Investment adviser · CRD 135098

SVL INVESTMENT MANAGEMENT

Investment adviser filing (IA)

SVL HOLDING CORPORATION

PLACENTIA, CA, United States · Form ADV filed Apr 30, 2012

Regulatory AUM
$42.9M
Form ADV · Item 5.F
Client accounts
209
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Apr 30, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

1620 N. PLACENTIA AVE., SUITE 100
PLACENTIA, CA, 92870, United States

CRD 135098

Filing source

Form ADV 642859 · Apr 30, 2012 · 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.