AV
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
9 advisors
Number of Clients
523 clients
Average Client Portfolio
$63.0M average
Assets Under Management
$33.0B
Fee Structure
Minimum Investment:$10M
Financial Planning:Investment management only
SVB Asset Management charges a management fee based on the value of assets under management, not exceeding 0.25% annually. Fees are calculated monthly on the average balance, excluding cash and money market mutual funds. Minimum monthly fees may apply. Fees are negotiable and may vary based on factors like market conditions and client relationships. SVB Asset Management receives compensation from third-party fund distributors for client investments in money market funds.
Areas of Practice
Investment Management
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Advisor Information
Office location
53 State Street, 28th Floor, Boston, MA, 02109
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Svb Asset Management
March 2019 - Present · 6 yrs 10 mos
Previous Registrations
Tetrad Capital LLC
January 2015 - November 2017 · 2 yrs 10 mos
Fisher Investments
June 2013 - October 2014 · 1 yr 4 mos
Defined Retirement Solutions, LLC
June 2012 - July 2013 · 1 yr 1 mo
Capital Advisors Group, INC
October 2007 - October 2011 · 4 yrs
State Registrations2 states
CAMA
Advisor
Exams
No exam information available for this advisor.