SVB INVESTMENT SERVICES INC.
CRD #168116 SEC #801-78209 SAN FRANCISCO, CA 415-764-3145
SEC Registered Broker-Dealer
Total AUM
$1.5B
Discretionary
$946.3M
Employees
80
Clients
101
Accounts
1,816
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2022 | $1.5B | $946.3M | $518.8M | 80 | 0 |
| Apr 2022 | $1.5B | $946.3M | $518.8M | 80 | 0 |
| Mar 2022 | $1.5B | $946.3M | $518.8M | 80 | 0 |
| Feb 2022 | $1.4B | $643.3M | $756.7M | 60 | 0 |
| Jan 2022 | $1.4B | $643.3M | $756.7M | 60 | 0 |
| Sep 2021 | $1.4B | $643.3M | $756.7M | 60 | 0 |
| Aug 2021 | $1.4B | $643.3M | $756.7M | 60 | 0 |
| Jul 2021 | $1.4B | $643.3M | $756.7M | 60 | 0 |
| May 2021 | $1.4B | $643.3M | $756.7M | 60 | 0 |
| Apr 2021 | $1.4B | $643.3M | $756.7M | 60 | 0 |
| Apr 2021 | $1.4B | $643.3M | $756.7M | 60 | 0 |
| Mar 2021 | $1.4B | $643.3M | $756.7M | 60 | 0 |
| Sep 2020 | $950.7M | $506M | $444.7M | 55 | 0 |
| Sep 2020 | $950.7M | $506M | $444.7M | 55 | 0 |
| Sep 2020 | $950.7M | $506M | $444.7M | 55 | 0 |
| Sep 2020 | $950.7M | $506M | $444.7M | 55 | 0 |
| Jun 2020 | $950.7M | $506M | $444.7M | 55 | 0 |
| Mar 2020 | $950.7M | $506M | $444.7M | 55 | 0 |
| Jan 2020 | $724.3M | $348.4M | $375.8M | 52 | 0 |
| Oct 2019 | $724.3M | $348.4M | $375.8M | 52 | 0 |
| Apr 2019 | $724.3M | $348.4M | $375.8M | 52 | 0 |
| Mar 2019 | $724.3M | $348.4M | $375.8M | 52 | 0 |
| Mar 2019 | $581.2M | $282.2M | $299M | 32 | 0 |
| Feb 2019 | $581.2M | $282.2M | $299M | 32 | 0 |
| Oct 2018 | $581.2M | $282.2M | $299M | 32 | 0 |
| Apr 2018 | $581.2M | $282.2M | $299M | 32 | 0 |
| Mar 2018 | $581.2M | $282.2M | $299M | 32 | 0 |
| Sep 2017 | $488.6M | $250M | $238.6M | 32 | 400 |
| Apr 2017 | $331.6M | $154.2M | $177.4M | 8 | 200 |
| Mar 2017 | $331.6M | $154.2M | $177.4M | 8 | 200 |
| Jul 2016 | $241.3M | $115.6M | $125.7M | 9 | 200 |
| May 2016 | $241.3M | $115.6M | $125.7M | 9 | 200 |
| Mar 2016 | $241.3M | $115.6M | $125.7M | 9 | 200 |
| Mar 2016 | $241.3M | $115.6M | $125.7M | 9 | 200 |
| Feb 2016 | $225M | $97.9M | $127M | 9 | 200 |
| Dec 2015 | $185.3M | $87.8M | $97.5M | 9 | 200 |
| Sep 2015 | $185.3M | $87.8M | $97.5M | 8 | 200 |
| Mar 2015 | $105.9M | $42.2M | $63.7M | 7 | 200 |
| Nov 2014 | $57.6M | $15.9M | $41.8M | 7 | 26 |
| Sep 2014 | $41.4M | $14.1M | $27.2M | 7 | 0 |
| Mar 2014 | $22.7M | $5.3M | $17.4M | 7 | 0 |
DateJun 2022
Total AUM$1.5B
Discretionary$946.3M
Non-Disc.$518.8M
Employees80
Clients0
DateApr 2022
Total AUM$1.5B
Discretionary$946.3M
Non-Disc.$518.8M
Employees80
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$946.3M
Non-Disc.$518.8M
Employees80
Clients0
DateFeb 2022
Total AUM$1.4B
Discretionary$643.3M
Non-Disc.$756.7M
Employees60
Clients0
DateJan 2022
Total AUM$1.4B
Discretionary$643.3M
Non-Disc.$756.7M
Employees60
Clients0
DateSep 2021
Total AUM$1.4B
Discretionary$643.3M
Non-Disc.$756.7M
Employees60
Clients0
DateAug 2021
Total AUM$1.4B
Discretionary$643.3M
Non-Disc.$756.7M
Employees60
Clients0
DateJul 2021
Total AUM$1.4B
Discretionary$643.3M
Non-Disc.$756.7M
Employees60
Clients0
DateMay 2021
Total AUM$1.4B
Discretionary$643.3M
Non-Disc.$756.7M
Employees60
Clients0
DateApr 2021
Total AUM$1.4B
Discretionary$643.3M
Non-Disc.$756.7M
Employees60
Clients0
DateApr 2021
Total AUM$1.4B
Discretionary$643.3M
Non-Disc.$756.7M
Employees60
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$643.3M
Non-Disc.$756.7M
Employees60
Clients0
DateSep 2020
Total AUM$950.7M
Discretionary$506M
Non-Disc.$444.7M
Employees55
Clients0
DateSep 2020
Total AUM$950.7M
Discretionary$506M
Non-Disc.$444.7M
Employees55
Clients0
DateSep 2020
Total AUM$950.7M
Discretionary$506M
Non-Disc.$444.7M
Employees55
Clients0
DateSep 2020
Total AUM$950.7M
Discretionary$506M
Non-Disc.$444.7M
Employees55
Clients0
DateJun 2020
Total AUM$950.7M
Discretionary$506M
Non-Disc.$444.7M
Employees55
Clients0
DateMar 2020
Total AUM$950.7M
Discretionary$506M
Non-Disc.$444.7M
Employees55
Clients0
DateJan 2020
Total AUM$724.3M
Discretionary$348.4M
Non-Disc.$375.8M
Employees52
Clients0
DateOct 2019
Total AUM$724.3M
Discretionary$348.4M
Non-Disc.$375.8M
Employees52
Clients0
DateApr 2019
Total AUM$724.3M
Discretionary$348.4M
Non-Disc.$375.8M
Employees52
Clients0
DateMar 2019
Total AUM$724.3M
Discretionary$348.4M
Non-Disc.$375.8M
Employees52
Clients0
DateMar 2019
Total AUM$581.2M
Discretionary$282.2M
Non-Disc.$299M
Employees32
Clients0
DateFeb 2019
Total AUM$581.2M
Discretionary$282.2M
Non-Disc.$299M
Employees32
Clients0
DateOct 2018
Total AUM$581.2M
Discretionary$282.2M
Non-Disc.$299M
Employees32
Clients0
DateApr 2018
Total AUM$581.2M
Discretionary$282.2M
Non-Disc.$299M
Employees32
Clients0
DateMar 2018
Total AUM$581.2M
Discretionary$282.2M
Non-Disc.$299M
Employees32
Clients0
DateSep 2017
Total AUM$488.6M
Discretionary$250M
Non-Disc.$238.6M
Employees32
Clients400
DateApr 2017
Total AUM$331.6M
Discretionary$154.2M
Non-Disc.$177.4M
Employees8
Clients200
DateMar 2017
Total AUM$331.6M
Discretionary$154.2M
Non-Disc.$177.4M
Employees8
Clients200
DateJul 2016
Total AUM$241.3M
Discretionary$115.6M
Non-Disc.$125.7M
Employees9
Clients200
DateMay 2016
Total AUM$241.3M
Discretionary$115.6M
Non-Disc.$125.7M
Employees9
Clients200
DateMar 2016
Total AUM$241.3M
Discretionary$115.6M
Non-Disc.$125.7M
Employees9
Clients200
DateMar 2016
Total AUM$241.3M
Discretionary$115.6M
Non-Disc.$125.7M
Employees9
Clients200
DateFeb 2016
Total AUM$225M
Discretionary$97.9M
Non-Disc.$127M
Employees9
Clients200
DateDec 2015
Total AUM$185.3M
Discretionary$87.8M
Non-Disc.$97.5M
Employees9
Clients200
DateSep 2015
Total AUM$185.3M
Discretionary$87.8M
Non-Disc.$97.5M
Employees8
Clients200
DateMar 2015
Total AUM$105.9M
Discretionary$42.2M
Non-Disc.$63.7M
Employees7
Clients200
DateNov 2014
Total AUM$57.6M
Discretionary$15.9M
Non-Disc.$41.8M
Employees7
Clients26
DateSep 2014
Total AUM$41.4M
Discretionary$14.1M
Non-Disc.$27.2M
Employees7
Clients0
DateMar 2014
Total AUM$22.7M
Discretionary$5.3M
Non-Disc.$17.4M
Employees7
Clients0