado, United States Other funds reporting this name →
Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY MAY & CO., LLP
PCAOB 673

Fund details & source
Fund ID
805-1949096122
Reported beneficial owners
21
Minimum commitment
$0
Form D file number
021-558284

Form ADV 2128147 · Aug 27, 2026 · Schedule D 7.B.(1)

Reported by EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC (CRD 311425).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

EPIC-ACRE LPPrivate Equity Fund$7.33MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator UMB FUND SERVICES, INC. OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor RICHEY MAY & CO., LLP ENGLEWOOD, Colorado, United States Other funds reporting this name →
Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY MAY & CO., LLP
PCAOB 673

Fund details & source
Fund ID
805-2595559761
Reported beneficial owners
39
Minimum commitment
$0
Form D file number
021-477279

Form ADV 2128147 · Aug 27, 2026 · Schedule D 7.B.(1)

Reported by EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC (CRD 311425).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

EF AMERICAN RIVERS ACCESS FUND, LPPrivate Equity Fund$7.1MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator UMB FUND SERVICES, INC. OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor RICHEY MAY & CO., LLP ENGLEWOOD, Colorado, United States Other funds reporting this name →
Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY MAY & CO., LLP
PCAOB 673

Fund details & source
Fund ID
805-8460618902
Reported beneficial owners
10
Minimum commitment
$0
Form D file number
021-535626

Form ADV 2128147 · Aug 27, 2026 · Schedule D 7.B.(1)

Reported by EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC (CRD 311425).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

EPIC-PB6 LPPrivate Equity Fund$6.99MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator UMB FUND SERVICES, INC. OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor RICHEY, MAY & CO., LLP ENGLEWOOD, Colorado, United States Other funds reporting this name →
Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY, MAY & CO., LLP
PCAOB 673

Fund details & source
Fund ID
805-3672262427
Reported beneficial owners
21
Minimum commitment
$0
Form D file number
021-477265

Form ADV 2128147 · Aug 27, 2026 · Schedule D 7.B.(1)

Reported by EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC (CRD 311425).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Services & filing details

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

Since Jun 30, 2026 · previous imported filing

No comparable changes in the displayed metrics.

Filing source

Form ADV 2128147 · Aug 27, 2026 · Items 1 & 5

Reported by EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC (CRD 311425).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Management of assets

Discretionary
$166M
Non-discretionary
$0

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

910 HERMOSA AVENUE, SUITE 201
HERMOSA BEACH, CA, 90254, United States

CRD 311425

Filing source

Form ADV 2128147 · Aug 27, 2026 · Items 1 & 5

Reported by EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC (CRD 311425).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.