Gamma Investing LLC

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Assets, Funds, Holdings

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Gamma Investing LLC
CRD #312573
SEC #801-127959
CIK #0002010235
AUM $705.4 MM (2024-06-20)
Employees 5 (100% Investors, 0% Brokers)
Phone888-585-1755
Address1172 Dover Ln
Foster City, CA 94404
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
80064048032016002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 37.9
NVDA 399,550.0 35.3
AAPL 2,382,844.0 31.3
AMZN 1,092,997.8 19.3
JPM 340,169.2 14.5
META 434,852.0 12.3
GOOGL 1,475,138.5 11.9
AVGO 201,282.9 11.1
LLY 301,789.7 10.6
GOOG 1,482,566.4 9.9
View All
Holdings by Sector ($MM)
110088066044022002023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 3 11.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 3 693.5
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 732 705.4
By Discretionary
Discretionary 732 705.4
Non-Discretionary 0 0.0
Total 732 705.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 705.4
Total 732 705.4
EDGAR Form CIK 2011 - 2024
13F-HR [0002010235]
Comparable Firms State AUM ($BB)
Porter White Investment Advisors Inc
AL 0.7
Atyant Capital Management Limited
0.7
Lantz Financial LLC
IL 0.7
AMI Investment Management Inc
IN 0.7
Statheros Financial Solutions Inc
CA 0.7
Gilman Hill Asset Management LLC
CT 0.7
Leisure Capital Management Inc
CA 0.7
Eudaimonia Partners LLC
TN 0.7
Oarsman Capital Inc
WI 0.7
Pioneer Family Office LLC
FL 0.7
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