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SVB INVESTMENT SERVICES INC.

Advisory

N·SAN FRANCISCO, CA

Data as of Jun 30, 2022 · Source: SEC Form ADV

Total AUM

$1.5B

1-Year AUM Growth

+4.7%

3-Year CAGR

+24.2%

Employees

68

Assets Under Management

Total AUM$1.5B

Discretionary AUM$946M

Non-Discretionary AUM$519M

Discretionary %64.6%

Total Clients—

Team

Total Employees68

Investment Advisers80

Employee Growth (1Y)—

Filing History

Total Filings on Record46

First FilingJun 7, 2013

Latest FilingJun 30, 2022

🔒 Full AUM trend chart and 46 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SVB INVESTMENT SERVICES INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.