Foss Investment Advisors, LLC
CRD 339195SEC# 801-137782San Francisco, CA
No longer SEC-registered. Foss Investment Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #1,798 of 5,980 private fund managers by regulatory AUM.
Reg. AUM
$2.88B
Fund GAV
$2.88B
Private funds
53
Employees
55
Accounts
53
Location
San Francisco, CA
Foss Investment Advisors, LLC assets under management
Foss Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in San Francisco, CA. It reports $2.9 billion in regulatory assets under management and employs 55 people. Foss Investment Advisors, LLC manages 53 private funds with combined gross assets of $2.9 billion, including Foss Brickyard Fund LLC. By regulatory assets, it ranks 1,798 of 5,980 private fund managers.
Foss Investment Advisors, LLC private funds
53 funds · $2.88B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Foss Brickyard Fund LLC | Private Equity | $430.5M | — |
| Foss Fortress Fund LLC | Private Equity | $274.6M | — |
| Foss Premier Rr Fund 2023 LLC | Private Equity | $223.4M | — |
| Foss Ny Historic Fund V LLC | Private Equity | $158.3M | — |
| Foss Admiral Fund LLC | Private Equity | $145M | — |
| Foss Nc Mill Credit 2011 Fund I LLC | Private Equity | $141.2M | — |
| Foss Optima Fund LLC | Private Equity | $126.4M | — |
| Foss Genesis Fund I LLC | Private Equity | $112.7M | — |
| Foss Genesis Fund III, LLC | Private Equity | $108.4M | — |
| Foss Federal Htc Fund LLC | Private Equity | $106.3M | — |
See all 53 funds — unlock the full record.
Join to unlock · $37/moFoss Investment Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryen David Alperin Control | Chief Commercial Officer | Under 5% | 2026 |
| Foss and Company, Inc. Control | Sole Member | Over 75% | 2025 |
| George Meyer Barry Control | Chief Manager And Chief Compliance Officer | Under 5% | 2025 |
| John Anthony Mans Control | Treasurer And Chief Financial Officer | Under 5% | 2026 |
| Sarah Marlene Lieber Control | Secretary & General Counsel | Under 5% | 2026 |
| Eric Britton Brubaker Control | Shareholder | 25-50% | 2012 |
| George Meyer Barry Control | Shareholder | 50-75% | 2010 |
Frequently asked questions
How much does Foss Investment Advisors, LLC manage?
Foss Investment Advisors, LLC reports $2.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Foss Investment Advisors, LLC manage?
Foss Investment Advisors, LLC manages 53 private funds with combined gross assets of $2.9 billion.
How many employees does Foss Investment Advisors, LLC have?
Foss Investment Advisors, LLC reports 55 employees.
Where is Foss Investment Advisors, LLC located?
Foss Investment Advisors, LLC is based in San Francisco, CA.
Does Foss Investment Advisors, LLC disclose fund performance?
Foss Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 Osgood Place, Suite 110, San Francisco, CA 94133 |
| Office hours | 8a.m.-5p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,389 advisers
AUM vs fund managersTop 30%
Larger than 70% of 5,980 private-fund managers
Number of fundsTop 3%
More funds than 97% of fund managers
EmployeesTop 11%
More than 89% of 16,799 advisers
Assets under management
$2.88Bregulatory AUM
Discretionary $2.88B
Service providers
Custodian