This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$35.8MItem 5.F on the latest filing (2026-03-03); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$35.8M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$35.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1

SEC number

801-122727

CRD

316414

Filings on the tape

11

First filed

Oct 20, 2021

Latest filed

Mar 3, 2026

Organised

Limited Liability Company, DE

Website

gurufocusinvestments.com

• Occurred

  Jan 19, 2024
  Control person joined

  Ellen Libby Liebig (Chief Compliance Officer) appeared on Schedule A of Gurufocus Investments, Llc

  Form ADVobserved 5 days ago
• Occurred

  Oct 20, 2021
  First Form ADV filing

  Gurufocus Investments, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:aa313d28-59cf-a391-ae26-d5c08a84a494

First observed

Oct 20, 2021

Last observed

Mar 3, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.