Assets Under Management

$33.0B

Number of Clients

523

Number of Advisors

9

Average Client AUM

$63.0M

AUM per Advisor

$3.7B

Compensation

Fee-Only (AUM)

About This Firm

SVB Asset Management offers tailored discretionary investment management services to companies in the innovation economy, including technology and life science/healthcare industries. They manage portfolios based on client investment policies, strategies, and objectives, utilizing Corporate Cash Management, Total Return, and SAM Access Strategies.

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

222 2nd Street, San Francisco, CA, 94105

9 Advisors at this firm