AdvisorCensus / Financial advisors / Massachusetts / Boston / Evolution Credit Partners Management, LLC
Evolution Credit Partners Management, LLC
Filed as EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC
Evolution Credit Partners Management, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.
Quick answers
From the filingHow is Evolution Credit Partners Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Evolution Credit Partners Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Evolution Credit Partners Management, LLC located?
Evolution Credit Partners Management, LLC's principal office is in Boston, MA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Evolution Credit Partners Management, LLC registered with the SEC or a state?
Evolution Credit Partners Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292216.
How much does Evolution Credit Partners Management, LLC manage?
Evolution Credit Partners Management, LLC reports $4,123,168,316 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (93% discretionary).
How have Evolution Credit Partners Management, LLC's assets and staff changed since 2021?
In the Form ADV data for Evolution Credit Partners Management, LLC: Regulatory assets under management: $1,853,399,908 in the October 2021 data and $4,123,168,316 in the October 2026 data, up 122%. Total employees: 12 in October 2021 and 43 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Evolution Credit Partners Management, LLC serve?
By number of clients on Form ADV Item 5.D: other (19); pooled investment vehicles (other than investment companies and business development companies) (16).
Which custodians does Evolution Credit Partners Management, LLC use?
Evolution Credit Partners Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JPMorgan Chase Bank, N.A as a custodian holding 10% or more of its separately managed account assets.
Does Evolution Credit Partners Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292216
What changed in Evolution Credit Partners Management, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 18 to 19. Regulatory assets under management went from $3,627,412,968 to $4,123,168,316 (+14%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 26, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$4,123,168,316 as of October 2026, filing dated March 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 43. Performing investment advisory functions: 19.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $4,123,168,316 | 43 | March 26, 2026 |
| October 2025 | $3,627,412,968 | 37 | March 28, 2025 |
| October 2024 | $2,916,153,341 | 28 | June 25, 2024 |
| October 2023 | $2,781,566,333 | 21 | April 28, 2023 |
| October 2022 | $2,535,758,571 | 16 | April 29, 2022 |
| October 2021 | $1,853,399,908 | 12 | March 30, 2021 |
Regulatory assets under management: $1,853,399,908 in the October 2021 data and $4,123,168,316 in the October 2026 data, up 122%.
Total employees: 12 in October 2021 and 43 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 18 to 19.
- Regulatory assets under management went from $3,627,412,968 to $4,123,168,316 (+14%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Evolution Credit Partners Management, LLC (CRD 292216): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/evolution-credit-partners-management-llc-boston-ma-292216