Data / Investment advisers / California / Team Hewins, LLC
Team Hewins, LLC, Foster City, CA: $4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Team Hewins, LLC is an SEC registered investment adviser with its main office in Foster City, California and reports $4 billion in regulatory assets under management in its Form ADV filed July 22, 2026. Its clients include high net worth individuals, corporations and other businesses and state and municipal governments. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Team Hewins, LLC (CRD number 291194): 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
- 291194
- SEC file number
- 801-112939
- SEC status
- Approved, effective April 20, 2018
- Main office
- 950 Tower Lane Suite 1050, Foster City, CA 94404
- Phone
- (650) 620-3040
- Regulatory AUM
- $3,966,070,638 in the Form ADV filed July 22, 2026
- Discretionary AUM
- $1,989,508,914
- Non discretionary AUM
- $1,976,561,724
- Accounts
- 2,260
- Employees
- 29, of which 21 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 22, 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 |
|---|---|---|
| High net worth individuals | 304 | $2.31 billion |
| Corporations or other businesses | 6 | $760.1 million |
| State or municipal government entities | 2 | $567.6 million |
| Charitable organizations | 8 | $141 million |
| Individuals (other than high net worth individuals) | 247 | $130.3 million |
| Pension and profit sharing plans | 9 | $57.7 million |
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 |
|---|---|---|
| March 2, 2026 | $3.97 billion | February 24, 2026 |
| December 1, 2025 | $3.43 billion | February 27, 2025 |
Other advisers in Foster City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ieq Capital, LLC | Foster City | $56.77 billion | Not listed | adviserinfo.sec.gov |
| Bailard, Inc. | Foster City | $7.56 billion | 1 | adviserinfo.sec.gov |
| Bertram Capital Management LLC | Foster City | $4.43 billion | 9 | adviserinfo.sec.gov |
| Summitry, LLC | Foster City | $3.35 billion | Not listed | adviserinfo.sec.gov |
| Nipun Capital, L.P. | Foster City | $2.03 billion | 4 | adviserinfo.sec.gov |
| American Infrastructure | Foster City | $1.70 billion | 4 | adviserinfo.sec.gov |
| Neumann Capital Management | Foster City | $630.3 million | Not listed | adviserinfo.sec.gov |
| Knuff & Company LLC | Foster City | $393.9 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Foster City, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Team Hewins, 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.