# Gamma Investing LLC

Gamma Investing LLC is a RIA based in Foster City, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Foster City, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** https://gammainvesting.com
- **LinkedIn:** https://www.linkedin.com/company/73023508

## Regulatory record

- **CRD number:** 312573
- **SEC file number:** 801-127959
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312573

## About

GAMMA Investing is an independent, woman-owned investment firm focused on Custom Index SMAs (direct indexing). It operates as a centralized marketplace connecting wealth advisors and institutional investors to personalized index investments. The firm offers tax-managed, customizable separately managed accounts across equities, fixed income and options.

## Sectors

- Equities, fixed income and options

## People

- Lorraine Wang — CFA® — CEO & President
- Zlatko Martinic — CFA® — Chief Investment Officer
- Jennifer W. Chen — Chief Financial Officer
- Ruxandra Risko — Managing Director — Chief Distribution & Marketing Officer
- Bill O’Brien — MBA, CIMA — Sr. Client Relationship Director
- Bill Wilson — Client Relationship Director
- Parry Wang — CFA — Senior Portfolio Manager
- Laura Thurow — CFA® — Board Member
- Karrie Southall — CIPM — Board Member
- Yu-Ming Wang — Board Member
- Jennifer W. Chen — Board Member

## Questions

### Who runs investment decisions at Gamma Investing LLC?

No named investment principals or decision-makers are publicly associated with the firm. The firm has not disclosed leadership in any regulatory filing, media report, or official communication.

### Does Gamma Investing LLC have any publicly known investments or portfolio companies?

No portfolio companies, direct investments, or fund commitments have been publicly attributed to Gamma Investing LLC. The firm has not appeared in any deal announcements or regulatory filings as an investor.

### What is the size of Gamma Investing LLC's assets under management?

Gamma Investing LLC does not publicly disclose its AUM. No credible estimate can be derived from public sources.

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Last updated: 2026-08-11T15:06:49.768Z

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