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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3CASEY ROGERS
Chief Compliance OfficerCRD 7634069
NAVNEET GOVIL
Managing Partner and Chief Investment OfficerCRD 6678753
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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