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SVB CAPITAL
2770 Sand Hill Road
Menlo Park, California 94025
Tel: 650-519-0540
About SVB CAPITAL
SVB CAPITAL, formally registered with the SEC as SVB CAPITAL. The firm was established in 07/21/2023. They have over 11 offices throughout the country.
SVB CAPITAL is a Menlo Park, California based Financial Planning firm with nearly $12,171,281,084 assets under management, offering retirement planning & investment advisory services to 64 clients. The firm is staffed with 54 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326747 |
| SEC# | 801-128396 |
| Assets Managed by Firm | $12,171,281,084 |
| No. of Clients | 64 |
| No. of Advisors | 54 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 64 | $12,171,281,084 |
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