SVB Asset Management provides investment management services, managing client portfolios based on their investment policies, strategies, and objectives. SVB Asset Management's clients are primarily companies in the innovation economy within the technology and life science/healthcare industries. The firm primarily utilizes the Corporate Cash Management Strategy, the Total Return Strategy, and SAM Access Strategy.
Assets Under Management$33B
Clients523
Advisors10
Avg. per Client$63M
Avg. per Advisor$3.3B
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees are subject to change and may vary based on specific, separately negotiated client situations. SVB Asset Management receives fees from money market funds and certain of their service providers, which may create a conflict of interest.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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