# TEAM HEWINS, LLC

TEAM HEWINS, LLC of FOSTER CITY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 291194
- Type: SEC-registered investment adviser
- SEC file number: 801-112939
- Location: 950 TOWER LANE, SUITE 1050, FOSTER CITY, CA, 94404
- Phone: 650-620-3040
- Latest filing: 2026-07-22
- Regulatory AUM: $4.0B
- Discretionary AUM: $2.0B
- Non-discretionary AUM: $2.0B
- Clients: 29
- Accounts: 2,260

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Michelle Anne Mccarthy | CHIEF COMPLIANCE OFFICER | — |
| Roger Colburn Hewins | PRINCIPAL, FOUNDING MEMBER | — |
| John Matthew Bussel | PRINCIPAL AND CHIEF INVESTMENT OFFICER | — |
| Mikhael Balachov | PRINCIPAL, CHIEF EXECUTIVE OFFICER | — |
| Patrice Margaret Cresci Hornung | PRINCIPAL, SENIOR FINANCIAL ADVISOR; PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR | — |
| Karl Arthur Schwartz | PRINCIPAL, SENIOR FINANCIAL ADVISOR; PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR | — |
| Ka-Tye Koo | PRINCIPAL, CHIEF OPERATING OFFICER | — |
| Thuong Thanh Thien | PRINCIPAL, SENIOR FINANCIAL ADVISOR | — |
| HEWINS ROGER COLBURN | PRESIDENT/CEO; PRINCIPAL AND PRESIDENT; PRINCIPAL, FOUNDING MEMBER | — |
| BUSSEL JOHN MATTHEW | CHIEF INVESTMENT OFFICER; PRINCIPAL AND CHIEF INVESTMENT OFFICER | — |
| POST MARTHA ROBERTS | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER; PRINCIPAL AND CHIEF OPERATING OFFICER (+1 more) | — |
| ELDRIDGE MICHELLE LYN | CHIEF COMPLIANCE OFFICER; PRINCIPAL AND GENERAL COUNSEL | — |
| Balachov Mikhael | PRINCIPAL, CHIEF EXECUTIVE OFFICER; PRINCIPAL, CHIEF EXPERIENCE OFFICER; PRINCIPAL, DIRECTOR OF BUSINESS OPERATIONS | — |
| HORNUNG PATRICE MARGARET CRESCI | PRINCIPAL AND DIRECTOR OF ADVISORY SERVICES; PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR | — |
| SCHWARTZ KARL ARTHUR | PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR | — |
| KOO KA-TYE | PRINCIPAL, CHIEF OPERATING OFFICER; PRINCIPAL, DIRECTOR OF OPERATIONS AND ADVISOR DEVELOPMENT | — |
| THIEN THUONG THANH | PRINCIPAL, SENIOR FINANCIAL ADVISOR | — |
| MCCARTHY MICHELLE ANNE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291194/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291194/similar
- Related entities: https://search.stillhousedata.com/firm/291194/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291194

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.