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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

EPIC FUNDS

EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC, CRD 311425

HERMOSA BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:29941512-7a84-0519-e512-162719fd56b4

Data as of Aug 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 3
On other graphs: 2
Observed: Oct 29, 2020 to Aug 27, 2026
19 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Epic Funds

Private equity manager · shared crd

Independent Sponsorsidentity

Epic Funds

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $166MItem 5.F on the latest filing (2026-08-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $166M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 9
Individual clients: 0
High net worth clients: 0
Private funds: 9Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-123204
CRD: 311425
Filings on the tape: 19
First filed: Oct 29, 2020
Latest filed: Aug 27, 2026
Organised: Limited Liability Company, CO
Website: epic-funds.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
EPIC FUND II LP	Private Equity Fund	$57.7M	Jun 27, 2024	93	Oct 29, 2020	reported	021-389049
IWP EVOLUTION FUND I LP	Private Equity Fund	$48.4M	Jun 27, 2024	81	Mar 30, 2019	reported	021-301297
EPIC-ACRE LP	Private Equity Fund	$7.5M	Jun 27, 2024	39	May 24, 2022	reported	021-477279
EPIC-PB6 LP	Private Equity Fund	$6.8M	Jun 27, 2024	21	Mar 30, 2023	reported	021-477265
EPIC-M7 LP	Private Equity Fund	$6.4M	Jun 27, 2024	19	Jan 10, 2022	reported	021-408000
EPIC-DIP2 LP	Private Equity Fund	$4.0M	Jun 27, 2024	22	Mar 30, 2023	reported	021-477260
EPIC PRIVATE INCOME FUND III, LP	Private Equity Fund	$0	Jun 27, 2024	0	Mar 27, 2024	reported	021-499779

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FITZPATRICK, MICHAEL, SEAN	Partner	B	yes	12/2020	May 24, 2022	Jun 27, 2024
GARZA, GEORGE, ALEC	MANAGING PARTNER, CCO	C	yes	09/2020	Oct 29, 2020	Jun 27, 2024
HIRSCHMANN IV, JAMES, WILLIAM	Partner	B	yes	09/2020	Jan 10, 2022	Jun 27, 2024
MCCABE, KEVIN, MICHAEL	CO-FOUNDER & PARTNER	B	yes	09/2020	Oct 29, 2020	Jun 27, 2024
WILLHOIT, CHARLES, ALEXANDER	CO-FOUNDER & PARTNER	B	yes	09/2020	Oct 29, 2020	Jun 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
EPIC FUND MANAGEMENT II LLC	n/a	n/a	n/a	N	yes	n/a
EPIC FUND MANAGEMENT III LLC	n/a	n/a	n/a	N	yes	n/a
EPIC-ACRE GP LLC	n/a	n/a	n/a	N	yes	n/a
EPIC-DIP2 GP LLC	n/a	n/a	n/a	N	yes	n/a
EPIC-M7 GP LLC	n/a	n/a	n/a	N	yes	n/a
EPIC-PB6 GP LLC	n/a	n/a	n/a	N	yes	n/a
IWP FUND MANAGEMENT LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 27, 2026	$166M	$166M	5	5	9	n/a
2024	Mar 6, 2025	$146M	$146M	6	6	7	n/a
2023	Mar 27, 2024	$131M	$131M	5	4	7	$131M
2022	Mar 30, 2023	$140M	$140M	4	2	6	$140M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$166M	$146M	14.0%	$140M	6.0%	5	6	0	0

Relationships

Affiliated with (2)

← IWP WEALTH MANAGEMENT LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← IWP WEALTH - PRIVATE CLIENT ADVISORSRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Advises (7)

→ EPIC PRIVATE INCOME FUND III, LPPrivate fundPrivate Equity Fund, IA
Mar 27, 2024 to presentfactForm ADV
→ EPIC FUND II LPPrivate fundPrivate Equity Fund, IA
Oct 29, 2020 to presentfactForm ADV
→ EPIC-ACRE LPPrivate fundPrivate Equity Fund, IA
May 24, 2022 to presentfactForm ADV
→ EPIC-PB6 LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2023 to presentfactForm ADV
→ EPIC-M7 LPPrivate fundPrivate Equity Fund, IA
Jan 10, 2022 to presentfactForm ADV
→ IWP EVOLUTION FUND I LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2019 to presentfactForm ADV
→ EPIC-DIP2 LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2023 to presentfactForm ADV

Controls (5)

← MCCABE, KEVIN, MICHAELOwnerCO-FOUNDER & PARTNER, ownership code B, individual
Oct 29, 2020 to Jun 27, 2024factForm ADV
← WILLHOIT, CHARLES, ALEXANDEROwnerCO-FOUNDER & PARTNER, ownership code B, individual
Oct 29, 2020 to Jun 27, 2024factForm ADV
← HIRSCHMANN IV, JAMES, WILLIAMOwnerPARTNER, ownership code B, individual
Jan 10, 2022 to Jun 27, 2024factForm ADV
← GARZA, GEORGE, ALECOwnerMANAGING PARTNER, CCO, ownership code C, individual
Oct 29, 2020 to Jun 27, 2024factForm ADV
← FITZPATRICK, MICHAEL, SEANOwnerPARTNER, ownership code B, individual
May 24, 2022 to Jun 27, 2024factForm ADV

Dated events

Occurred
May 24, 2022
Control person joined
Sean Michael Fitzpatrick (Head Of Business Development) appeared on Schedule A of Epic Funds
Form ADVobserved 6 days ago
Occurred
Jan 10, 2022
First Form ADV filing
Epic filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago
Occurred
Jan 10, 2022
Control person joined
William James Hirschmann Iv (Managing Director) appeared on Schedule A of Epic Funds
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:29941512-7a84-0519-e512-162719fd56b4
First observed: Oct 29, 2020
Last observed: Aug 27, 2026 25 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EPIC FUNDS

EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC, CRD 311425

HERMOSA BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:29941512-7a84-0519-e512-162719fd56b4

Data as of Aug 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:21 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

EPIC FUND II LP

Private Equity Fund

$57.7M

Jun 27, 2024

Oct 29, 2020

reported

021-389049

IWP EVOLUTION FUND I LP

Private Equity Fund

$48.4M

Jun 27, 2024

Mar 30, 2019

reported

021-301297

EPIC-ACRE LP

Private Equity Fund

$7.5M

Jun 27, 2024

May 24, 2022

reported

021-477279

EPIC-PB6 LP

Private Equity Fund

$6.8M

Jun 27, 2024

Mar 30, 2023

reported

021-477265

EPIC-M7 LP

Private Equity Fund

$6.4M

Jun 27, 2024

Jan 10, 2022

reported

021-408000

EPIC-DIP2 LP

Private Equity Fund

$4.0M

Jun 27, 2024

Mar 30, 2023

reported

021-477260

EPIC PRIVATE INCOME FUND III, LP

Private Equity Fund

Jun 27, 2024

Mar 27, 2024

reported

021-499779

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FITZPATRICK, MICHAEL, SEAN

Partner

yes

12/2020

May 24, 2022

Jun 27, 2024

GARZA, GEORGE, ALEC

MANAGING PARTNER, CCO

yes

09/2020

Oct 29, 2020

Jun 27, 2024

HIRSCHMANN IV, JAMES, WILLIAM

Partner

yes

09/2020

Jan 10, 2022

Jun 27, 2024

MCCABE, KEVIN, MICHAEL

CO-FOUNDER & PARTNER

yes

09/2020

Oct 29, 2020

Jun 27, 2024

WILLHOIT, CHARLES, ALEXANDER

CO-FOUNDER & PARTNER

yes

09/2020

Oct 29, 2020

Jun 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EPIC FUND MANAGEMENT II LLC

n/a

yes

n/a

EPIC FUND MANAGEMENT III LLC

n/a

yes

n/a

EPIC-ACRE GP LLC

n/a

yes

n/a

EPIC-DIP2 GP LLC

n/a

yes

n/a

EPIC-M7 GP LLC

n/a

yes

n/a

EPIC-PB6 GP LLC

n/a

yes

n/a

IWP FUND MANAGEMENT LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$166M

n/a

2024

Mar 6, 2025

$146M

n/a

2023

Mar 27, 2024

$131M

2022

Mar 30, 2023

$140M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$166M

$146M

14.0%

$140M

6.0%