Gurufocus Investments, LLC

Overview

Gurufocus Investments, LLC is a SEC-registered institutional registered investment adviser formed as an LLC in 2021. The firm serves an institutional client base and provides portfolio management services for investment companies. Ownership is listed as a mix of a domestic entity and an individual. Its stated fee arrangements include a percentage-of-AUM component along with other fee types. The firm does not present itself as an active ESG investor, is not a pension consultant, and is not identified as a multi-state or related adviser. It also reports that it does not act as a capital allocator to third‑party managers.

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Location & Offices