Gusto Investment Services, LLC

Overview

Gusto Investment Services, LLC is an SEC‑registered limited liability company that operates as an institutional registered investment adviser. The firm’s SEC registration dates to 2015. Its filings identify a client base focused on institutional relationships, while advisory services listed include portfolio management for individuals and small businesses and pension consulting services. Fee arrangements are predominantly percentage‑of‑AUM. The firm is not listed as an active ESG investor and is not flagged as a multi‑state adviser. Gusto maintains an affiliation with a broker‑dealer, and its regulatory materials indicate it is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives