Gurufocus Investments LLC

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Assets, Funds, Holdings

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Gurufocus Investments LLC
CRD #316414
SEC #801-122727
CIK #
AUM $35.5 M (2025-02-17)
Employees 1 (100% Investors, 0% Brokers)
Phone972-379-7896
Address1309 W 15st
Plano, TX 75072
Source [IAPD] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($M)
40322416802011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 35.5
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 35.5
By Discretionary
Discretionary 1 35.5
Non-Discretionary 0 0.0
Total 1 35.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 35.5
Total 1 35.5
Comparable Firms State AUM ($B)
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0.0
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Neiman Funds Management LLC
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Kelly Strategic Management LLC
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Model Six Operations Inc
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SPP Credit Advisors LLC
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5C Lending Partners Advisor LLC
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