Team Hewins, LLC
● SEC registered since 2018CRD 291194SEC# 801-112939Foster City, CA
Reg. AUM
$3.97B
Employees
29
Accounts
2,260
Location
Foster City, CA
Team Hewins, LLC assets under management
Team Hewins, LLC operates as an SEC-registered investment adviser based in Foster City, CA. The firm has been registered since 2018. It reports $4 billion in regulatory assets under management and employs 29 people.
Team Hewins, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Matthew Bussel Control | Principal And Chief Investment Officer | 10-25% | 2018 |
| Ka-Tye Koo | Principal, Chief Operating Officer | 10-25% | 2023 |
| Karl Arthur Schwartz | Principal, Senior Financial Advisor | 10-25% | 2021 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Team Hewins, LLC manage?
Team Hewins, LLC reports $4 billion in regulatory assets under management on its Form ADV.
How many employees does Team Hewins, LLC have?
Team Hewins, LLC reports 29 employees.
Where is Team Hewins, LLC located?
Team Hewins, LLC is based in Foster City, CA and has been SEC-registered since 2018.
Does Team Hewins, LLC disclose fund performance?
Team Hewins, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 950 Tower Lane, Suite 1050, Foster City, CA 94404 |
| Phone | 650-620-3040 |
| Fax | 650-372-0813 |
| Office hours | Monday - Thursday 7:30 a.m. - 4:30 p.m., Friday 7:30 a.m. - 4 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1964760 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.97B▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$3.97Bregulatory AUM
Discretionary $1.99BNon-discretionary $1.98B