Svb Asset Management

Registered investment adviser · San Francisco, CA · CRD #124567

Form ADV data as of 2026-09-01

Regulatory assets

$32.32 billion

Total accounts

458

Employees

Disclosure events

Firm details

Website: https://www.svb.com/liquidity-management/svb-asset-management
Telephone: 866-719-9117
SEC file number: 801-61674
Most recent Form ADV filing: 2026-03-30
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$32.32 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$32.32 billion
Discretionary accounts	458
Non-discretionary accounts	0
Total accounts	458
Regulatory assets under management attributable to non-U.S. persons	$55.0 million

People

Total employees (excluding clerical)	24
Employees performing investment advisory functions (including research)	24
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	3
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementOther

Advisory services offered

Portfolio management for businesses or institutional clients

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Banking or thrift institutionTrust companyInsurance company or agency

Client types

Type of client	Clients	Assets
Other investment advisers	1	$1.5 million
Insurance companies	3	$39.4 million
Corporations or other businesses not listed above	454	$32.28 billion