Svb Asset Management
Assets Under Management
$33.0B
Number of Clients
523
Number of Advisors
9
Average Client AUM
$63.0M
AUM per Advisor
$3.7B
Compensation
Fee-Only (AUM)
About This Firm
SVB Asset Management offers tailored advisory services to companies in the technology and life science/healthcare industries. They manage client portfolios based on investment policies, strategies, and objectives, utilizing government securities, bonds, and other fixed-income instruments. They primarily use the Corporate Cash Management, Total Return, and SAM Access Strategies.
Fee Structure
SVB Asset Management charges a management fee based on the value of assets under management, not exceeding 0.25% annually. The fee is calculated monthly on the average balance, excluding cash and money market mutual funds. Minimum monthly fees may apply, as stated in the client's fee schedule. Fees are subject to change and may vary based on client situations and market conditions. SVB Asset Management receives compensation from third-party fund distributors, advisers, and the funds themselves for client investments in these funds.
Areas of Practice
Location
222 2nd Street, San Francisco, CA, 94105