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GURUFOCUS INVESTMENTS

Business and Investment Profile

The GURUFOCUS INVESTMENTS is a privately held investment adviser that advises $35.76mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. GURUFOCUS INVESTMENTS is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 68.16% over the last 4-years.

Regulatory Profile

The Group has been registered with the SEC for 4.65 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1309 W. 15ST #370, PLANO, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 1 employees comprised of 1 investment and 0 non-investment staff. The total number of Employees decreased by 92.86% over the last 4-years.

Asset Profile

Their $35.76mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients total $35.76mn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Investment Companies (IC).

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

GURUFOCUS INVESTMENTS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: GURUFOCUS INVESTMENTS

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Keywords: Gurufocus Investments, Gurufocus
Generated 2026-09-12T06:54:15.5240831.  © 2026 Convergence.