Silicon Valley Capital Partners, L.P.
Firm details
- Headquarters
- San Jose, California
- CRD number
- 125114
- Registered since
- April 24, 2003
- Website
- www.svcp.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.94%
- Individuals5.82%
- Pension & Profit Sharing Plans1.77%
- Corporations / Businesses1.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Silicon Valley Capital Partners, L.P. is an independent registered investment adviser organized as a limited partnership and operating since 2003. The firm serves both individual/family clients and institutional investors, charging fees as a percentage of assets under management and offering financial planning together with portfolio management for individuals, small businesses, and institutions. Its reported activity shows a clear tilt toward publicly traded equities, with exchange-traded instruments playing a central role in portfolio construction. The firm is not designated as a capital allocator and does not describe itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- US Government Bonds14%
- Cash & Cash Equivalents9%
- State & Local Bonds1%
- Public Funds/Mutual Funds1%
Contacts
3 of 5
Alison Cornwell
PrincipalCRD 3127310

Christopher Combs
FounderCRD 2513134

Cynthia Combs
Managing PartnerCRD 2330561
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$573M in ETFs
100%
$572M
<1%
$1.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $160M | 214,476 | 27.96% |
Location
San Jose, CA
Santa Clara
Location
San Jose, CA
Headquartered in San Jose, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 1731 Technology Dr
- Time zone
- PT (UTC-8)
- Office locations
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