Multi-Family OfficeRIA · CRD 149615SEC-Registered

Updated:

EVOAdvisors

EVOADVISORS is an SEC-registered investment adviser in Richmond, VA, registered since 2017. The firm manages $337 million in assets and $322 million on a...

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EVOAdvisors

EVOADVISORS is an SEC-registered investment adviser in Richmond, VA, registered since 2017. The firm manages $337 million in assets and $322 million on a discretionary basis. It has 7 employees and 6 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2009

Location

Region

North America

Country

United States

City

Richmond

Corporate office

New York, NY, United States

Sector focus

Private EquityReal EstateVenture Capital

Frequently asked questions

How does EVOAdvisors source its deal flow?

The firm relies on relationships with established private equity and venture capital general partners to source co-investment opportunities. It also leverages its network of wealthy families for proprietary deal access, though the process is not publicly detailed.

Does EVOAdvisors participate in fund commitments or only direct deals?

The firm uses a hybrid approach, making fund commitments to select managers while also executing direct co-investments. This structure gives clients exposure to diversified fund returns alongside concentrated direct positions.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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