SB Investment Advisers (US) Inc.
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 286323
- Registered since
- January 23, 2017
- Website
- visionfund.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Casey Rogers
Chief Compliance OfficerCRD 7634069
Alex Clavel
Chief Executive OfficerCRD 2641821
Contacts
1 of 1Amanda Sanchez-barry
Managing Partner & General CounselCRD 7634065
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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