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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| SVB Asset Management
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|---|---|
| CRD # | 124567 |
| SEC # | 801-61674 |
| CIK # | |
| AUM | $33.0 B (2025-04-23) |
| Employees | 104 (100% Investors, 0% Brokers) |
| Phone | 866-719-9117 |
| Address | 222 2nd Street San Francisco, CA 94105 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.0 |
| (k) Insurance companies | 4 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 518 | 32.8 |
| (n) Other | 0 | 0.0 |
| Total | 523 | 33.0 |
| By Discretionary | ||
| Discretionary | 523 | 33.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 523 | 33.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 32.8 | |
| Total | 523 | 33.0 |
| Limited Partners | 2011 - 2025 |
|---|---|
| State Board of Administration of Florida |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Meeder Public Funds Inc
✚
|
OH | 59.3 |
|
Hilltop Securities Asset Management LLC
✚
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TX | 31.7 |
|
Oneamerica Asset Management LLC
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IN | 26.2 |
|
Cerity Partners Retirement Plan Advisors LLC
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NY | 19.0 |
|
Record Currency Management US Inc
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NY | 17.4 |
|
Wertz York Capital Management Group LLC
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FL | 15.7 |
|
Morgan Stanley Institutional Investment Advisors LLC
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|
CO | 8.9 |
|
Eventide Asset Management LLC
✚
|
MA | 6.4 |
|
LM Capital Group LLC
✚
|
CA | 5.8 |
|
NPPG Plan Professionals LLC
✚
|
NJ | 4.5 |