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 corporate investment adviser registered with the SEC in 2017 that operates as the manager of pooled investment vehicles with an institutional client focus. The firm is organized as a private equity–oriented adviser and is owned by a mix of a foreign entity and an individual. Its advisory work centers on portfolio management for pooled funds, and it performs sponsor/GP-type roles as well as other adviser and commodity pool/CTA activities. SB Investment Advisers charges both asset-based and performance-linked fees and identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth