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.
SEC-registered adviser
Epic Funds
Asset manager (funds and pooled vehicles)Hermosa Beach, CaliforniaCRD 311425SEC 801-123204websiteIAPD
Legal name Evolution Private Investment Collective LLC
Latest filing Aug 27, 2026
First filing on the tape Oct 29, 2020 · 19 filings
SEC status approved since Feb 11, 2022
RAUM
$166M
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
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$166M as of Aug 27, 2026
Mar 30, 2023$140M then
HNW client RAUM$0 as of Aug 27, 2026
Mar 30, 2023$0 then
State-registered IARs (5.B.3)0 as of Aug 27, 2026
Mar 30, 20230 then
Employees (5.A)5 as of Aug 27, 2026
Mar 30, 20234 then
Private funds9 as of Aug 27, 2026
Mar 30, 20236 then
RAUM +14% over the last fiscal year+6.0% a year over threeIARs 1 to 0
Practice profile
derived from the filing of Aug 27, 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
- $18.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%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
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- -100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$166M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false 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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Epic Fund II LP | Private Equity Fund | $57.7M | 93 | Oct 29, 2020 |
| Iwp Evolution Fund I LP | Private Equity Fund | $48.4M | 81 | Mar 30, 2019 |
| Epic-Acre LP | Private Equity Fund | $7.5M | 39 | May 24, 2022 |
| Epic-Pb6 LP | Private Equity Fund | $6.8M | 21 | Mar 30, 2023 |
| Epic-M7 LP | Private Equity Fund | $6.4M | 19 | Jan 10, 2022 |
| Epic-Dip2 LP | Private Equity Fund | $4.0M | 22 | Mar 30, 2023 |
| Epic Private Income Fund III, LP | Private Equity Fund | $0 | 0 | Mar 27, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Sean Michael Fitzpatrick · Partnercontrolsince 12/2020 · owns 10% to 25%
- Alec George Garza · Managing Partner, Ccocontrolsince 09/2020 · owns 25% to 50%
- William James Hirschmann IV · Partnercontrolsince 09/2020 · owns 10% to 25%
- Michael Kevin Mccabe · Co-Founder & Partnercontrolsince 09/2020 · owns 10% to 25%
- Alexander Charles Willhoit · Co-Founder & Partnercontrolsince 09/2020 · owns 10% to 25%
Related persons
Schedule D 7.A
- Epic Fund Management II LLCpooled vehicle sponsorn
- Epic Fund Management III LLCpooled vehicle sponsorn
- Epic-Acre Gp LLCpooled vehicle sponsorn
- Epic-Dip2 Gp LLCpooled vehicle sponsorn
- Epic-M7 Gp LLCpooled vehicle sponsorn
- Epic-Pb6 Gp LLCpooled vehicle sponsorn
- Iwp Fund Management LLCpooled vehicle sponsorn
Advisers that list Epic Funds as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- HQ city · MANHATTAN BEACH to HERMOSA BEACHJun 30, 2026 to Aug 27, 2026
- Accounts · 7 to 9Jun 30, 2025 to Mar 27, 2026
- Advisory employees · 6 to 5Jun 30, 2025 to Mar 27, 2026
- Pooled vehicle clients · 7 to 9Jun 30, 2025 to Mar 27, 2026
- Employees · 6 to 5Jun 30, 2025 to Mar 27, 2026
- State-registered IARs · 1 to 0Jun 30, 2025 to Mar 27, 2026
- Private funds · 7 to 9Jun 30, 2025 to Mar 27, 2026
- Discretionary RAUM · $146M to $166MJun 30, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $146M to $166MJun 30, 2025 to Mar 27, 2026
- RAUM · $146M to $166MJun 30, 2025 to Mar 27, 2026
- Financial planning clients · unset to May 20, 2025 to Jun 30, 2025
- HQ city · to MANHATTAN BEACHMar 6, 2025 to May 20, 2025
- HQ state · to CAMar 6, 2025 to May 20, 2025
- Advisory employees · 4 to 6Jun 27, 2024 to Mar 6, 2025
- Employees · 5 to 6Jun 27, 2024 to Mar 6, 2025
- HQ city · unset to Jun 27, 2024 to Mar 6, 2025
- HQ state · unset to Jun 27, 2024 to Mar 6, 2025
- Discretionary RAUM · $131M to $146MJun 27, 2024 to Mar 6, 2025
- Pooled vehicle RAUM · $131M to $146MJun 27, 2024 to Mar 6, 2025
- RAUM · $131M to $146MJun 27, 2024 to Mar 6, 2025
- Accounts · 6 to 7Nov 15, 2023 to Mar 27, 2024
- Advisory employees · 2 to 4Nov 15, 2023 to Mar 27, 2024
- Pooled vehicle clients · 6 to 7Nov 15, 2023 to Mar 27, 2024
- Employees · 4 to 5Nov 15, 2023 to Mar 27, 2024
- State-registered IARs · 0 to 1Nov 15, 2023 to Mar 27, 2024
- Private funds · 6 to 7Nov 15, 2023 to Mar 27, 2024
- Discretionary RAUM · $140M to $131MNov 15, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $140M to $131MNov 15, 2023 to Mar 27, 2024
- RAUM · $140M to $131MNov 15, 2023 to Mar 27, 2024
- Business name · EPIC to EPIC FUNDSMay 31, 2023 to Jun 23, 2023
- Accounts · 4 to 6Aug 31, 2022 to Mar 30, 2023
- Charity clients · unset to 0.0Aug 31, 2022 to Mar 30, 2023
- Corporate clients · unset to 0.0Aug 31, 2022 to Mar 30, 2023
- HNW clients · unset to 0.0Aug 31, 2022 to Mar 30, 2023
- Individual clients · unset to 0.0Aug 31, 2022 to Mar 30, 2023
- Pension plan clients · unset to 0.0Aug 31, 2022 to Mar 30, 2023
- Pooled vehicle clients · 4 to 6Aug 31, 2022 to Mar 30, 2023
- Employees · 3 to 4Aug 31, 2022 to Mar 30, 2023
- Private funds · 4 to 6Aug 31, 2022 to Mar 30, 2023
- Discretionary RAUM · $123M to $140MAug 31, 2022 to Mar 30, 2023
Signals
3 dated events
- Sean Michael Fitzpatrick (Head Of Business Development) appeared on Schedule A of Epic FundsMay 24, 2022 · Control person joined · fact
- Epic filed its initial SEC registration (Form ADV)Jan 10, 2022 · First SEC registration · fact
- William James Hirschmann Iv (Managing Director) appeared on Schedule A of Epic FundsJan 10, 2022 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Epic Funds · Independent Sponsorsshared crd · capital_provider
- Epic Funds · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/evolution-private-investment-collectivereportedpublic record, Form ADV, Sep 17, 2026
- Website
- epic-funds.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 720-593-6399reportedpublic record, Form ADV, Aug 27, 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