Data / Investment advisers / California / SVB Asset Management
SVB Asset Management, San Francisco, CA: $32.3 billion AUM, SEC registered investment adviser
SVB Asset Management is an SEC registered investment adviser with its main office in San Francisco, California and reports $32.3 billion in regulatory assets under management in its Form ADV filed September 18, 2026. Its clients include corporations and other businesses, insurance companies and other investment advisers. It is paid through a percentage of assets under management and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 124567
- SEC file number
- 801-61674
- SEC status
- Approved, effective January 2, 2003
- Main office
- 222 2nd Street, San Francisco, CA 94105
- Phone
- (866) 719-9117
- Website
- svb.com
- Regulatory AUM
- $32,316,444,668 in the Form ADV filed September 18, 2026
- Discretionary AUM
- $32,316,444,668
- Accounts
- 458
- Employees
- 24, of which 24 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, other fees
- Other offices
- 7
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 454 | $32.28 billion |
| Insurance companies | 3 | $39.4 million |
| Other investment advisers | 1 | $1.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $32.32 billion | March 30, 2026 |
| December 1, 2025 | $32.96 billion | April 23, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Francisco Partners | San Francisco | $47.05 billion | 43 | adviserinfo.sec.gov |
| Callan | San Francisco | $41.94 billion | Not listed | adviserinfo.sec.gov |
| Parnassus Investments, LLC | San Francisco | $41.09 billion | Not listed | adviserinfo.sec.gov |
| Dragoneer Investment Group, LLC | San Francisco | $37.04 billion | 39 | adviserinfo.sec.gov |
| Woodline Partners LP | San Francisco | $36.66 billion | 2 | adviserinfo.sec.gov |
| Horsley Bridge Partners LLC | San Francisco | $23.61 billion | 45 | adviserinfo.sec.gov |
| Jordan Park Group LLC | San Francisco | $23.26 billion | 45 | adviserinfo.sec.gov |
| Mercury Advisory, LLC | San Francisco | $22.57 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving insurance companies
- SVB Asset Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.