Evolutionary Tree Capital Management, Llc
- Regulatory AUM
- $91.7M
- Discretionary
- $91.7M
- Clients
- 48
- Avg AUM / client
- $1.9M
- Accounts
- 77
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 24, 2026
Investments (13F portfolio — 26 positions, $53,205,659)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | CAP STK CL A | $4,246,686 | 14,768 | 7.98% | 4.63% |
| 2 | Amazon Com Inc | COM | $4,119,789 | 19,781 | 7.74% | 4.49% |
| 3 | Krystal Biotech Inc | COM | $3,180,952 | 12,314 | 5.98% | 3.47% |
| 4 | Caci Intl Inc | CL A | $2,849,335 | 5,239 | 5.36% | 3.11% |
| 5 | Meta Platforms Inc | CL A | $2,783,985 | 4,866 | 5.23% | 3.04% |
| 6 | Netflix Inc. | COM | $2,633,260 | 27,387 | 4.95% | 2.87% |
| 7 | Microsoft Corp | COM | $2,533,443 | 6,844 | 4.76% | 2.76% |
| 8 | Cellebrite Di Ltd | ORDINARY SHARES | $2,528,258 | 183,473 | 4.75% | 2.76% |
| 9 | Micron Technology Inc | COM | $2,505,084 | 7,415 | 4.71% | 2.73% |
| 10 | Axon Enterprise Inc | COM | $2,076,734 | 4,890 | 3.9% | 2.26% |
| 11 | Ascendis Pharma A/S | SPONSORED ADR | $2,074,581 | 9,070 | 3.9% | 2.26% |
| 12 | Broadcom Inc | COM | $2,011,505 | 6,499 | 3.78% | 2.19% |
| 13 | Viking Holdings Ltd | ORD SHS | $1,985,283 | 27,018 | 3.73% | 2.17% |
| 14 | Tradeweb Mkts Inc | CL A | $1,947,273 | 16,550 | 3.66% | 2.12% |
| 15 | Abbott Laboratories | COM | $1,834,405 | 17,867 | 3.45% | 2.0% |
| 16 | Procept Biorobotics Corp | COM | $1,672,394 | 66,869 | 3.14% | 1.82% |
| 17 | Sea Ltd | SPONSORD ADS | $1,642,454 | 19,834 | 3.09% | 1.79% |
| 18 | Visa Inc | COM CL A | $1,596,734 | 5,283 | 3.0% | 1.74% |
| 19 | Roblox Corp | CL A | $1,374,012 | 24,293 | 2.58% | 1.5% |
| 20 | Palo Alto Networks Inc | COM | $1,343,802 | 8,382 | 2.53% | 1.47% |
| 21 | Samsara Inc | COM CL A | $1,340,424 | 42,298 | 2.52% | 1.46% |
| 22 | Rubrik Inc. | CL A | $1,211,518 | 24,740 | 2.28% | 1.32% |
| 23 | Mercadolibre Inc | COM | $1,206,856 | 698 | 2.27% | 1.32% |
| 24 | Affirm Hldgs Inc | COM CL A | $1,125,981 | 24,574 | 2.12% | 1.23% |
| 25 | Shopify Inc | CL A SUB VTG SHS | $859,402 | 7,245 | 1.62% | 0.94% |
Top 25 of 26 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10 | $2.8M | 3.06% |
| High net worth individuals | 37 | $60.8M | 66.3% |
| Investment companies | 1 | $24.2M | 26.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.9M | 3.19% |
| Corporations and other businesses | Fewer than 5 clients | $963K | 1.05% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ricketts, Sonya | Trustee | Mar 2016 (10y) | GP / trustee / elected manager of Thomas Ricketts Revocable Trust (indirect) | |
| Thomas Merrill Ricketts | Ceo/Cio/Llc Manager | CFA | Mar 2016 (10y) | Less than 5% |
| Jacobsen, Bryan, K | Cco | Oct 2024 (2y) | Less than 5% | |
| Andrew Glenn Taylor | Registered representative | CFA | Mar 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Thomas Ricketts Revocable Trust | Sole Member | Aug 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $57.5M (63% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗