San Jose, CA S Winchester Blvd Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Silicon Valley Capital Partners, L.P.
Team
Firm-wide stats for Silicon Valley Capital Partners, L.P.
Clients per advisor
103 Very HighAvg AUM per client
$2,429,211 Very HighHNW client ratio
66% Very HighAbout
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.
Location
560 S Winchester Blvd
San Jose CA 95128
Advisors at this office
1
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