# Team Hewins, LLC

Team Hewins, LLC is a RIA based in Foster City, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Foster City, United States
- **Region:** North America
- **Address:** Coral Gables, FL, United States
- **Founded:** 1997
- **Assets under management:** $1.97B (per the firm, SEC filing 2025)
- **Website:** teamhewins.com
- **LinkedIn:** https://www.linkedin.com/company/team-hewins

## Regulatory record

- **CRD number:** 291194
- **SEC file number:** 801-112939
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291194

## About

TEAM HEWINS, LLC is an SEC-registered investment adviser in FOSTER CITY, CA, registered since 2018. The firm manages $4.0 billion in assets, $2.0 billion on a discretionary basis. It has 29 employees and 21 investment advisers.

## Sectors

- Wealth Management
- Financial Planning
- Family Office Services

## Offices

- Boston, MA
- Boca Raton, FL

## People

- Jeff Hewins — CEO & Founder
- Michael Hewins — President
- Brian Hewins — Executive Vice President

## 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.

### 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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