DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
G••••• E•••••••• U••• L••
Latest filing Jun 18, 2026
First filing on the tape Feb 27, 2012 · 39 filings
SEC status approved since Aug 6, 2013
RAUM
$1.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
24
24 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$1.2B as of Jun 18, 2026
Mar 4, 2014$10.0M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 18, 2026
Mar 4, 20140 then
Employees (5.A)24 as of Jun 18, 2026
Mar 4, 201415 then
Private funds2 as of Jun 18, 2026
Feb 22, 20191 then
RAUM +52% over the last fiscal year+24% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 18, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $298MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 13%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +52%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$740M62%
- Pooled investment vehicles$301M25%
- State and municipal entities$151M13%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.87 institutional_share=0.13 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G••••• E•••••••• F•••• U••• L••• G••••• E•••••••• E• D••• F••• | Other Private Fund | $142M | 1 | Dec 9, 2020 |
| G••••• E•••••••• F•••• U••• L••• G••••• E•••••••• E• L•••• C••••••• D••• F••• | Other Private Fund | $82.1M | 1 | Mar 24, 2020 |
| G••••• E•••••••• E••••••• • F••••••• P•••••• F•••• L•no longer reported | Hedge Fund | $52.4M | 2 | May 8, 2018 |
Owners and control persons
Schedule A and B, latest filing
- B••••• M•••••• W••••••• · Chief Executive Officercontrolsince 02/2012 · owns less than 5%
- J•••••••• S•••• B•• · Chief Compliance Officer, Head Of Legal And Compliancecontrolsince 03/2023 · owns less than 5%
- S•••••• T••••• · Chief Operating Officercontrolsince 02/2018 · owns less than 5%
Entity owners
- G••••• E•••••••• F•••••••• A•• · Shareholderdirect · owns 75% or more
- G••••• E•••••••• F••••••••• A•• · Parent Companydirect · owns 75% or more
- A••••••••• G••••••• S••••• · Shareholderindirect · owns 75% or more of G••••••• I••••••••• H••••••• S•••••
- C•••••• H••••••• L•••••• · Shareholderindirect · owns 75% or more of G••••• E•••••••• H•••••• A••
- G••••••• I••••••••• H••••••• S••••• · Shareholderindirect · owns 75% or more of C•••••• H••••••• L••••••
- G••••• E•••••••• F•••••••• A•• · Shareholderindirect · owns 75% or more of G••••• E•••••••• F••••••••• A••
- G••••• E•••••••• H•••••• A•• · Shareholderindirect · owns 75% or more of G••••• E•••••••• F•••••••• A••
Related persons
Schedule D 7.A
- C•••••• I••••••••• P•••••••• I•••broker-dealerinvestment advisernRAUM $572M
- C••••••• I•••investment adviserbanknRAUM $107B
- G••••• E•••••••• A•••• M••••••••• A••investment advisery
- G••••• E•••••••• F••• M••••••••• S••••••••• P••• L•••investment advisern
- O•••••• C••••• I••••••••• L••investment adviserbankpooled vehicle sponsornRAUM $35B
- P•••••••• R••• E••••• S•••••••• L••investment companyn
- P••• I••••••••• A•••••••• L•••••investment advisernRAUM $1.9B
Advisers that list G••••• E•••••••• U••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $1.2B to $1.2BMar 31, 2026 to Jun 18, 2026
- Pooled vehicle RAUM · $301M to $301MMar 31, 2026 to Jun 18, 2026
- RAUM · $1.2B to $1.2BMar 31, 2026 to Jun 18, 2026
- Advisory employees · 23 to 24Mar 28, 2025 to Mar 31, 2026
- BD registered reps · 3 to 0Mar 28, 2025 to Mar 31, 2026
- Employees · 26 to 24Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $783M to $1.2BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $260M to $301MMar 28, 2025 to Mar 31, 2026
- RAUM · $783M to $1.2BMar 28, 2025 to Mar 31, 2026
- Employees · 28 to 26May 31, 2024 to Mar 28, 2025
- Accounts · 5 to 4May 31, 2024 to Mar 28, 2025
- Advisory employees · 25 to 23May 31, 2024 to Mar 28, 2025
- Financial planning clients · 0 to 0May 31, 2024 to Mar 28, 2025
- Discretionary RAUM · $698M to $783MMay 31, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $224M to $260MMay 31, 2024 to Mar 28, 2025
- RAUM · $698M to $783MMay 31, 2024 to Mar 28, 2025
- Advisory employees · 22 to 25Sep 12, 2023 to Mar 22, 2024
- Employees · 25 to 28Sep 12, 2023 to Mar 22, 2024
- Discretionary RAUM · $619M to $698MSep 12, 2023 to Mar 22, 2024
- Pooled vehicle RAUM · $230M to $224MSep 12, 2023 to Mar 22, 2024
- RAUM · $619M to $698MSep 12, 2023 to Mar 22, 2024
- Advisory employees · 20 to 22Jan 12, 2023 to Mar 29, 2023
- Employees · 67 to 25Jan 12, 2023 to Mar 29, 2023
- Discretionary RAUM · $720M to $619MJan 12, 2023 to Mar 29, 2023
- Pooled vehicle RAUM · $240M to $230MJan 12, 2023 to Mar 29, 2023
- RAUM · $720M to $619MJan 12, 2023 to Mar 29, 2023
- Accounts · 4 to 5Dec 3, 2021 to Mar 29, 2022
- Advisory employees · 18 to 20Dec 3, 2021 to Mar 29, 2022
- Advisory activities · 2 to 3Dec 3, 2021 to Mar 29, 2022
- BD registered reps · 1 to 3Dec 3, 2021 to Mar 29, 2022
- Employees · 55 to 67Dec 3, 2021 to Mar 29, 2022
- Discretionary RAUM · $675M to $720MDec 3, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $327M to $240MDec 3, 2021 to Mar 29, 2022
- RAUM · $675M to $720MDec 3, 2021 to Mar 29, 2022
- Advisory employees · 16 to 18Dec 15, 2020 to Mar 26, 2021
- BD registered reps · 2 to 1Dec 15, 2020 to Mar 26, 2021
- Employees · 48 to 55Dec 15, 2020 to Mar 26, 2021
- Discretionary RAUM · $646M to $675MDec 15, 2020 to Mar 26, 2021
- Pooled vehicle RAUM · $323M to $327MDec 15, 2020 to Mar 26, 2021
- RAUM · $646M to $675MDec 15, 2020 to Mar 26, 2021
Signals
12 dated events
- G••••• E•••••••• U••• L•• reported RAUM $1.2B, up 52% from $783.5M (2025-03-28 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Samantha Addonizio (Chief Compliance Officer) no longer on Schedule A of G••••• E•••••••• U••• L•• (listed 2024-04-17, absent 2024-05-31)May 31, 2024 · Control person left · inference
- Soren Rump (Shareholder) no longer on Schedule A of G••••• E•••••••• U••• L•• (listed 2023-09-12, absent 2024-03-22)Mar 22, 2024 · Control person left · inference
- Earle Linwood Bradford (Board Member) no longer on Schedule A of G••••• E•••••••• U••• L•• (listed 2023-09-12, absent 2024-03-22)Mar 22, 2024 · Control person left · inference
- Bak S••• J••••••• (Head Of Legal And Compliance) appeared on Schedule A of G••••• E•••••••• U••• L••Mar 29, 2023 · Control person joined · fact
- Kasper Jorgensen (Head Of Legal And Compliance, Parent Company) no longer on Schedule A of G••••• E•••••••• U••• L•• (listed 2022-03-29, absent 2023-01-12)Jan 12, 2023 · Control person left · inference
- G••••• E•••••••• U••• L•• reported RAUM $795.9M, up 122% from $359.0M (2019-04-15 to 2020-03-24)Mar 24, 2020 · RAUM change · derived
- T••••• S••••• (Chief Operating Officer) appeared on Schedule A of G••••• E•••••••• U••• L••Mar 24, 2020 · Control person joined · fact
- Samantha Addonizio (Chief Compliance Officer) appeared on Schedule A of G••••• E•••••••• U••• L••Feb 22, 2019 · Control person joined · fact
- G••••• E•••••••• U••• L•• reported RAUM $400.8M, up 48% from $270.4M (2018-03-31 to 2018-05-08)May 8, 2018 · RAUM change · derived
- G••••• E•••••••• U••• L•• reported RAUM $270.4M, up 354% from $59.5M (2017-03-31 to 2018-03-31)Mar 31, 2018 · RAUM change · derived
- G••••• E•••••••• U••• L•• filed its initial SEC registration (Form ADV)Jul 19, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G••••• E•••••••• U••• L•• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/global-evolution-usa-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- GLOBALE••••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 1 (646) 844-3883reportedpublic record, Form ADV, Jun 18, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026