NF
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
222 2nd Street, San Francisco, CA, 94105
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
April 2011 - Present · 14 yrs 9 mos
Previous Registrations
Svb Securities, a Non-Bank Affiliate of Silicon Valley BankBroker
May 2011 - June 2019 · 8 yrs 1 mo
Fisher Investments
November 2008 - March 2011 · 2 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.