The SVB ASSET MANAGEMENT GROUP is a publicly held investment adviser that advises $1.68Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SVB ASSET MANAGEMENT GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 52.62% over the last 5-years.
The Group has been registered with the SEC for 43.25 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at TWO INTERNATIONAL PLACE SUITE 2110, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 42 employees comprised of 15 investment and 27 non-investment staff. The total number of Employees decreased by 60.75% over the last 5-years.
Their $1.68Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 45 other accounts. Assets of High Net Worth Individuals clients own $1.02Bn or 60.68% of Total Assets and Charitable Organizations own $199.58mn or 11.9% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
SVB ASSET MANAGEMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.