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Silicon Valley Capital Partners LP
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CRD # | 125114 |
SEC # | 801-62004 |
CIK # | 0001673633 |
AUM | $860.4 MM (2024-03-26) |
Employees | 8 (38% Investors, 0% Brokers) |
Phone | 408-236-7300 |
Address | 1731 Technology Drive San Jose, CA 95110 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 187 | 63.1 |
(b) Individuals (high net worth individuals) | 220 | 767.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 10.5 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 7 | 19.4 |
(n) Other | 0 | 0.0 |
Total | 1,387 | 860.4 |
By Discretionary | ||
Discretionary | 1,387 | 860.4 |
Non-Discretionary | 0 | 0.0 |
Total | 1,387 | 860.4 |
By Non-United States Persons | ||
Non-United States Persons | 3.2 | |
United States Persons | 857.3 | |
Total | 1,387 | 860.4 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001673633] |
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Capital Wealth Management LLC
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