SVB Asset Management

RIASEC Registered
Total AUM
$32.3B
Discretionary
$32.3B
100% of AUM
Avg account
$70.6M
Accounts
458
Employees
24
Advisory reps
15

Firm details

Headquarters
San Francisco, California
CRD number
124567
Registered since
January 2, 2003
Custodians
U.S. BANK, N.A.
Fee structure
Percentage of AUM, Other
Client types
  • Corporations / Businesses99.87%
  • Insurance Companies0.12%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

SVB Asset Management is an institutional registered investment adviser that provides portfolio management for business and institutional clients. The firm is structured as a corporation, has been SEC-registered since 2003, and reports a mix of domestic entity and individual ownership. Its client base is institutional and its fee model is primarily a percentage of AUM (with other fee arrangements noted). SVB Asset Management identifies as an active ESG investor and lists relationships across the financial ecosystem — including broker-dealers, other advisers, banks/thrifts, trust companies, and insurance companies. The firm does not position itself as a capital allocator.

Assets & Accounts

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

Asset composition

Asset composition: US Government Bonds 36%, Cash & Cash Equivalents 34%, Investment Grade Corp Bonds 27%, Other 3%36%
  • US Government Bonds36%
  • Cash & Cash Equivalents34%
  • Investment Grade Corp Bonds27%
  • Other3%

Contacts

3 of 15
  • Quyen Nguyen

    Quyen Nguyen

    Senior ManagerCRD 5713104

  • Michael Ingoglia

    Michael Ingoglia

    Senior ManagerCRD 4475542

  • Nancy Trieu

    Nancy Trieu

    Senior Liquidity AdvisorCRD 4956576

Unlock 12 more contacts →

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

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, 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 Francisco
Address
222 2nd St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth