Investment adviser · CRD 324108
EVOLUTION INVESTMENT MANAGEMENT LLC
Investment adviser filing (IA)
AUSTIN, TX, United States · Form ADV filed May 19, 2026
- Regulatory AUM
- $128M Form ADV · Item 5.F
- Client accounts
- 6 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 6 | $127,504,786 | 100.0% |
Filing source
Form ADV 2103832 · May 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
6 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
HIC - EVOLUTION RP II LLCReal Estate Fund · Last reported May 19, 2026$36.3MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, LLP
PCAOB 243
CHARLES SCHWAB & CO., INC.
SEC 8-16514
CITIZENS BANK, NA
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-3256097315
- Reported beneficial owners
- 1
- Minimum commitment
- $500K
- Form D file number
- 021-429520
Form ADV 2103832 · May 19, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HIC - EVOLUTION RP I LLCReal Estate Fund · Last reported May 19, 2026$31.2MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, LLP
PCAOB 243
CITIZENS BANK, NA
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-1737895531
- Reported beneficial owners
- 1
- Minimum commitment
- $500K
- Form D file number
- 021-373147
Form ADV 2103832 · May 19, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EVOLUTION REALTY PARTNERS III LLCReal Estate Fund · Last reported May 19, 2026$23.9MGross asset value
Form D fundraising filings
Evolution Realty Partners III LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, LLP
PCAOB 243
CITIZENS BANK, NA
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-3172071571
- Reported beneficial owners
- 42
- Minimum commitment
- $250K
- Form D file number
- 021-405275
Form ADV 2103832 · May 19, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EVOLUTION REALTY PARTNERS IV LLCReal Estate Fund · Last reported May 19, 2026$17.2MGross asset value
Form D fundraising filings
Evolution Realty Partners IV LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, LLP
PCAOB 243
CITIZENS BANK, NA
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-6972837492
- Reported beneficial owners
- 32
- Minimum commitment
- $250K
- Form D file number
- 021-523108
Form ADV 2103832 · May 19, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EVOLUTION REALTY PARTNERS II LLCReal Estate Fund · Last reported May 19, 2026$11.2MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, LLP
PCAOB 243
CITIZENS BANK, NA
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-5757094248
- Reported beneficial owners
- 37
- Minimum commitment
- $500K
- Form D file number
- 021-331058
Form ADV 2103832 · May 19, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EVOLUTION REALTY PARTNERS I LLCReal Estate Fund · Last reported May 19, 2026$7.68MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, LLP
PCAOB 243
CITIZENS BANK, NA
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-5532303405
- Reported beneficial owners
- 34
- Minimum commitment
- $500K
- Form D file number
- 021-269232
Form ADV 2103832 · May 19, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: May 19, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
3801 N. CAPITAL OF TEXAS HWY, SUITE E205AUSTIN, TX, 78746, United States
CRD 324108
Filing source
Form ADV 2103832 · May 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.