|
⚲
|
| SVB Asset Management
✚
|
|
|---|---|
| CRD # | 124567 |
| SEC # | 801-61674 |
| CIK # | |
| AUM | $89.7 BB (2023-03-31) |
| Employees | 106 (100% Investors, 0% Brokers) |
| Phone | 866-719-9117 |
| Address | 505 Howard Street San Francisco, CA 94105 |
| Source | [IAPD] [Website] |
| Total AUM ($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 | 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 | 5 | 0.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 821 | 89.1 |
| (n) Other | 0 | 0.0 |
| Total | 827 | 89.7 |
| By Discretionary | ||
| Discretionary | 827 | 89.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 827 | 89.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 87.5 | |
| Total | 827 | 89.7 |
| Limited Partners | 2011 - 2024 |
|---|---|
| State Board of Administration of Florida |
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|---|---|---|
|
Eastspring Investments Singapore Limited
✚
|
118.0 | |
|
Conning Inc
✚
|
CT | 94.8 |
|
Alm First Financial Advisors LLC
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|
TX | 74.2 |
|
Towers Watson Investment Services Inc
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|
VA | 63.3 |
|
GSAM Stable Value LLC
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|
VT | 60.0 |
|
Milliman Advisors LLC
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|
WA | 41.2 |
|
Meeder Public Funds Inc
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|
OH | 25.4 |
|
Oneamerica Asset Management LLC
✚
|
IN | 23.9 |
|
Record Currency Management US Inc
✚
|
NY | 11.6 |
|
Ausbil Investment Management Limited
✚
|
11.4 |