GAMMA Investing LLC

GAMMA Investing LLC is an independent, employee-owned investment firm based in the San Francisco Bay Area, specializing in providing tax-smart, custom indexing solutions through separately managed accounts (SMAs). The firm focuses on delivering personalized portfolio management services to high-net-worth individuals and institutional clients, emphasizing tax efficiency and tailored investment strategies. As of 2025, GAMMA Investing manages over $1 billion in client assets, reflecting its growth and commitment to client-centric investment solutions.

The firm's investment approach encompasses a diverse range of asset classes, including fixed income, equities, commodities, hedge funds, private equity, real estate, and venture capital. GAMMA Investing employs a flexible strategy, engaging in various investment stages such as early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. This versatility allows the firm to adapt to different market conditions and client needs, providing comprehensive investment solutions.

GAMMA Investing's portfolio spans multiple industries, including technology, healthcare, financial services, consumer goods, energy, industrials, media, telecommunications, retail, real estate, transportation, utilities, materials, consumer services, and business services. This broad industry exposure enables the firm to identify and capitalize on diverse investment opportunities, aiming to achieve sustainable growth and positive impact for its clients.