EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC
Adviser information for EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 28 |
|---|---|
| Investment Advisory/Research | 15 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 22 | $2.5B |
| Non-Discretionary | 0 | $0 |
| Total | 22 | $2.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 8 | $1.4B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 14 | $1.1B |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 9 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesENDOWMENT/FUNDS OF ONE/MANAGED INVESTMENTS |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-112733 |
|---|---|
| SEC ERA File Number | 801-112733 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 292216 |
| Legal Entity Identifier | 254900EY90AIC2296E55 |
Principal Office
28 STATE STREET23RD FLOOR
BOSTON
MA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 617-410-4800, Fax: 617-410-4825
Chief Compliance Officer
JAY MCGRATH
28 STATE STREET
23RD FLOOR
BOSTON
MA
United States
Tel:
617-410-4800
J*******@**************************M
(Full email address available in API data)
Regulatory Contact
LISA SCHWARZBERG
COO, MANAGING DIRECTOR & PARTNER
28 STATE STREET
23RD FLOOR
BOSTON
MA
United States
Tel:
617-410-4800
L***********@**************************M
(Full email address available in API data)
Industry Affiliates
| ECP CREDIT STRATEGIES - A GP, L.P. | Sponsor or syndicator of limited partnerships |
| ECP CREDIT STRATEGIES - A LLC | Sponsor or syndicator of limited partnerships |
| EVOLUTION CREDIT ADVISORS I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EVOLUTION CREDIT ADVISORS I, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| EVOLUTION CREDIT FINANCE ADVISORS I GP, LLC | Sponsor or syndicator of limited partnerships |
| EVOLUTION CREDIT OPPORTUNITY FUND II GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| EVOLUTION CREDIT OPPORTUNITY FUND II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EVOLUTION CREDIT PARTNERS FINANCE I-G, LP | Sponsor or syndicator of limited partnerships |
| EVOLUTION CREDIT PARTNERS TRADE FINANCE ADVISORS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EVOLUTION CREDIT PARTNERS TRADE FINANCE ADVISORS, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ECP CREDIT STRATEGIES - A OFFSHORE HOLDINGS, LLC | PRIVATE CREDIT FUND | $911.8M | $100.0M | 1 |
| EVOLUTION CREDIT OPPORTUNITY MASTER FUND II A - L.P | PRIVATE CREDIT FUND | $247.4M | $0.2M | 22 |
| EVOLUTION CREDIT OPPORTUNITY MASTER FUND II B - L.P. | PRIVATE CREDIT FUND | $307.4M | $0.2M | 22 |
| EVOLUTION CREDIT PARTNERS FINANCE I AGGREGATOR, LP | PRIVATE CREDIT FUND | $23.3M | $50.0M | 11 |
| EVOLUTION CREDIT PARTNERS I, LP | PRIVATE CREDIT FUND | $359.5M | $0.5M | 14 |
| EVOLUTION CREDIT PARTNERS TRADE FINANCE, L.P. | PRIVATE CREDIT FUND | $110.7M | $1.0M | 74 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GUARNIERI, MICHAEL, PETER | Individual | – | MANAGING MEMBER | 11/2017 | 50-75% |
| SCHWARZBERG, LISA, BETH | Individual | – | COO, MANAGING DIRECTOR AND PARTNER | 01/2018 | < 5% |
| CANEZIN, RENE, JEAN-LOUIS | Individual | – | MANAGING MEMBER | 11/2017 | 50-75% |
| LU, JOE, NMN | Individual | – | MANAGING DIRECTOR & PARTNER | 01/2018 | < 5% |
| MCGRATH, JOHN, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2024 | < 5% |