Alexandria, VA Office

Evolutionary Tree Capital Management provides discretionary portfolio and investment management to individuals, family offices, estates, trusts, retirement plans and institutional clients through separately managed accounts, covering both taxable and tax‑exempt mandates. The firm reports approximately $91.7 million in discretionary assets under management and serves a small client base with two advisors.

The firm pursues an innovation‑focused, concentrated growth strategy with a long‑term horizon, typically constructing conviction‑weighted portfolios of 35 or fewer holdings. Its process combines bottom‑up fundamental research with meso‑level industry and ecosystem analysis, using proprietary repositories (an Evolutionary Shift Repository and Innovator Repository), a low‑turnover orientation, and a target cash range of roughly 0–5%.

The Brochure discloses that Evolutionary Tree previously advised the Evolutionary Tree Innovators Fund, a non‑diversified series of Ultimus Managers Trust that closed in April 2026, indicating recent experience managing an investment company in addition to separately managed accounts. The firm also documents institutional fee schedules, legacy solicitation arrangements and use of soft‑dollar research, and its public materials include performance figures and third‑party ratings—operational and disclosure features that are less common among similarly sized supported firms.