Asset manager · New York, NY
Global Evolution USA, LLC
SEC-registered investment adviser · CRD 161677 · SEC 801-78371
At a glance
Global Evolution USA, LLC is an SEC-registered investment adviser based in New York, New York, with $1.2 billion in regulatory assets under management as of its Form ADV filed June 18, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 1,270th of 3,218 asset managers and 4,867th of 17,210 SEC-registered advisers by assets.
Main office 646-844-3883globalevolution.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among asset managers
- #1,270 of 3,218
- Rank among all SEC RIAs
- #4,867 of 17,210
- Rank in New York
- #1,079 of 2,591
- Clients
- 4
- Accounts
- 4
- Discretionary
- 100% of AUM
- Employees
- 24
- Advisory staff
- 24
- Offices
- 1
Owners and executives on its Form ADV
- Morten W. BuggeChief Executive Officer
- Torben SchyttChief Operating Officer
- Sine B. JosefsenChief Compliance Officer, Head of Legal and Compliance
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Conning Investment Products, Inc..
- Conning Investment Products, Inc. ↗CRD 120387
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 1 | $740M | 62% |
| Pooled investment vehicles | 2 | $301M | 25% |
| State or municipal government entities | 1 | $151M | 13% |
Private funds
Global Evolution USA, LLC reports 2 private funds with $301M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Global Evolution USA, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗globalevolution.com ↗
AtlasMembers
The full record on Global Evolution USA, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 977 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Global Evolution USA, LLC manage?
Global Evolution USA, LLC reports $1.2 billion in regulatory assets under management across 4 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 18, 2026.
What kind of firm is Global Evolution USA, LLC?
Global Evolution USA, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Global Evolution USA, LLC’s clients?
By assets, its largest client types are investment companies ($740 million, 1 clients); pooled investment vehicles ($301 million, 2 clients); state or municipal government entities ($151 million, 1 clients).
Does Global Evolution USA, LLC manage private funds?
Yes. It reports 2 private funds with $301 million in gross assets, including other private funds.
Does Global Evolution USA, LLC have any disciplinary history?
Global Evolution USA, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Global Evolution USA, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →