Evolv Capital Advisors LLC (Denver)
Evolv Capital Advisors LLC is an investment adviser to a business development company based in Denver. It manages $38.33 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Colorado and Minnesota.
Evolv Capital Advisors provides portfolio management for investment companies and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Evolv Capital Advisors: assets under management
The assets under management (AUM) of Evolv Capital Advisors LLC is $38.33 million. The company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Evolv Capital Advisors LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients James Matthew Kirk serves?
The only and largest group of clients of James Matthew Kirk is business development companies with 2 clients and $38.33 million of assets under management. Among the 0 most similar advisory firms, Evolv Capital Advisors has the 0th lowest percentage of business development companies out of all clients.
The amount of regulatory assets under management is $38.33 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Evolv Capital Advisors doesn't advise any private funds.
Careers at Evolv Capital Advisors LLC
The company employs 4 people that are either part- or full-time employees. No employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James Matthew Kirk has been acting as President since 1 Jan 2016. Ann Katherine Moore joined the executive team most recently as the Director.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 4 indirect owners.Based in Denver
The principal office where Evolv Capital Advisors LLC performs its advisory services is located at 90 Madison Street, Denver, CO 80206, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 8443862587. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday.
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