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GAMMA INVESTING LLC
CRD 312573File 801-127959
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.28B
Top 25% of cohort (national)
Discretionary AUM
$2.28B
Clients
1,975
1,975 accounts
Employees
7
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 11, 2023
- Principal office
- Not reported
- Phone
- 888-585-1755
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.28B
- Discretionary AUM
- $2.28B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,975
- Non-discretionary accounts
- 0
- Total accounts
- 1,975
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 1,974 | $2.28B |
| High net worth individuals | Fewer than 5 | $137K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.