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Team Hewins, LLC
Team Hewins is an independent RIA and multi-family office founded by Jeff Hewins in 1997, managing $1.97B for high-net-worth families and institutions.
Team Hewins, LLC
Team Hewins was established in 1997 by Jeff Hewins in Coral Gables, Florida. The firm grew organically and through a series of strategic acquisitions, including the 2021 purchase of New England-based Loring Ward's wealth management practice. Hewins expanded his brother Michael and Brian Hewins into senior roles, creating a family-led leadership structure. The firm allocates client capital across a diversified array of asset classes: public equities, fixed income, private equity, private credit, real estate, and hedge funds. It does not operate a commingled fund vehicle, instead constructing individual client portfolios through separately managed accounts and direct investments. Team Hewins' private-equity exposure includes both fund-of-funds commitments and direct co-investments in select buyouts and growth-equity deals, though specific holdings are not disclosed. Geographically, the firm's client base is concentrated in Florida, the Northeast, and select international markets. As of 2025, Team Hewins reported roughly $1.97B in regulatory assets under management (per SEC Form ADV, 2025). The firm employs approximately 60 professionals across offices in Coral Gables, Boca Raton, and Boston. An adjacent entity, the Hewins Family Foundation, manages charitable giving separately from the investment practice, though the foundation's assets and strategy are not publicly detailed. In November 2023, Team Hewins acquired the Boston-based RIA Gray Wealth Management, adding $250M in AUM and expanding its Northeast presence (per InvestmentNews, November 2023). The firm's structural differentiator is its independent, multi-family-office architecture — it does not outsource investment management to a corporate parent. The Hewins family controls the firm outright, creating long-tailed continuity absent in many broker-dealer or bank-owned shops. Succession is internally planned through family-member transitions.
General information
Firm type
RIA
Year founded
1997
AUM
$1.97B (per the firm, SEC filing 2025)
Location
Region
North America
Country
United States
City
Coral Gables
Corporate office
Coral Gables, FL, United States
Additional offices
Boston, MA · Boca Raton, FL
Principals
Jeff Hewins
CEO & Founder
Michael Hewins
President
Brian Hewins
Executive Vice President
Sector focus
Frequently asked questions
Who runs investment decisions at Team Hewins?
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.
How does Team Hewins source proprietary deal flow?
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.
Is Team Hewins structured as a single family office or does it operate more like a wealth management firm?
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.
Does Team Hewins participate in fund commitments or only direct deals?
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.
What investment stages does Team Hewins typically target?
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.
Which sectors does Team Hewins explicitly avoid?
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.
Does Team Hewins maintain philanthropic structures, and how are they separated?
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.
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