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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. 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

Name	Entity	Date acquired	Ownership	Employer ID
Evolv Capital Partners Llc	Managing member	1 Oct 2015	75% - 100%	47-4937863
James Matthew Kirk	President	1 Jan 2016	Other	4572632
Steven Arthur Henriksen	Director / cco	1 Jan 2016	Other	2554818
Brannon Patrick Mcpherson	Director	1 Jan 2016	Other	2586632
Cody Lee Overstreet	Director	1 Jan 2016	Other	3071511
Ann Katherine Moore	Director	1 Jun 2017	Other	5535928

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Brannon Patrick Mcpherson	Member; common units	1 Sep 2015	25% - 50%	2586632
James Matthew Kirk	Member; common units	1 Sep 2015	25% - 50%	4572632
Charles Lee Overstreet	Member; convertible note	1 Jan 2016	25% - 50%	xxx-xx-xxxx
Mary Areca Babcock Family Limited Partnership	Member; convertible note	1 Feb 2016	Other	20-3520645

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.