{
  "crd_number": 124567,
  "slug": "svb-asset-management-san-francisco-ca-124567",
  "primary_business_name": "SVB ASSET MANAGEMENT",
  "legal_name": "SVB ASSET MANAGEMENT",
  "dbas": [],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2003-01-02",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-09-18",
  "carried_forward": false,
  "raum_total": 32316444668.0,
  "raum_discretionary": 32316444668.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 24,
  "advisory_employees": 24,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 39427431.0,
      "count": 3,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 1510099.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 32275507138.0,
      "count": 454
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "MA",
    "MD",
    "MN",
    "NC",
    "NJ",
    "NY",
    "OH",
    "OR",
    "PA",
    "TX",
    "UT",
    "VA",
    "WA"
  ],
  "websites": [
    "https://svb.com/LIQUIDITY-MANAGEMENT/SVB-ASSET-MANAGEMENT"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124567",
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/svb-asset-management-san-francisco-ca-124567",
  "display_name": "SVB Asset Management",
  "summary": "SVB Asset Management is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2003, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 18, 2026.",
  "citation": "AdvisorCensus. SVB Asset Management (CRD 124567): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is SVB Asset Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), SVB Asset Management reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "Where is SVB Asset Management located?",
      "a": "SVB Asset Management's principal office is in San Francisco, CA, according to its Form ADV; the October 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is SVB Asset Management registered with the SEC or a state?",
      "a": "SVB Asset Management is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 124567."
    },
    {
      "q": "How much does SVB Asset Management manage?",
      "a": "SVB Asset Management reports $32,316,444,668 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have SVB Asset Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for SVB Asset Management: Regulatory assets under management: $69,360,712,554 in the October 2021 data and $32,316,444,668 in the October 2026 data, down 53%. Total employees: 72 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does SVB Asset Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (454); insurance companies (3); other investment advisers (1)."
    },
    {
      "q": "Which custodians does SVB Asset Management use?",
      "a": "SVB Asset Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists US Bank Institutional Trust & Custody as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does SVB Asset Management 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/124567"
    },
    {
      "q": "What changed in SVB Asset Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 104 to 24. No longer lists an office in Atlanta, GA. No longer lists an office in Bangalore. No longer lists an office in Denver, CO. No longer lists an office in Houston, TX. No longer lists an office in New York, NY. No longer lists an office in Pasadena, CA. No longer lists an office in Phoenix, AZ. No longer lists an office in Raleigh, NC. No longer lists an office in San Diego, CA. No longer lists an office in Santa Monica, CA. No longer lists an office in Seattle, WA. No longer lists an office in West Conshohocken, PA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 69360712554.0,
      "total_employees": 72,
      "filing_date": "2021-07-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 85475283656.0,
      "total_employees": 88,
      "filing_date": "2022-09-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 44429541243.0,
      "total_employees": 106,
      "filing_date": "2023-08-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 32085958361.0,
      "total_employees": 106,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 32960320956.0,
      "total_employees": 104,
      "filing_date": "2025-04-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 32316444668.0,
      "total_employees": 24,
      "filing_date": "2026-09-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 104 to 24.",
        "No longer lists an office in Atlanta, GA.",
        "No longer lists an office in Bangalore.",
        "No longer lists an office in Denver, CO.",
        "No longer lists an office in Houston, TX.",
        "No longer lists an office in New York, NY.",
        "No longer lists an office in Pasadena, CA.",
        "No longer lists an office in Phoenix, AZ.",
        "No longer lists an office in Raleigh, NC.",
        "No longer lists an office in San Diego, CA.",
        "No longer lists an office in Santa Monica, CA.",
        "No longer lists an office in Seattle, WA.",
        "No longer lists an office in West Conshohocken, PA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "US Bank Institutional Trust & Custody",
      "name_as_filed": "US BANK INSTITUTIONAL TRUST & CUSTODY",
      "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/svb-asset-management-san-francisco-ca-124567.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1510099.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 3,
      "fewer_than_5": true,
      "raum": 39427431.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 454,
      "fewer_than_5": false,
      "raum": 32275507138.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/124567",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}