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DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC.

PALO ALTO, CA · CRD 307581 · IAPD ↗ · 650-470-9596

$376.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

53
July 2026 — DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC. reported RAUM up 29% ($292.0M -> $376.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
52
July 2024 — DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC. reported RAUM up 49% ($187.9M -> $280.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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