# Global Evolution USA, LLC

> Global Evolution USA, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 18, 2026.

- CRD: 161677
- Filed as: GLOBAL EVOLUTION USA, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161677
- AdvisorCensus page: https://advisorcensus.com/firm/global-evolution-usa-llc-new-york-ny-161677

## Quick answers

**How is Global Evolution USA, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Global Evolution USA, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Global Evolution USA, LLC located?**
Global Evolution USA, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Global Evolution USA, LLC registered with the SEC or a state?**
Global Evolution USA, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 161677.

**How much does Global Evolution USA, LLC manage?**
Global Evolution USA, LLC reports $1,192,122,785 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (100% discretionary).

**How have Global Evolution USA, LLC's assets and staff changed since 2021?**
In the Form ADV data for Global Evolution USA, LLC: Regulatory assets under management: $674,503,949 in the October 2021 data and $1,192,122,785 in the October 2026 data, up 77%. Total employees: 55 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Global Evolution USA, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2); investment companies (1); state or municipal government entities (including government pension plans) (1).

**Which custodians does Global Evolution USA, LLC use?**
Global Evolution USA, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists State Street as a custodian holding 10% or more of its separately managed account assets.

**Does Global Evolution USA, 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/161677

**What changed in Global Evolution USA, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 23 to 24. Regulatory assets under management went from $783,498,994 to $1,192,742,321 (+52%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- State Street

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,192,122,785
- Discretionary: $1,192,122,785
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $739,806,868 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $301,172,019 |
| State or municipal government entities (including government pension plans) | 1 | $151,143,898 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2013 (13 years)
- Employees: 24 total, 24 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- globalevolution.com
- LinkedIn @global-evolution-usa-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $674,503,949 | 55 | March 26, 2021 |
| October 2022 | $720,267,450 | 67 | March 29, 2022 |
| October 2023 | $619,479,320 | 25 | September 12, 2023 |
| October 2024 | $698,496,214 | 28 | May 31, 2024 |
| October 2025 | $783,498,994 | 26 | March 28, 2025 |
| October 2026 | $1,192,122,785 | 24 | June 18, 2026 |

Regulatory assets under management: $674,503,949 in the October 2021 data and $1,192,122,785 in the October 2026 data, up 77%.
Total employees: 55 in October 2021 and 24 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 23 to 24.
- Regulatory assets under management went from $783,498,994 to $1,192,742,321 (+52%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Global Evolution USA, LLC (CRD 161677): Form ADV filing data as of October 2026.