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SVB ASSET MANAGEMENT
CRD 124567File 801-61674
APPROVED
Filing as of Sep 18, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 104 | 24 | decreased by80 |
| Apr 1, 2026 | Clients | 523 | 458 | decreased by65 |
| Apr 1, 2026 | AUM | $32,960,320,956 | $32,316,444,668 | decreased by$643,876,288 |
| Apr 1, 2026 | Accounts | 523 | 458 | decreased by65 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 88 | 104 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 652 | 523 | decreased by129 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $85,475,283,656 | $32,960,320,956 | decreased by$52,514,962,700 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 652 | 523 | decreased by129 |
| Apr 1, 2022 | Employees | 72 | 88 | increased by16 |
| Apr 1, 2022 | Clients | 672 | 652 | decreased by20 |
| Apr 1, 2022 | AUM | $69,360,712,554 | $85,475,283,656 | increased by$16,114,571,102 |
| Apr 1, 2022 | Accounts | 672 | 652 | decreased by20 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SVB ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SVB ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.