THE FOUNDATION INVESTMENT GROUP

THE FOUNDATION INVESTMENT GROUP is an SEC-registered investment adviser in Lafayette, CA, registered since 2022. The firm manages $286 million in assets, $279...

THE FOUNDATION INVESTMENT GROUP

THE FOUNDATION INVESTMENT GROUP is an SEC-registered investment adviser in Lafayette, CA, registered since 2022. The firm manages $286 million in assets, $279 million on a discretionary basis. It has 6 employees and 4 investment advisers.

General information

Firm type

Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What is THE FOUNDATION INVESTMENT GROUP?

THE FOUNDATION INVESTMENT GROUP is a family office tracked on Altss.

What is THE FOUNDATION INVESTMENT GROUP's assets under management?

THE FOUNDATION INVESTMENT GROUP reports approximately Undisclosed in assets under management, as tracked by Altss.

What does Altss track for THE FOUNDATION INVESTMENT GROUP?

Altss maintains an OSINT-verified profile of THE FOUNDATION INVESTMENT GROUP covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is THE FOUNDATION INVESTMENT GROUP?

THE FOUNDATION INVESTMENT GROUP is classified by Altss as a Family Office.

How does Altss source intelligence on THE FOUNDATION INVESTMENT GROUP?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was THE FOUNDATION INVESTMENT GROUP's Altss profile last updated?

THE FOUNDATION INVESTMENT GROUP's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.