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
5

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 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

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 5
  • Alison Cornwell

    Alison Cornwell

    PrincipalCRD 3127310

  • Christopher Combs

    Christopher Combs

    FounderCRD 2513134

  • Cynthia Combs

    Cynthia Combs

    Managing PartnerCRD 2330561

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 92

Active vs passive

$573M in ETFs

Passive

100%

$572M

Active

<1%

$1.1M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$160M214,47627.96%

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth