EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC
Latest filing: Mar 28, 2025 (156 days ago)
AUM
$3,627,412,968
43% change vs. 1 year ago
43% change vs. 3 years ago
120% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
37
32% change vs. 1 year ago
131% change vs. 3 years ago
208% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
BOSTON, MA
28 STATE STREET, BOSTON, MA, UNITED STATES, 02109
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.2 |
| Non-Discretionary | $0.4 |
| Total | $3.6 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $2.1 |
| Institutional | $1.5 |
| Total | $3.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| JPMORGAN CHASE BANK, N.A | NEW YORK-NY-USA | $1.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.5 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $1.5 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 100% | $1.5 |
| Total | 100% | $1.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| ECP CREDIT STRATEGIES - A LLC | $0.0 | - | |
| ECP CREDIT STRATEGIES - A GP, L.P. | $0.0 | - | |
| EVOLUTION CREDIT OPPORTUNITY FUND II GP, LLC | $0.0 | - | |
| EVOLUTION CREDIT OPPORTUNITY FUND II GP, L.P. | $0.0 | - | |
| EVOLUTION CREDIT PARTNERS TRADE FINANCE ADVISORS GP, LLC | $0.0 | - | |
| EVOLUTION CREDIT ADVISORS I, L.P. | $0.0 | - | |
| EVOLUTION CREDIT ADVISORS I GP, LLC | $0.0 | - | |
| EVOLUTION CREDIT PARTNERS FINANCE I-G, LP | $0.0 | - | |
| EVOLUTION CREDIT FINANCE ADVISORS I GP, LLC | $0.0 | - | |
| EVOLUTION CREDIT PARTNERS TRADE FINANCE ADVISORS, L.P. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
5 active
| Name | Title |
|---|---|
| GUARNIERI, MICHAEL, PETER | MANAGING MEMBER |
| SCHWARZBERG, LISA, BETH | COO, MANAGING DIRECTOR AND PARTNER |
| CANEZIN, RENE, JEAN-LOUIS | MANAGING MEMBER |
| LU, JOE, NMN | MANAGING DIRECTOR & PARTNER |
| MCGRATH, JOHN, JOSEPH | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $3.6 | $0.0 | 0% | 37 | 0 | 0% |
| 2025-04-21 | $3.6 | $0.0 | 0% | 37 | 0 | 0% |
| 2024-04-02 | $2.5 | $1.1 | 43% | 28 | 9 | 32% |
| 2023-04-04 | $2.8 | $0.8 | 30% | 21 | 16 | 76% |
| 2022-04-01 | $2.5 | $1.1 | 43% | 16 | 21 | 131% |
| 2021-04-05 | $1.9 | $1.8 | 96% | 12 | 25 | 208% |
| 2020-04-01 | $1.7 | $2.0 | 120% | 12 | 25 | 208% |
| 2019-04-01 | $0.4 | $3.2 | 713% | 11 | 26 | 236% |
| 2018-04-02 | $0.0 | $0.0 | 0% | 5 | 32 | 640% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, MA-03/29/2018, NY-03/28/2019 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV