SVB Asset Management

Overview

SVB Asset Management is an institutional registered investment adviser that provides portfolio management for business and institutional clients. The firm is structured as a corporation, has been SEC-registered since 2003, and reports a mix of domestic entity and individual ownership. Its client base is institutional and its fee model is primarily a percentage of AUM (with other fee arrangements noted). SVB Asset Management identifies as an active ESG investor and lists relationships across the financial ecosystem — including broker-dealers, other advisers, banks/thrifts, trust companies, and insurance companies. The firm does not position itself as a capital allocator.

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Investments & Alternatives

Location & Offices