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SB INVESTMENT ADVISERS (US) INC.

MENLO PARK, CA · CRD 286323 · IAPD ↗ · visionfund.com · 650-562-8211

$53.47BRegulatory AUM
67Advisory reps
194Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
July 2026 — SB INVESTMENT ADVISERS (US) INC. shrank from 111 to 67 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
62
July 2025 — SB INVESTMENT ADVISERS (US) INC. grew from 104 to 111 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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