Data / Investment advisers / California / Gusto Investment Services, LLC
Gusto Investment Services, LLC, San Francisco, CA: $12.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Gusto Investment Services, LLC is an SEC registered investment adviser with its main office in San Francisco, California and reports $12.7 billion in regulatory assets under management in its Form ADV filed August 18, 2026. Its clients include pension and profit sharing plans. It is paid through a percentage of assets under management.
The request: Watch Gusto Investment Services, LLC (CRD number 281515): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 281515
- SEC file number
- 801-106732
- SEC status
- Approved, effective October 8, 2015
- Main office
- 525 20th Street, San Francisco, CA 94107
- Phone
- (888) 228-3491
- Website
- retirement.gusto.com
- Regulatory AUM
- $12,698,442,351 in the Form ADV filed August 18, 2026
- Discretionary AUM
- $9,108,834,416
- Non discretionary AUM
- $3,589,607,935
- Accounts
- 527,852
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 50,388 | $12.30 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| September 1, 2026 | $12.70 billion | August 18, 2026 |
| June 1, 2026 | $12.01 billion | May 29, 2026 |
| December 1, 2025 | $16.49 billion | October 3, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Divco West Real Estate Services, LLC | San Francisco | $16.30 billion | 31 | adviserinfo.sec.gov |
| Farther | San Francisco | $16.01 billion | Not listed | adviserinfo.sec.gov |
| Meritage Group LP | San Francisco | $14.09 billion | 9 | adviserinfo.sec.gov |
| Parthenon Capital Partners | San Francisco | $13.35 billion | 14 | adviserinfo.sec.gov |
| Asia Alternatives Management LLC | San Francisco | $13.24 billion | 131 | adviserinfo.sec.gov |
| Paradigm Operations LP | San Francisco | $11.87 billion | 8 | adviserinfo.sec.gov |
| FTV Capital | San Francisco | $11.86 billion | 18 | adviserinfo.sec.gov |
| 137 Ventures Management, LLC | San Francisco | $11.81 billion | 42 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pension and profit sharing plans
- Gusto Investment Services, LLC on the SEC's adviser search
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.