Evoke Wealth, LLC
● SEC registered since 2019CRD 300856SEC# 801-115290Los Angeles, CA
Ranks #616 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$17.29B
Fund GAV
$2.97B
Private funds
23
Employees
96
Accounts
12,528
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 $17.3 billion in regulatory assets under management and employs 96 people. Evoke Wealth, LLC manages 23 private funds with combined gross assets of $3 billion, including Advanced Research Alpha Fund, L.P. By regulatory assets, it ranks 616 of 6,004 private fund managers.
Evoke Wealth, LLC private funds
23 funds · $2.97B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Advanced Research Alpha Fund, L.P. | Hedge | $555.7M | $1M |
| Advanced Research Alpha Fund, Ltd. | Hedge | $298M | $1M |
| Evoke - Secondaries IV (br V), LP | Other Private | $213.6M | $500K |
See all 23 funds — unlock the full record.
Join to unlock · $37/moEvoke Wealth, LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex Nmn Shahidi Control | Managing Member | Under 5% | 2020 |
| Andrew Douglas Palmer Control | Managing Partner | Under 5% | 2020 |
| Brian Hancock Waters Control | Chief Compliance Officer And General Counsel | Under 5% | 2024 |
See all 18 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Evoke Wealth, LLC manage?
Evoke Wealth, LLC reports $17.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Evoke Wealth, LLC manage?
Evoke Wealth, LLC manages 23 private funds with combined gross assets of $3 billion.
How many employees does Evoke Wealth, LLC have?
Evoke Wealth, LLC reports 96 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
| Address | 2121 Avenue of the Stars, Los Angeles, CA 90067 |
| Phone | 424-372-1776 |
| Office hours | 7:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$17.29B▼ 38%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
AUM vs fund managersTop 10%
Larger than 90% of 6,004 private-fund managers
Number of fundsTop 10%
More funds than 90% of fund managers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$17.29Bregulatory AUM
Discretionary $14.42BNon-discretionary $2.86B
Fund type mix
Other Private14
Real Estate7
Hedge2