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SVB ASSET MANAGEMENT
CRD 124567 · SEC 801-61674
222 2ND STREET, SAN FRANCISCO, CA, 94105, United States
Phone
866-719-9117
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$32.32B
Discretionary AUM
$32.32B
Team
24 total employees; 24 advisory reps
Clients
—
Fees
Percentage of AUM; MONEY MARKET FUND REVENUE SHARING FEES
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Other investment advisers | 1 | $1.5M |
| Insurance companies | 3 | $39.4M |
| Corporations/business entities | 454 | $32.28B |
States served
AZ, CA, CO, GA, IL, MD, MA, MN, NJ, NY, NC, OH, OR, PA, UT, VA, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD