Gamma Investing LLC
● SEC registered since 2023CRD 312573SEC# 801-127959
Reg. AUM
$2.28B
Employees
7
Accounts
1,975
Location
—
About Gamma Investing
Gamma Investing specializes in custom index separately managed accounts for advisors and their clients. It offers indexing solutions designed for personalized equity exposure.
Summary based on the firm’s website.
Gamma Investing LLC assets under management
Gamma Investing LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2023. It reports $2.3 billion in regulatory assets under management and employs 7 people.
Gamma Investing LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Baird Financial Corporation Control | Direct Owner | 10-25% | 2022 |
| Lorraine Y Fang Control | Ceo & President/Cco | 50-75% | 2021 |
| Riverfront Investment Holding Group, LLC Control | Direct Owner | 10-25% | 2022 |
| Ruxandra Risko Control | Chief Distribution & Marketing Director | Under 5% | 2025 |
| Zlatko Martinic Control | Cio | Under 5% | 2021 |
| Baird Financial Corporation Control | Owner | 25-50% | 2008 |
| Baird Financial Group, Inc. Control | Owner | Over 75% | 2004 |
Frequently asked questions
How much does Gamma Investing LLC manage?
Gamma Investing LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Gamma Investing LLC have?
Gamma Investing LLC reports 7 employees.
Does Gamma Investing LLC disclose fund performance?
Gamma Investing LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 888-585-1755 |
| Fax | 202-846-9620 |
| Office hours | 8:00 a.m. - 6:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2010235 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.28B▲ 127%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers
Assets under management
$2.28Bregulatory AUM
Discretionary $2.28B