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Evoke Wealth, LLC

● SEC registered since 2019CRD 300856SEC# 801-115290Los Angeles, CA
Export (members)
Ranks #264 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$27.7B
Fund GAV
$2.57B
Private funds
22
Employees
99
Accounts
12,365
Location
Los Angeles, CA

Evoke Wealth, LLC assets under management

Evoke Wealth, LLC is an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 2019. It reports $27.7 billion in regulatory assets under management and employs 99 people. Evoke Wealth, LLC manages 22 private funds with combined gross assets of $2.6 billion, including Advanced Research Alpha Fund, L.P. By regulatory assets, it ranks 264 of 5,911 private fund managers.

Evoke Wealth, LLC private funds

22 funds · $2.57B GAV
FundTypeGross assetsMin.
Advanced Research Alpha Fund, L.P.Hedge$410.3M$1M
Advanced Research Alpha Fund, Ltd.Hedge$252M$1M
Evoke - Secondaries IV (br V), LPOther Private$181M$500K
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Evoke Wealth, LLC owners & executives

11 reported
NameTitleOwnershipSince
Alex Nmn Shahidi ControlManaging PartnerUnder 5%2020
Andrew Douglas Palmer ControlManaging PartnerUnder 5%2020
Brian Hancock Waters ControlChief Compliance Officer And General CounselUnder 5%2024
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Frequently asked questions

How much does Evoke Wealth, LLC manage?

Evoke Wealth, LLC reports $27.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Evoke Wealth, LLC manage?

Evoke Wealth, LLC manages 22 private funds with combined gross assets of $2.6 billion.

How many employees does Evoke Wealth, LLC have?

Evoke Wealth, LLC reports 99 employees.

Where is Evoke Wealth, LLC located?

Evoke Wealth, LLC is based in Los Angeles, CA and has been SEC-registered since 2019.

Does Evoke Wealth, LLC disclose fund performance?

Evoke Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025
Phone424-372-1776
Office hours7:00a.m. - 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$12.45B
Non-discretionary$15.24B
Total (RAUM)$27.7B

Service providers

Auditor
Custodian
Administrator