SB INVESTMENT ADVISERS (US) INC.

RIASEC RegisteredEst. 2017
Total AUM
$60.9B
Discretionary
$60.9B
100% of AUM
Avg account
$60.9B
Accounts
1
Employees
241
Advisory reps
4

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 corporation that manages private equity pooled vehicles for institutional clients. The firm is SEC-registered (since 2017) and lists ownership by both a foreign entity and an individual. It operates as a sponsor/GP and manager of pooled investment vehicles rather than as a dedicated capital allocator. Advisory activity centers on portfolio management for pooled investment vehicles, and its compensation model combines a percentage-of-assets fee with performance-based fees consistent with private equity structures. The firm also identifies itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • CASEY ROGERS

    Chief Compliance OfficerCRD 7634069

  • NAVNEET GOVIL

    Managing Partner and Chief Investment OfficerCRD 6678753

  • ALEX CLAVEL

    Chief Executive OfficerCRD 2641821

Contacts

1 of 1
  • AMANDA SANCHEZ-BARRY

    Managing Partner & General CounselCRD 7634065

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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