# SVB INVESTMENT SERVICES INC.

SVB INVESTMENT SERVICES INC. of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 168116
- Type: SEC-registered investment adviser
- SEC file number: 801-78209
- Location: 505 HOWARD STREET, THIRD FLOOR, SAN FRANCISCO, CA, 94105
- Phone: 415-764-3145
- Latest filing: 2022-06-30
- Regulatory AUM: $1.5B
- Discretionary AUM: $946.3M
- Non-discretionary AUM: $518.8M
- Clients: 80
- Accounts: 1,816

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| MCCARRON JAMES DENNIS | CCO, BROKER-DEALER AND PFO AND POO; CCO, BROKER-DEALER/RIA AND PFO AND POO; CHIEF COMPLIANCE OFFICER, BROKER-DEALER | — |
| MATTERA RICHARD JOSEPH | FINOP, BROKER-DEALER | — |
| GRAHAM JULIE ANN | DIRECTOR | — |
| UTSCHIG JOHN GARY | CHIEF COMPLIANCE OFFICER | — |
| HUSAIN KAMRAN FOUAD | DIRECTOR; DIRECTOR, CFO | — |
| SCHNITZ JEFFREY NAYLOR | DIRECTOR; PRESIDENT AND DIRECTOR | — |
| LEUNG SHIRLEY JANE | DIRECTOR, CIO | — |
| CHINA JOHN DIEGO | DIRECTOR | — |
| PIRACHA AMENA | SECRETARY | — |
| Cheung Wendy W | AML OFFICER | — |
| ALMY MAURA S | DIRECTOR | — |
| CASE JOHN SCOTT | DIRECTOR | — |
| LANDES PAMELA GAIL | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISOR | — |
| BUTLER YVETTE SADLER | DIRECTOR; DIRECTOR/ PRESIDENT AND CEO; DIRECTOR/PRESIDENT & CEO (1/2019) (+1 more) | — |
| SIMONS PAUL MICHAEL | DIRECTOR | — |
| DECHELLIS ANTHONY NMN | DIRECTOR, PRESIDENT/CEO | — |
| CHEONG AMY LAI MUI | CFO | — |
| HON KAREN MS | DIRECTOR | — |
| SCOGGINS WILLIAM | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168116/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168116/similar
- Related entities: https://search.stillhousedata.com/firm/168116/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168116

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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.