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SVB ASSET MANAGEMENT

SAN FRANCISCO, CA · CRD 124567 · IAPD ↗ · svb.com · 866-719-9117

$32.32BRegulatory AUM
24Advisory reps
24Employees
0Clients
n/aPlanning clients
0Private funds
20States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
April 2026 — SVB ASSET MANAGEMENT shrank from 104 to 24 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
April 2025 — SVB ASSET MANAGEMENT added office(s): 13 -> 18 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2024 — SVB ASSET MANAGEMENT reported RAUM down 28% ($44.43B -> $32.09B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.