Svb Asset Management
● SEC registered since 2003CRD 124567SEC# 801-61674San Francisco, CA
Reg. AUM
$32.32B
Employees
24
Accounts
458
Location
San Francisco, CA
Svb Asset Management assets under management
Svb Asset Management is a registered investment adviser overseen by the SEC based in San Francisco, CA. The firm has been registered since 2003. It reports $32.3 billion in regulatory assets under management and employs 24 people.
Svb Asset Management owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alisha Danielle Gettys | Chief Compliance Officer | Under 5% | 2025 |
| First-Citizens Bank & Trust Company Control | Parent | Over 75% | 2023 |
| Jeff Michael Ward Control | Director | Under 5% | 2024 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Svb Asset Management manage?
Svb Asset Management reports $32.3 billion in regulatory assets under management on its Form ADV.
How many employees does Svb Asset Management have?
Svb Asset Management reports 24 employees.
Where is Svb Asset Management located?
Svb Asset Management is based in San Francisco, CA and has been SEC-registered since 2003.
Does Svb Asset Management disclose fund performance?
Svb Asset Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 222 2nd Street, San Francisco, CA 94105 |
| Phone | 866-719-9117 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$32.32B▼ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$32.32Bregulatory AUM
Discretionary $32.32B