Global Evolution Usa, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 4
- Avg AUM / client
- $298M
- Accounts
- 4
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $740M | 62.1% |
| Pooled investment vehicles (non-investment companies) | 2 | $301M | 25.3% |
| State or municipal government entities | 1 | $151M | 12.7% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $224M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Global Evolution Funds Usa, Llc, Global Evolution Em Debt Fund | Other Private Fund | Delaware | $142M | 1 |
| Global Evolution Funds Usa, Llc, Global Evolution Em Local Currency Debt Fund | Other Private Fund | Delaware | $82.1M | 1 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bugge, Morten, Wichmann | Chief Executive Officer | Feb 2012 (15y) | Less than 5% | |
| Schytt, Torben | Chief Operating Officer | Feb 2018 (9y) | Less than 5% | |
| Josefsen, Sine, Bak | Chief Compliance Officer, Head Of Legal And Compliance | Mar 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Global Evolution Fondsmaeglerselskab A/S | Parent Company | Aug 2012 | A | 75% or more |
| Global Evolution Financial Aps | Shareholder | Apr 2024 | A | 75% or more |
| Global Evolution Holding Aps | Shareholder | Jul 2013 | B | ≈ 56.25% – 100% via Global Evolution Financial Aps |
| Conning Holdings Limited | Shareholder | Jun 2018 | B | ≈ 42.19% – 100% via Global Evolution Holding Aps |
| Global Evolution Financial Aps | Shareholder | Oct 2019 | B | ≈ 56.25% – 100% via Global Evolution Fondsmaeglerselskab A/S |
| Generali Investments Holdings S.P.A. | Shareholder | Apr 2024 | B | ≈ 31.64% – 100% via Conning Holdings Limited |
| Assicurazioni Generali S.P.A. | Shareholder | Apr 2024 | B | ≈ 23.73% – 100% via Generali Investments Holdings S.P.A. |
Estimated effective ownership (look-through of filed bands):
- Global Evolution Holding Aps: 75% – 100% of Global Evolution Financial Aps × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Conning Holdings Limited: 75% – 100% of Global Evolution Holding Aps × 75% – 100% of Global Evolution Financial Aps × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Global Evolution Financial Aps: 75% – 100% of Global Evolution Fondsmaeglerselskab A/S × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Generali Investments Holdings S.P.A.: 75% – 100% of Conning Holdings Limited × 75% – 100% of Global Evolution Holding Aps × 75% – 100% of Global Evolution Financial Aps × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Assicurazioni Generali S.P.A.: 75% – 100% of Generali Investments Holdings S.P.A. × 75% – 100% of Conning Holdings Limited × 75% – 100% of Global Evolution Holding Aps × 75% – 100% of Global Evolution Financial Aps × 75% – 100% direct ≈ 23.73% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $224M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Global Evolution Funds Usa, Llc, Global Evolution Em Debt Fund | Other Private Fund | $142M | $1.0M | 1 |
| Global Evolution Funds Usa, Llc, Global Evolution Em Local Currency Debt Fund | Other Private Fund | $82.1M | $1.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/18/2026 | 1.68 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $122M (10% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗