Domestic entity
EntityEVOKE INTERMEDIATE, LLCStatusMEMBERReported since11/2025Ownership75% or moreControl personYes
Evoke Advisors
LOS ANGELES, CA
Form ADV and provider website profile · CRD 300856 · regulatory data as of Jul 10, 2026
This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for Evoke Advisors. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$17.3BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
12,528Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$14.4BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$2.9BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 05/2019
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 05/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2020
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 05/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 05/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 02/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2025
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| David Chih Hou | Managing Member | 05/2019 | Individual | Yes | Less than 5% |
| Mark Elliott Sear | Managing Member | 05/2020 | Individual | Yes | Less than 5% |
| Jane Frances Eagle | President And Chief Financial Officer | 09/2020 | Individual | No | Less than 5% |
| Alex Nmn Shahidi | Managing Member | 05/2020 | Individual | Yes | Less than 5% |
| Damien Adam Bisserier | Managing Partner | 05/2020 | Individual | Yes | Less than 5% |
| Eric Scott Bright | Managing Partner | 09/2020 | Individual | Yes | Less than 5% |
| Darell Leonard Krasnoff | Managing Partner | 09/2020 | Individual | Yes | Less than 5% |
| Andrew Douglas Palmer | Managing Partner | 09/2020 | Individual | Yes | Less than 5% |
| Brian Hancock Waters | Chief Compliance Officer And General Counsel | 02/2024 | Individual | Yes | Less than 5% |
| Llc Evoke Intermediate | Managing Member | 10/2025 | Domestic entity | Yes | 75% or more |
Indirect Ownership
Source: Form ADVDomestic entity
EntityMAI CAPITAL MANAGEMENT, LLCStatusMEMBERReported since09/2021Ownership75% or moreControl personYes
Domestic entity
EntityMAI CAPITAL MANAGEMENT INTERMEDIATE LLCStatusMEMBERReported since09/2024Ownership75% or moreControl personYes
Domestic entity
EntityMAI FINANCE HOLDINGS LLCStatusMEMBERReported since09/2024Ownership75% or moreControl personYes
Domestic entity
EntityMAI INTERMEDIATE FINANCE HOLDINGS LLCStatusMEMBERReported since09/2024OwnershipOther (general partner, trustee, or elected manager)Control personYes
Domestic entity
EntityMAI CAPITAL MANAGEMENT HOLDINGS LLCStatusSHAREHOLDERReported since06/2026Ownership75% or moreControl personYes
Domestic entity
EntityRUNWAY ACQUISITION INCStatusSHAREHOLDERReported since06/2026Ownership75% or moreControl personYes
Domestic entity
EntityRUNWAY ACQUISITION INTERMEDIATE INCStatusMEMBERReported since06/2026Ownership75% or moreControl personYes
Domestic entity
EntityRUNWAY ACQUISITION HOLDINGS LLCStatusMEMBERReported since06/2026Ownership75% or moreControl personYes
Domestic entity
EntityRUNWAY HOLDINGS TOPCO LPStatusMEMBERReported since06/2026Ownership25% but less than 50%Control personYes
Domestic entity
EntityRUNWAY HOLDINGS TOPCO LPStatusMEMBERReported since06/2026Ownership50% but less than 75%Control personYes
Domestic entity
EntityCARLYLE PARTNERS VIII HOLDINGS VI, LPStatusMEMBERReported since06/2026Ownership25% but less than 50%Control personYes
Domestic entity
EntityCARLYLE PARTNERS VIII HOLDINGS VI, LPStatusMEMBERReported since06/2026Ownership25% but less than 50%Control personYes
Owners & Executives
Source: Form ADVDC
David Chih Hou
Managing Member
ME
Mark Elliott Sear
Managing Member
JF
Jane Frances Eagle
President And Chief Financial Officer
AN
Alex Nmn Shahidi
Managing Member
DA
Damien Adam Bisserier
Managing Partner
ES
Eric Scott Bright
Managing Partner
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives10
Indirect ownership records13
Regulatory statusSEC registered investment adviser
SEC registration dateMay 13, 2019
CRD number300856