Managing Director & Partner · Evolution Credit Partners Management, LLC
Joe N. Lu
CRD 5899650 · Named on Form ADV at one SEC-registered adviser
At a glance
Evolution Credit Partners Management, LLC, an SEC-registered private fund adviser based in Boston, MA with $4.1 billion in regulatory assets, lists Joe N. Lu on its Form ADV as Managing Director & Partner, a control person.
Firms and roles
- Evolution Credit Partners Management, LLCManaging Director & PartnerPrivate fund adviser · Boston, MA · $4.1B in regulatory assets
AtlasMembers
Joe’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Michael P. GuarnieriManaging Member, Evolution Credit Partners Management, LLC
- Lisa B. SchwarzbergCOO, Managing Director and Partner, Evolution Credit Partners Management, LLC
- Rene J. CanezinManaging Member, Evolution Credit Partners Management, LLC
- John J. McGrathChief Compliance Officer, Evolution Credit Partners Management, LLC
- John J. Russell IVChief Financial Officer, Evolution Credit Partners Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joe’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.