SILICON VALLEY CAPITAL PARTNERS, L.P.

RIASEC RegisteredEst. 2003
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$792K
Accounts
1,627
Employees
8
Advisory reps
4

Firm details

Headquarters
SAN JOSE, California
CRD number
125114
Registered since
April 24, 2003
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

FINTRX

Overview

Silicon Valley Capital Partners, L.P. is an independent registered investment adviser organized as a limited partnership and operating since 2003. The firm charges fees based on a percentage of assets under management and serves both individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Firm filings indicate it is not organized as a multi-state adviser, is not a pension consultant, and does not identify as an active ESG investor. Silicon Valley Capital Partners positions itself with an equity-oriented investment preference, using exchange-traded instruments prominently within client portfolios. The firm reports use of external third‑party alternative asset managers in its allocations and also invests via mutual funds, though specific alternative manager names are not listed in the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 14%, Cash & Cash Equivalents 9%, State & Local Bonds 1%, Public Funds/Mutual Funds 1%75%
  • Exchange Traded Equities75%
  • US Government Bonds14%
  • Cash & Cash Equivalents9%
  • State & Local Bonds1%
  • Public Funds/Mutual Funds1%

Contacts

3 of 4
  • CHRISTOPHER COMBS

    FounderCRD 2513134

  • DEANA MONCAYO

    Director, Client Services, Esq.CRD 8040843

  • CYNTHIA COMBS

    Managing PartnerCRD 2330561

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 92

Active vs passive

$482M in ETFs

Passive

100%

$481M

Active

<1%

$964K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$138M211,67128.56%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth