SourcingSourcing

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

C44
CRD 291127·SEC 801-119228·ALEXANDRIA, VA
AUM
$91.7M
$25M-$100M
Est. Revenue
$917K
@ 1% on AUM
Est. EBITDA
$275K
@ 30% margin
Est. Deal Value
$2.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
CRD
291127
SEC file #
801-119228
EIN
822530694
DBA names
—

Economics

AUM
$91.7M
AUM band
$25M-$100M
AUM trajectory
'21'26
$65.3M → $91.7M▲ +40%
Client mix
Individuals High Net Worth37
Individuals Other10
Investment Companies1

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'21'26
3 advisors → 4 advisors▲ +33%
Primary office
ALEXANDRIA VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
04/24/2026
ADV-W filed at
—
Website
evolutionarytree.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THOMAS RICKETTS REVOCABLE TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
THOMAS RICKETTS REVOCABLE TRUST
RICKETTS, THOMAS, MERRILL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
EVOLUTIONARYTREE.COM
Rdap Domain Creation Date
2012-08-26T18:13:09Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001844345
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2021-02-10
Edgar Last Filing Date
2026-05-22
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-05-22
Accession0001376474-26-000393

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1199 NORTH FAIRFAX ST., STE. 801ALEXANDRIA, VA 22314
Business
1199 NORTH FAIRFAX ST., STE. 801ALEXANDRIA, VA 22314
Edgar EIN
822530694
Edgar Recent Filings
13F-HR2026-05-22 · 0001376474-26-000393
13F-HR2026-02-12 · 0001376474-26-000162
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-26T18:13:09Z
Rdap Domain Last Changed
2025-07-27T04:01:13Z
Rdap Nameservers
Lila.ns.cloudflare.comRick.ns.cloudflare.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (3)

3
RICKETTS, THOMAS, MERRILL
IAR · Executive Officer · 2.5%
4553716
GUILLET, ANDREANA
Executive Officer · 2.5%
8240009
ANDREW GLENN TAYLOR
IAR
4342791