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Building 2SVB ASSET MANAGEMENT

Map pinSAN FRANCISCO, CA
Phone866-719-9117
NotebookSEC #801-61674
Total AUM
$32.3B
Employees
24
Clients
458

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 2ND STREET
SAN FRANCISCO
CA 94105
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
866-719-9117
Other Offices
7

ReceiptFinancials

Total AUM
$32.3B
Accounts
458
Discretionary
$32.3B
Accounts
458
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Advisor Clients
1
AUM
$1.5M
Insurance Company Clients
3
AUM
$39.4M
Corporation or Business Clients
454
AUM
$32.3B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Institutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
MONEY MARKET FUND REVENUE SHARING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILMAMDMNNCNJNYOHORPATXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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