Silicon Valley Bank
$1.7B reported client assets across 4 advisory firms in FY2021 annual amendments
Reported client assets over time
$135M
$1.6B
2018
2021
Same-firm comparison: 2 firms that reported Silicon Valley Bank in both FY2020 and FY2021 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2018 is shown but partial — only FY2018: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Lgt Capital Partners (Usa) Inc. | $1.5B | $15.7B | 9.3% | 03/30/2022 |
| Highvista Private Capital Management Llc | $112M | $5.7B | 2.0% | 03/28/2022 |
| C Bridge Capital Llc | $93.0M | $3.2B | 2.9% | 03/28/2022 |
| Laramar Multi Family Value Manager, Llc | $1.1M | $2.5B | 0.0% | 03/31/2022 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.