| 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, Regional Director | 10-25% | 2021 |
Team Hewins, LLC reports $3.4 billion in regulatory assets under management on its Form ADV.
Team Hewins, LLC reports 26 employees.
Team Hewins, LLC is based in Redwood City, CA and has been SEC-registered since 2018.
Team Hewins, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 203 Redwood Shores Parkway, Suite 550, Redwood City, CA 94065 |
| 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 |
| Discretionary | $1.67B |
| Non-discretionary | $1.76B |
| Total (RAUM) | $3.43B |