Overview
Assets Under Management: $1.1 billion
Headquarters: SAN JOSE, CA
High-Net-Worth Clients: 220
Average Client Assets: $4 million
Frequently Asked Questions
SILICON VALLEY CAPITAL PARTNERS, L.P. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125114), SILICON VALLEY CAPITAL PARTNERS, L.P. is subject to fiduciary duty under federal law.
SILICON VALLEY CAPITAL PARTNERS, L.P. is headquartered in SAN JOSE, CA.
SILICON VALLEY CAPITAL PARTNERS, L.P. serves 220 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, SILICON VALLEY CAPITAL PARTNERS, L.P. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SILICON VALLEY CAPITAL PARTNERS, L.P. manages $1.1 billion in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, SILICON VALLEY CAPITAL PARTNERS, L.P. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 220
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.84
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,523
Discretionary Accounts: 1,523
Regulatory Filings
CRD Number: 125114
Last Filing Date: 2025-02-28 00:00:00
Website: https://svcp.com