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 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
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 4CHRISTOPHER COMBS
FounderCRD 2513134
DEANA MONCAYO
Director, Client Services, Esq.CRD 8040843
CYNTHIA COMBS
Managing PartnerCRD 2330561
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$482M in ETFs
100%
$481M
<1%
$964K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $138M | 211,671 | 28.56% |
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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