Team Hewins, LLC

Jeff Hewins serves as CEO and founder, with Michael Hewins as President and Brian Hewins as Executive Vice President. The firm's investment committee — whose membership is not publicly disclosed — sets asset-allocation policy, and individual portfolio managers execute client-specific strategies. Day-to-day management of private equity and real estate investments is handled by specialized internal teams.

Team Hewins sources private-equity and real estate deals through its network of GP relationships, direct outreach, and co-investment opportunities offered by fund managers. Specific proprietary deal sourcing is not publicly described, but the firm's $1.97B AUM provides enough heft to access mid-market PE funds that require a minimum commitment. The firm does not operate a formal deal-sourcing platform.

Team Hewins is legally an independent RIA serving multiple families and institutions — not a single family office. It functions as a multi-family office, offering tax planning, estate structuring, trust services, and family governance alongside investment management. The Hewins family itself is among the clients, but the firm's fiduciary duty is to external families.

The firm invests in both fund commitments and direct deals. Its private-equity allocation includes fund-of-funds positions and co-investments alongside GPs. Direct investments are concentrated in real estate and growth-equity transactions, though the firm does not publicly list specific holdings.

Team Hewins targets later-stage private equity — buyouts, growth equity, and real estate — with a bias toward cash-flow-generating assets. It does not typically invest in seed-stage or early venture capital. Public-equity portfolios are managed across large-cap and mid-cap value and growth styles.

The firm does not publicly state any explicit avoidance sectors. However, based on its portfolio allocations, it has no disclosed exposure to cryptocurrency, cannabis, or early-stage biotech. Sector preferences are determined on a client-by-client basis within the firm's asset-allocation framework.

Yes, the Hewins Family Foundation is a separate entity that manages charitable giving for the founding family. The foundation is not part of the RIA's AUM and does not influence investment decisions for external clients. Individual clients may establish donor-advised funds through the firm, but these are held at third-party custodians.