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GLOBAL EVOLUTION USA, LLC
CRD 161677File 801-78371
APPROVED
Filing as of Jun 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.19B
Above cohort median (national)
Discretionary AUM
$1.19B
Clients
4
4 accounts
Employees
24
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 6, 2013
- Principal office
- 250 PARK AVENUE, 15TH FLOOR, NEW YORK, NY, 10177
- Phone
- 1 (646) 844-3883
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.19B
- Discretionary AUM
- $1.19B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4
- Non-discretionary accounts
- 0
- Total accounts
- 4
- AUM per client
- $298.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $739.8M |
| Pooled investment vehicles | 2 | $301.2M |
| State or municipal government entities | Fewer than 5 | $151.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | AUM | $1,192,742,321 | $1,192,122,785 | decreased by$619,536 |
| Apr 1, 2026 | Employees | 26 | 24 | decreased by2 |
| Apr 1, 2026 | AUM | $783,498,994 | $1,192,742,321 | increased by$409,243,327 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 67 | 26 | decreased by41 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $720,267,450 | $783,498,994 | increased by$63,231,544 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5 | 4 | decreased by1 |
| Apr 1, 2022 | Employees | 55 | 67 | increased by12 |
| Apr 1, 2022 | AUM | $674,503,949 | $720,267,450 | increased by$45,763,501 |
| Apr 1, 2022 | Accounts | 4 | 5 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GLOBAL EVOLUTION” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GLOBAL EVOLUTION” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.