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Home > Retirement Planners > california > san jose > SILICON VALLEY CAPITAL PARTNERS, L.P.
SILICON VALLEY CAPITAL PARTNERS, L.P.
1731 Technology Drive
Suite 810
San Jose, California 95110
Tel: 408-236-7300
About SILICON VALLEY CAPITAL PARTNERS, L.P.
SILICON VALLEY CAPITAL PARTNERS, LP, formally registered with the SEC as SILICON VALLEY CAPITAL PARTNERS, LP. The firm was established in 04/24/2003. They have over 1 offices throughout the country.
SILICON VALLEY CAPITAL PARTNERS, L.P. is a San Jose, California based Financial Planning firm with nearly $1,083,848,650 assets under management, offering retirement planning & investment advisory services to 1523 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125114 |
| SEC# | 801-62004 |
| Assets Managed by Firm | $1,083,848,650 |
| No. of Clients | 1523 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1523 | $1,083,848,650 |
| Individuals (other than high net worth individuals) | 187 | $59,315,031 |
| High net worth individuals | 220 | $973,757,300 |
| Pension and profit sharing plans | Fewer than 5 clients | $29,986,159 |
| Corporations or other businesses | 7 | $20,790,160 |
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