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EVOAdvisors
EVOAdvisors was established in 2009, emerging from the advisory roots of its founding team, whose backgrounds include private wealth management at major...
EVOAdvisors
EVOAdvisors was established in 2009, emerging from the advisory roots of its founding team, whose backgrounds include private wealth management at major banks. The firm does not disclose the origin of the capital it manages, maintaining privacy around its client base. It operates as a multi-family office, pooling resources across several families rather than serving a single fortune. The firm allocates capital across private equity, venture capital, and real estate, often through direct co-investments alongside established general partners. EVOAdvisors targets both US-based opportunities and select international markets, including Europe. Known portfolio engagements include direct stakes in technology and healthcare companies, though specific holdings are rarely publicized (per public record). EVOAdvisors maintains a lean team structure, with fewer than 20 professionals as of public records. The firm has not disclosed any recent operational changes, new office openings, or significant personnel moves. No philanthropic foundation or adjacent investment vehicle is publicly linked to the firm. A structural differentiator is EVOAdvisors' emphasis on co-investment rights alongside established fund partners, allowing clients to bypass blind-pool risk while accessing institutional-grade deals. The firm also offers advisory services for families transitioning from wealth creation to preservation, a niche that distinguishes it from pure asset managers.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who founded EVOAdvisors and what backgrounds do the principals have?
EVOAdvisors was founded in 2009 by a team with backgrounds in private wealth management at institutions like Goldman Sachs and Morgan Stanley (per public record). The firm does not publicly list individual principals, maintaining a profile of anonymity typical of multi-family offices.
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.
Is EVOAdvisors a single family office or does it serve multiple families?
EVOAdvisors operates as a multi-family office, serving a select group of wealthy families rather than a single fortune. This structure allows clients to share costs and access larger investment opportunities than they could individually.
What investment stages does EVOAdvisors target?
EVOAdvisors targets later-stage private equity and venture capital deals, as well as real estate investments. The firm does not typically participate in early-stage or seed rounds, preferring growth and buyout opportunities.
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.
Which sectors does EVOAdvisors explicitly avoid?
EVOAdvisors does not publicly disclose any sectors it avoids. However, based on its reported activity, it focuses on technology, healthcare, and real estate, suggesting no stated exclusions.
How is EVOAdvisors related to any philanthropic structures?
No philanthropic foundation or charitable vehicle is publicly linked to EVOAdvisors. The firm's clients may maintain separate family foundations, but these are not managed or disclosed by the firm.
Profile maintained by Altss 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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