SVB ASSET MANAGEMENT
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 124567
- Registered since
- January 2, 2003
- Website
- www.svb.com
- 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
FINTRXOverview
SVB Asset Management is a corporation focused on institutional portfolio management, primarily serving business and institutional clients. The firm has been SEC-registered since 2003 and reports an institutional client base rather than retail households. Its advisory model charges fees as a percentage of assets under management (and other fee arrangements), and it does not present itself as a capital allocator. SVB Asset Management identifies as an active ESG investor and maintains affiliations across the financial services ecosystem, including broker-dealers, other investment advisers, banking or thrift institutions, trust companies, and insurance companies.
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
Asset composition
- US Government Bonds36%
- Cash & Cash Equivalents34%
- Investment Grade Corp Bonds27%
- Other3%
Contacts
3 of 14NANCI FASTRE
Senior Liquidity AdvisorCRD 1397145
MICHAEL INGOGLIA
Senior ManagerCRD 4475542
PATRICIA KAO
Head of Asset ManagementCRD 3271460
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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