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| Keyboard |
| Team Hewins LLC
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|---|---|
| CRD # | 291194 |
| SEC # | 801-112939 |
| CIK # | 0001964760 |
| AUM | 3,966.1 M (2026-04-29) |
| Employees | 29 (72% Investors, 0% Brokers) |
| Phone | 650-620-3040 |
| Address | 950 Tower Lane Foster City, CA 94404 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 247 | 0.1 |
| (b) Individuals (high net worth individuals) | 304 | 2.3 |
| (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 | 9 | 0.1 |
| (h) Charitable organizations | 8 | 0.1 |
| (i) State or municipal government entities | 2 | 0.6 |
| (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 | 6 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,260 | 4.0 |
| By Discretionary | ||
| Discretionary | 2,225 | 2.0 |
| Non-Discretionary | 35 | 2.0 |
| Total | 2,260 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 2,260 | 4.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964760] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| LEI | 254900T9CS2IAMG0Q752 |
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