# SVB ASSET MANAGEMENT

SVB ASSET MANAGEMENT of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 124567
- Type: SEC-registered investment adviser
- SEC file number: 801-61674
- Location: 222 2ND STREET, SAN FRANCISCO, CA, 94105
- Phone: 866-719-9117
- Latest filing: 2026-03-30
- Regulatory AUM: $32.3B
- Discretionary AUM: $32.3B
- Clients: 24
- Accounts: 458

## Business model

- Compensation: % of AUM, Other
- Clients served: Pooled vehicles

## Officers, owners & control persons (51)

_Showing 25 of 51 people._

| Name | Role | Location |
| --- | --- | --- |
| William Stevenson | DIRECTOR | Waltham, MA |
| Alisha Danielle Gettys | CHIEF COMPLIANCE OFFICER | — |
| Patricia Chienfang Kao | PRESIDENT, CEO AND DIRECTOR | — |
| Michael Wade Idol | ANTI-MONEY LAUNDERING OFFICER | — |
| Peter Mcdonald Bristow | DIRECTOR | — |
| Jeff Michael Ward | DIRECTOR | — |
| Michael Robert Young | DIRECTOR | — |
| MOSS KATHERINE LYNN | DIRECTOR; PRESIDENT & CEO, DIRECTOR | — |
| WILCOX KENNETH PARMALEE | DIRECTOR | — |
| WAGNER TOM ROBERT | DIRECTOR | — |
| JENKINS-STARK JACK FRANCIS | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, DIRECTOR | — |
| MAHON WILLIAM BRIAN | CHIEF COMPLIANCE OFFICER | — |
| DEAN ADAM CHARLES | PRESIDENT; PRESIDENT/DIRECTOR | — |
| MCCARRON JAMES DENNIS | CHIEF COMPLIANCE OFFICER | — |
| SELFRIDGE MICHAEL DAVID | DIRECTOR | — |
| BECKER GREGORY WAYNE | DIRECTOR | — |
| WALLACE DREW E | DIRECTOR | — |
| ANDERSON JAMES EVERT | CHIEF INVESTMENT OFFICER; PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| VERISSIMO MARC JOSEPH | ACTING CHIEF FINANACIAL OFFICER; ACTING CHIEF FINANACIAL OFFICER, DIRECTOR; DIRECTOR | — |
| WITTE DEREK PAUL | CORPORATE SECRETARY | — |
| DESCHENEAUX MICHAEL RICHARD | DIRECTOR | — |
| MORGAN JOSEPH WADE | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND DIRECTOR | — |
| UTSCHIG JOHN GARY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & ANTI-MONEY LAUNDERING | — |
| GROSJEAN CLAIRE ELISABETH | CHIEF FINANCIAL OFFICER | — |
| HUSAIN KAMRAN FOUAD | DIRECTOR; DIRECTOR AND CHIEF FINANCIAL OFFICER | — |


## Branch offices (14)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SALT LAKE CITY | UT | 2 | 801-977-3600 |
| BOSTON | MA | 2 | 617-350-8100 |
| SALT LAKE CITY | UT | 2 | 801-977-3600 |
| BOSTON | MA | 2 | 617-350-8100 |
| — | — | 1 | 215-219-0476 |
| CHICAGO | IL | 1 | 312-704-9510 |
| — | — | 1 | 215-219-0476 |
| CHICAGO | IL | 1 | 312-704-9510 |
| IRVINE | CA | 1 | 949-754-0800 |
| CHARLOTTE | NC | 1 | 704-338-4000 |
| SANTA CLARA | CA | 1 | 408-654-7400 |
| IRVINE | CA | 1 | 949-754-0800 |
| CHARLOTTE | NC | 1 | 704-338-4000 |
| SANTA CLARA | CA | 1 | 408-654-7400 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124567/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124567/similar
- Related entities: https://search.stillhousedata.com/firm/124567/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124567

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.