Data / Investment advisers / California / Foster City
Investment advisers in Foster City, CA: 12 firms, $80.8 billion in AUM
12 investment advisers have their main office in Foster City, California: 9 SEC registered and 3 exempt reporting. The registered advisers report $80.8 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Ieq Capital, LLC with $56.8 billion.
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- 12Advisers
- 9SEC registered
- 3Exempt reporting
- $80.8 billionTotal AUM
- 9Advisers over $100 million
- 8Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Ieq Capital, LLC | Foster City | $56.77 billion | 2,309 | 266 | Not listed | (650) 581-9807 | ieqcapital.com | adviserinfo.sec.gov |
| Bailard, Inc. | Foster City | $7.56 billion | 2,825 | 83 | 1 | (650) 571-5800 | adviserinfo.sec.gov | |
| Bertram Capital Management LLC | Foster City | $4.43 billion | 9 | 46 | 9 | (650) 358-5000 | adviserinfo.sec.gov | |
| Team Hewins, LLC | Foster City | $3.97 billion | 2,260 | 29 | Not listed | (650) 620-3040 | adviserinfo.sec.gov | |
| Summitry, LLC | Foster City | $3.35 billion | 4,031 | 46 | Not listed | (650) 212-2240 | summitry.com | adviserinfo.sec.gov |
| Nipun Capital, L.P. | Foster City | $2.03 billion | 13 | 18 | 4 | (650) 265-4666 | nipuncapital.com | adviserinfo.sec.gov |
| American Infrastructure | Foster City | $1.70 billion | 8 | 19 | 4 | (650) 854-6000 | american-infrastructure.com | adviserinfo.sec.gov |
| Neumann Capital Management | Foster City | $630.3 million | 609 | 4 | Not listed | (650) 548-9200 | neumanncm.portal.tamaracinc.com | adviserinfo.sec.gov |
| Knuff & Company LLC | Foster City | $393.9 million | 28 | 4 | 1 | (650) 832-9010 | knuffco.com | adviserinfo.sec.gov |
| Scale Venture Partners | Foster City | Not listed | Not listed | Not listed | 7 | (650) 378-6000 | adviserinfo.sec.gov | |
| Geodesic Investments, L.L.C | Foster City | Not listed | Not listed | Not listed | 5 | (650) 781-0400 | geodesiccap.com | adviserinfo.sec.gov |
| Illumina Ventures | Foster City | Not listed | Not listed | Not listed | 3 | (650) 781-9770 | illuminaventures.com | adviserinfo.sec.gov |
Advisers in Foster City that manage private funds
8 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Bertram Capital Management LLC | Foster City | CA | 9 | Not listed | 9 | Not listed | Not listed | $4.43 billion | $4.43 billion | adviserinfo.sec.gov |
| Scale Venture Partners | Foster City | CA | 7 | Not listed | Not listed | 7 | Not listed | $2.91 billion | Not listed | adviserinfo.sec.gov |
| Geodesic Investments, L.L.C | Foster City | CA | 5 | Not listed | Not listed | 5 | Not listed | $1.71 billion | Not listed | adviserinfo.sec.gov |
| Nipun Capital, L.P. | Foster City | CA | 4 | 4 | Not listed | Not listed | Not listed | $1.33 billion | $2.03 billion | adviserinfo.sec.gov |
| American Infrastructure | Foster City | CA | 4 | Not listed | 4 | Not listed | Not listed | $1.25 billion | $1.70 billion | adviserinfo.sec.gov |
| Illumina Ventures | Foster City | CA | 3 | Not listed | Not listed | 3 | Not listed | $642.6 million | Not listed | adviserinfo.sec.gov |
| Bailard, Inc. | Foster City | CA | 1 | 1 | Not listed | Not listed | Not listed | $14.5 million | $7.56 billion | adviserinfo.sec.gov |
| Knuff & Company LLC | Foster City | CA | 1 | 1 | Not listed | Not listed | Not listed | $8.8 million | $393.9 million | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.