SAN FRANCISCO, CACRD 124567Latest ADV March 30, 2026
Svb Asset Management is an SEC registered investment adviser organized as a corporation with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 30, 2026, reports $32.3B in regulatory assets under management, 24 employees, 7 offices, and 458 accounts.
Top client segmentCorporations represent 99.1% of total clients.
Top client categories% of clientsClients
1
Corporations
99.1%
454
2
Insurance Cos.
0.7%
3
3
Other Advisers
0.2%
1
Categories with <5 clients
Insurance companies<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$32.3Bas of March 30, 2026
Discretionary100.0%
$32.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$32.3B
Total Accounts458
10Y AUM Change+$9.8B (+43.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee19:1
10Y Employee Change-13 (-35.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.