AdFi
EI

Evolution Investment Management LLC

SEC Registered
Austin, TXhttps://evolutionim.com512-615-5612
Assets Under Management
$100M–$500M
Employees
4
Office Locations
1 office
Total Accounts
6

About the firm

Evolution Investment Management ('Evolution IM' or 'EIM') is a Registered Investment Adviser and asset manager of real estate private equity investments. Since inception, Evolution's management team has deployed capital into more than $5 billion of real estate through eight distinct private equity vehicles. EIM is an Austin-based, wholly-owned subsidiary of Evolution IP.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Real Estate Private EquityEquity InvestingDebt FinancingSenior LoansMezzanine LoansAdvisory ServicesAsset ManagementPortfolio FinanceValue-addMultifamilyCommercial Real Estate+2 more

Services

Equity investing in real estate private equity vehicles including opportunity funds and separately managed institutional accounts; debt financing through origination of senior and mezzanine loans secured by commercial real estate; and advisory services on portfolio finance and asset management for institutional investors with strategic or distressed portfolios.

Private funds / alternatives
Real Estate

Who they serve

Select institutional investors seeking advisory services on portfolio finance and asset management of strategic or distressed portfolios and individual assets.

Client segmentClientsAssets managed
Pension/Profit Sharing Plans6$126M

Leadership

Richard Kent Ledbetter Ii
CHIEF EXECUTIVE OFFICER
James Franklin Wilson
CHIEF INVESTMENT OFFICER
Henrietta Fiona Green
CHIEF COMPLIANCE OFFICER
Stone Edge Capital Partners Llc
SOLE MEMBER
Richard Kent Ledbetter Ii
MEMBER
James Franklin Wilson
MEMBER

Office locations

1 office in 1 state
TX
AustinHQ

Regulatory & compliance

CRD number
#324108
SEC Number
801-127005
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Evolution Investment Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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