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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Dec. 1, 2019
    • $38.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 678
      Accounts
    • $56.7M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

9

name start date
Anthony Paul Vicari
March 2019
Quyen The Nguyen
May 2014
Christopher Robin Derry
February 2006
Michael John Ingoglia
February 2006
Nanci Meyer Fastre
February 2006

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Gold Hill Venture Lending Partners 03, LLC -- --
    Leerink Transformation Fund I Gp, LLC -- --
    Leerink Transformation Fund I Gp, Lp -- --
    Leerink Transformation Partners IAR $324,164,896
    Silicon Valley Bancventures, Inc. -- --
    Silicon Valley Bank -- --
    Spd Silicon Valley Bank Co., Ltd. -- --
    Sprout Endurance Partners, LLC -- --
    Svb Capital Partners Ii, LLC -- --
    Svb Capital Partners Iii, LLC -- --
    Svb Capital Partners Iv, LLC -- --
    Svb Capital Venture Overage, LLC -- --
    Svb Financial Group -- --
    Svb Growth Investors, LLC -- --
    Svb Leerink LLC Broker-Dealer $0
    Svb Strategic Investors Ii, LLC -- --
    Svb Strategic Investors Iii, LLC -- --
    Svb Strategic Investors Iv, LLC -- --
    Svb Strategic Investors Ix, LLC -- --
    Svb Strategic Investors LLC -- --
    Svb Strategic Investors Vi, LLC -- --
    Svb Strategic Investors Vii, LLC -- --
    Svb Strategic Investors Viii, LLC -- --
    Svb Strategic Investors, V, LLC -- --
    Svb Wealth Advisory, Inc. IAR $724,299,279
    Venture Capital Investment Management (Shanghai) Co Ltd -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Amena Piracha Secretary August, 2015 less than 5%
      Darcey Noel Hall Anti-Money Laundering Officer February, 2016 less than 5%
      Lauri Lynn Moss Director May, 2011 less than 5%
      Jeffrey Naylor Schnitz Director September, 2011 less than 5%
      Ninh Danh Chung President, Ceo And Director March, 2019 less than 5%
      William Stevenson Director March, 2019 less than 5%
      James Dennis Mccarron Chief Compliance Officer November, 2019 less than 5%
      Karen Hon Director November, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Other