Investment adviser · CRD 124567
SVB ASSET MANAGEMENT
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed Sep 18, 2026
- Regulatory AUM
- $32.3B Form ADV · Item 5.F
- Client accounts
- 458 Accounts, not individual clients
- Employees
- 24 Reported in this filing
- Advisory professionals
- 24 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 454 | $32,275,507,138 | 99.9% |
| Insurance companies | Fewer than 5 | $39,427,431 | 0.1% |
| Other investment advisers | Fewer than 5 | $1,510,099 | 0.0% |
Filing source
Form ADV 2133501 · Sep 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 18, 2026. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets
Principal office
222 2ND STREETSAN FRANCISCO, CA, 94105, United States
CRD 124567
Filing source
Form ADV 2133501 · Sep 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.