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SVB ASSET MANAGEMENT
CRD 124567File 801-61674
APPROVED
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$32.32B
Top 10% of cohort (national)
Discretionary AUM
$32.32B
Clients
458
458 accounts
Employees
24
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 2, 2003
- Principal office
- 222 2ND STREET, SAN FRANCISCO, CA, 94105
- Phone
- 866-719-9117
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $32.32B
- Discretionary AUM
- $32.32B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 458
- Non-discretionary accounts
- 0
- Total accounts
- 458
- AUM per client
- $70.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 454 | $32.28B |
| Insurance companies | Fewer than 5 | $39.4M |
| Other investment advisers | Fewer than 5 | $1.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — MONEY MARKET FUND REVENUE SHARING FEES
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.