{"url":"https://nivawealth.com/firms/evolution-private-investment-collective-311425","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/311425","regulatoryAum":166457615,"crd":"311425","history":[{"filedOn":"2022-05-24","regulatoryAum":123487249,"clients":4,"employees":3,"offices":1},{"filedOn":"2023-06-23","regulatoryAum":139937728,"clients":6,"employees":4,"offices":1},{"filedOn":"2024-06-27","regulatoryAum":130935252,"clients":7,"employees":5,"offices":1},{"filedOn":"2025-06-30","regulatoryAum":145976011,"clients":7,"employees":6,"offices":1},{"filedOn":"2026-08-27","regulatoryAum":166457615,"clients":9,"employees":5,"offices":1}],"secFileNumber":"801-123204","legalName":"Evolution Private Investment Collective LLC","displayName":"Evolution Private Investment Collective","slug":"evolution-private-investment-collective-311425","website":"https://epic-funds.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/evolution-private-investment-collective/","founded":null,"organization":"Colorado limited liability company","fiscalYearEnd":"December","headquarters":{"street":"910 Hermosa Avenue, Suite 201","city":"Hermosa Beach","state":"CA","stateName":"California","country":"United States","postalCode":"90254"},"tradeNames":[],"registration":{"secApproved":"11 February 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":5,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":166457615,"discretionary":166457615,"discretionaryAccounts":9,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":9,"regulatoryAum":166457615}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Evolution Private Investment Collective has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Michael Fitzpatrick","title":"Managing Partner & Chief Compliance Officer","crd":"7559835"},{"name":"James Hirschmann IV","title":"Partner & Chief Investment Officer","crd":"5816799"},{"name":"Kevin McCabe","title":"Partner","crd":"2048590"},{"name":"Charles Willhoit","title":"Partner","crd":"2773302"}],"ownership":[{"label":"Charles Willhoit","detail":"Partner in the 10% to 25% ownership band and a control person, since September 2020."},{"label":"Kevin McCabe","detail":"Partner in the 5% to 10% ownership band and a control person, since September 2020."},{"label":"James Hirschmann IV","detail":"Partner & chief investment officer in the 10% to 25% ownership band and a control person, since May 2025."},{"label":"Michael Fitzpatrick","detail":"Managing partner & chief compliance officer in the 10% to 25% ownership band and a control person, since May 2025."},{"label":"Grantor Trust Agreement for: Western Asset Management Company Employee Deferred Incentive Plan","detail":"Owner in the 10% to 25% ownership band and a control person, since June 2025."},{"label":"Principal Financial Group (Plan Id 029929300)","detail":"Indirect owner: trustee of Grantor Trust Agreement for: Western Asset Management Company Employee Deferred Incentive Plan and a control person, since June 2025.","parent":"Grantor Trust Agreement for: Western Asset Management Company Employee Deferred Incentive Plan"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"910 Hermosa Avenue, Suite 201","city":"Hermosa Beach","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"720-593-6399","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":9},"sources":{"adv1FilingDate":"27 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/311425/PDF/311425.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Evolution Private Investment Collective have?","answer":"Evolution Private Investment Collective has 9 clients and manages $166 million for them, as of August 2026. They include 9 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Evolution Private Investment Collective offer?","answer":"Evolution Private Investment Collective provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Evolution Private Investment Collective have?","answer":"Evolution Private Investment Collective has 0 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Evolution Private Investment Collective?","answer":"Evolution Private Investment Collective’s direct owners are Charles Willhoit, Kevin McCabe, James Hirschmann IV, Michael Fitzpatrick and Grantor Trust Agreement for: Western Asset Management Company Employee Deferred Incentive Plan, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 27 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Evolution Private Investment Collective get paid?","answer":"Evolution Private Investment Collective is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Evolution Private Investment Collective?","answer":"Evolution Private Investment Collective’s main office is at 910 Hermosa Avenue, Suite 201, Hermosa Beach, CA 90254. Its phone number is 720-593-6399. Its website is epic-funds.com.","source":"Form ADV Part 1A, Item 1.F, filed 27 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}