SVB ASSET MANAGEMENT

RIASEC RegisteredEst. 2003
Total AUM
$32.3B
Discretionary
$32.3B
100% of AUM
Avg account
$70.6M
Accounts
458
Employees
24
Advisory reps
14

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 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

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 14
  • NANCI FASTRE

    Senior Liquidity AdvisorCRD 1397145

  • MICHAEL INGOGLIA

    Senior ManagerCRD 4475542

  • PATRICIA KAO

    Head of Asset ManagementCRD 3271460

Unlock 11 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

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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