Silicon Valley Capital Partners, L.P.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,246,185,009
Clients
513
Advisors
5
across 2 offices
About
Silicon Valley Capital Partners, L.P. provides discretionary investment management along with financial planning and consulting to individuals, trusts, charitable organizations, corporations and other business entities. The firm manages client portfolios across equity and fixed income securities and may advise on legacy positions or annuity transfers as part of its services.
SVCP’s investment process emphasizes a top-down macroeconomic framework combined with bottom-up valuation and proprietary momentum indicator models, documented in its biannual proprietary research report, Where Are We Now. The firm tailors portfolios to clients’ risk tolerance, time horizon and liquidity needs and integrates its research into ongoing client reviews and meetings.
Compared with many team advisers, SVCP manages a relatively large asset base with approximately $1.288 billion in discretionary AUM across four advisors, a concentration that is uncommon for its peer group. The firm also publishes and uses proprietary research in client communications and, per its disclosures, maintains a marketing approach that includes endorsements and a custodial relationship with Fidelity that provides software and operational support.
Client services
Expertise
Fee options
0.40% – 1.00% annually, tiered based on portfolio size and services rendered
Minimum fee: Account closure fee of $500 if account is closed before one-year anniversary
Main office
See office1731 Technology Drive
San Jose CA 95110
Advisors at this office
4
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Illinois · Nevada · New York · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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