Gusto Investment Services, LLC
● SEC registered since 2015CRD 281515SEC# 801-106732San Francisco, CA
Reg. AUM
$12.01B
Employees
3
Accounts
500,455
Location
San Francisco, CA
Gusto Investment Services, LLC assets under management
Gusto Investment Services, LLC is a registered investment adviser overseen by the SEC based in San Francisco, CA. The firm has been registered since 2015. It reports $12 billion in regulatory assets under management and employs 3 people.
Gusto Investment Services, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Anne Mastrobattisto Control | Manager / Chief Compliance Officer | Under 5% | 2024 |
| Gusto Retirement Holdings, LLC Control | Sole Owner | Over 75% | 2026 |
| Qian Liu Control | Manager | Under 5% | 2024 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Gusto Investment Services, LLC manage?
Gusto Investment Services, LLC reports $12 billion in regulatory assets under management on its Form ADV.
How many employees does Gusto Investment Services, LLC have?
Gusto Investment Services, LLC reports 3 employees.
Where is Gusto Investment Services, LLC located?
Gusto Investment Services, LLC is based in San Francisco, CA and has been SEC-registered since 2015.
Does Gusto Investment Services, LLC disclose fund performance?
Gusto Investment Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 525 20th Street, San Francisco, CA 94107 |
| Phone | (888) 228-3491 |
| Fax | N/A |
| Office hours | Office Visits By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$12.01B▼ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$12.01Bregulatory AUM
Discretionary $8.63BNon-discretionary $3.38B