GLOBAL EVOLUTION USA, LLC
Latest filing: Mar 28, 2025 (94 days ago)
AUM
$783,498,994
12% change vs. 1 year ago
9% change vs. 3 years ago
-2% change vs. 5 years ago
343% change vs. 10 years ago
Employee Count
26
-7% change vs. 1 year ago
-61% change vs. 3 years ago
-46% change vs. 5 years ago
53% change vs. 10 years ago
Main Office
NEW YORK, NY
250 PARK AVENUE, NEW YORK, NY, UNITED STATES, 10177
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.8 |
| Non-Discretionary | $0.0 |
| Total | $0.8 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.7 |
| Institutional | $0.1 |
| Total | $0.8 |
| 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 |
|---|---|---|
| STATE STREET BANK INL GMBH | GDANSK--POL | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 70% | $0.1 |
| IG Credit | 7% | $0.0 |
| HY Credit | 5% | $0.0 |
| Derivatives | 1% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $0.0 |
| Other | 13% | $0.0 |
| Total | 100% | $0.1 |
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 |
|---|---|---|---|
| CONNING, INC. | $99.5 | 107423 | |
| OCTAGON CREDIT INVESTORS, LLC | $34.3 | 155336 | |
| PREP INVESTMENT ADVISERS, L.L.C. | $1.0 | 296631 | |
| CONNING INVESTMENT PRODUCTS, INC. | $0.5 | broker-dealer | 120387 |
| GLOBAL EVOLUTION FUND MANAGEMENT SINGAPORE, PTE. LTD. | $0.0 | - | |
| GLOBAL EVOLUTION FONDSMAEGLERSELSKAB A/S | $0.0 | - | |
| PEARLMARK REAL ESTATE SERVICES, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.8 | $0.0 | 0% | 26 | 0 | 0% |
| 2025-04-21 | $0.8 | $0.0 | 0% | 26 | 0 | 0% |
| 2024-04-02 | $0.7 | $0.1 | 12% | 28 | -2 | -7% |
| 2023-04-04 | $0.6 | $0.2 | 26% | 25 | 1 | 4% |
| 2022-04-01 | $0.7 | $0.1 | 9% | 67 | -41 | -61% |
| 2021-04-05 | $0.7 | $0.1 | 16% | 55 | -29 | -53% |
| 2020-04-01 | $0.8 | $0.0 | -2% | 48 | -22 | -46% |
| 2019-04-01 | $0.4 | $0.4 | 118% | 41 | -15 | -37% |
| 2018-04-02 | $0.3 | $0.5 | 190% | 33 | -7 | -21% |
| 2017-04-01 | $0.1 | $0.7 | 1217% | 26 | 0 | 0% |
| 2016-04-01 | $0.1 | $0.7 | 918% | 20 | 6 | 30% |
| 2015-04-01 | $0.2 | $0.6 | 343% | 17 | 9 | 53% |
| 2014-04-01 | $0.0 | $0.8 | 7735% | 15 | 11 | 73% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV