RIA Intel›Advisers›California›GUIDELINE INVESTMENTS, LLC

GUIDELINE INVESTMENTS, LLC

Advisory

Y·BURLINGAME, CA

Data as of Feb 23, 2026 · Source: SEC Form ADV

Total AUM

$16.5B

1-Year AUM Growth

+40.9%

3-Year CAGR

+40.9%

Employees

2

Assets Under Management

Total AUM$16.5B

Discretionary AUM$11.9B

Non-Discretionary AUM$4.6B

Discretionary %72.1%

Total Clients—

Team

Total Employees2

Investment Advisers7

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record38

First FilingSep 28, 2015

Latest FilingFeb 23, 2026

🔒 Full AUM trend chart and 38 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GUIDELINE INVESTMENTS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.