SB Investment Advisers (US) Inc.

RIASEC RegisteredEst. 2017
Total AUM
$53.5B
Discretionary
$53.5B
100% of AUM
Avg account
$53.5B
Accounts
1
Employees
194
Advisory reps
3

Firm details

Headquarters
Menlo Park, California
CRD number
286323
Registered since
January 23, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SB Investment Advisers (US) Inc. is a SEC-registered corporate advisor that operates as the investment manager for pooled investment vehicles and is classified as a private equity fund manager. The firm reports an institutional client base and charges a mix of percentage-of-AUM fees and performance-based fees. It identifies as an active ESG investor and lists its ownership structure as a combination of a foreign entity and an individual. The firm was first registered with the SEC in 2017 and is involved in advisory and sponsor/GP activities for pooled vehicles rather than serving as a pension consultant or multi-state retail adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Casey Rogers

    Casey Rogers

    Chief Compliance OfficerCRD 7634069

  • Alex Clavel

    Chief Executive OfficerCRD 2641821

Contacts

1 of 1
  • Amanda Sanchez-barry

    Amanda Sanchez-barry

    Managing Partner & General CounselCRD 7634065

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
300 El Camino Real
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth