{ "crd_number": 125114, "slug": "silicon-valley-capital-partners-l-p-san-jose-ca-125114", "primary_business_name": "SILICON VALLEY CAPITAL PARTNERS, L.P.", "legal_name": "SILICON VALLEY CAPITAL PARTNERS, L.P.", "dbas": [], "city": "San Jose", "state": "CA", "country": "United States", "cbsa_code": "41940", "metro": { "cbsa_code": "41940", "common_name": "San Jose", "msa_name": "San Jose-Sunnyvale-Santa Clara, CA", "path": "/advisors/ca/san-jose" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2003-04-24", "years_registered": 23, "period": "2026-10-01", "filing_date": "2026-03-20", "carried_forward": false, "raum_total": 1287983872.0, "raum_discretionary": 1287983872.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 8, "advisory_employees": 4, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "individuals": { "raum": 74930449.0, "count": 173 }, "pension_profit_sharing": { "raum": 22733316.0, "count": 5 }, "high_net_worth_individuals": { "raum": 1171254560.0, "count": 340 }, "corporations_other_businesses": { "raum": 19065547.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_businesses_institutional", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AZ", "CA", "CO", "FL", "IL", "NV", "NY", "OR", "TX", "WA" ], "websites": [ "https://facebook.com/siliconvalleycapitalpartners", "https://svcp.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/125114", "city_as_filed": "SAN JOSE", "url": "https://advisorcensus.com/firm/silicon-valley-capital-partners-l-p-san-jose-ca-125114", "display_name": "Silicon Valley Capital Partners, L.P.", "summary": "Silicon Valley Capital Partners, L.P. is an SEC-registered investment advisory firm in San Jose, CA, registered since 2003, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.", "citation": "AdvisorCensus. Silicon Valley Capital Partners, L.P. (CRD 125114): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Silicon Valley Capital Partners, L.P. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Silicon Valley Capital Partners, L.P. reports these compensation arrangements: a percentage of assets under its management." }, { "q": "Where is Silicon Valley Capital Partners, L.P. located?", "a": "Silicon Valley Capital Partners, L.P.'s principal office is in San Jose, CA, according to its Form ADV." }, { "q": "Is Silicon Valley Capital Partners, L.P. registered with the SEC or a state?", "a": "Silicon Valley Capital Partners, L.P. is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 125114." }, { "q": "How much does Silicon Valley Capital Partners, L.P. manage?", "a": "Silicon Valley Capital Partners, L.P. reports $1,287,983,872 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary)." }, { "q": "How have Silicon Valley Capital Partners, L.P.'s assets and staff changed since 2021?", "a": "In the Form ADV data for Silicon Valley Capital Partners, L.P.: Regulatory assets under management: $637,779,174 in the October 2021 data and $1,287,983,872 in the October 2026 data, up 102%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Silicon Valley Capital Partners, L.P. serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (340); individuals (other than high net worth individuals) (173); pension and profit sharing plans (but not the plan participants or government pension plans) (5)." }, { "q": "Which custodians does Silicon Valley Capital Partners, L.P. use?", "a": "Silicon Valley Capital Partners, L.P.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Silicon Valley Capital Partners, L.P. report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/125114" }, { "q": "What changed in Silicon Valley Capital Partners, L.P.'s recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $1,083,848,650 to $1,287,983,872 (+19%). Employees performing advisory functions went from 3 to 4. Registered or notice-filed in AZ, CO, FL, NV, NY. Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 637779174.0, "total_employees": 6, "filing_date": "2021-03-26" }, { "period": "2022-10-01", "regulatory_assets_under_management": 845313930.0, "total_employees": 7, "filing_date": "2022-03-22" }, { "period": "2023-10-01", "regulatory_assets_under_management": 634230785.0, "total_employees": 6, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 860408704.0, "total_employees": 8, "filing_date": "2024-09-30" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1083848650.0, "total_employees": 7, "filing_date": "2025-02-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1287983872.0, "total_employees": 8, "filing_date": "2026-03-20" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $1,083,848,650 to $1,287,983,872 (+19%).", "Employees performing advisory functions went from 3 to 4.", "Registered or notice-filed in AZ, CO, FL, NV, NY.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "National Financial Services LLC", "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/silicon-valley-capital-partners-l-p-san-jose-ca-125114.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 173, "fewer_than_5": false, "raum": 74930449.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 340, "fewer_than_5": false, "raum": 1171254560.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 5, "fewer_than_5": false, "raum": 22733316.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": null, "fewer_than_5": true, "raum": 19065547.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/125114", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }