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SVB Asset Management
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CRD # | 124567 |
SEC # | 801-61674 |
CIK # | |
AUM | $32.1 BB (2024-03-29) |
Employees | 106 (100% Investors, 0% Brokers) |
Phone | 866-719-9117 |
Address | 222 2nd Street San Francisco, CA 94105 |
Source | [IAPD] [Website] |
Total AUM ($BB) |
---|
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 0.1 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 2 | 0.1 |
(k) Insurance companies | 5 | 0.2 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 543 | 31.7 |
(n) Other | 0 | 0.0 |
Total | 551 | 32.1 |
By Discretionary | ||
Discretionary | 551 | 32.1 |
Non-Discretionary | 0 | 0.0 |
Total | 551 | 32.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.5 | |
United States Persons | 31.6 | |
Total | 551 | 32.1 |
Limited Partners | 2011 - 2024 |
---|---|
State Board of Administration of Florida |
Comparable Firms | State | AUM ($BB) |
---|---|---|
GSAM Stable Value LLC
✚
|
VT | 55.4 |
Meeder Public Funds Inc
✚
|
OH | 54.6 |
Hilltop Securities Asset Management LLC
✚
|
TX | 27.2 |
Oneamerica Asset Management LLC
✚
|
IN | 25.9 |
Record Currency Management US Inc
✚
|
NY | 19.3 |
Wertz York Capital Management Group LLC
✚
|
FL | 13.1 |
Morgan Stanley Institutional Investment Advisors LLC
✚
|
CO | 7.7 |
Cook Street Consulting Inc
✚
|
CO | 7.1 |
Eventide Asset Management LLC
✚
|
MA | 7.0 |
LM Capital Group LLC
✚
|
CA | 5.0 |