Silicon Valley Capital Partners, L.P

CRD#125114
Investment Advisor Firm

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Learn more about Silicon Valley Capital Partners, L.P

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Silicon Valley Capital Partners, L.P operates as a financial advisor company based in San Jose, California. The firm handles $634.2 million in assets under management over 1,300 client accounts, placing it among the larger firms in the United States by assets under management (AUM). It has a small group, including 3 financial advisors. Silicon Valley Capital Partners, L.P does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as options, bonds and equities.

    Silicon Valley Capital Partners, L.P manages all of the firm's accounts in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make buy and sell decisions for the client's account without requiring the client's permission. The company's typical account size is $487,870. The average advisor at Silicon Valley Capital Partners, L.P manages about 433 client accounts.

    The company's central office is located at 1731 Technology Drive, San Jose, California 95110. Silicon Valley Capital Partners, L.P is permitted to serve clients across a number of states, including California, Illinois, Oregon and Texas.

    Assets Under Management

    $634.2 million

    Number of Advisors

    3

    Disclosures

    No

    Office Location

    1731 Technology Drive
    San Jose, CA 95110

    Silicon Valley Capital Partners, L.P by the Numbers

    Total Assets Under Management

    $634.2 million

    National Average: $8.6 billion
    Total Number of Employees

    6

    National Average: 64
    Total Number of Accounts

    1,300

    National Average: 375,227
    Average Account Size

    $487.9 thousand

    National Average: $23.0 thousand
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    Products and Services

    Silicon Valley Capital Partners, L.P provides a number of financial services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. In the past financial year, the firm provided financial planning services to 251-500 of its clients. It is not involved in selling products or offering services other than investment advisory services to its investment advisory customers.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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    Fee Structure

    A financial advisor's fees largely vary depending on the financial services provided. Fees charged by Silicon Valley Capital Partners, L.P typically consist of the following fee structure: asset-based. The company does not supply a wrap fee program, in which the company offers a service bundle for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    Silicon Valley Capital Partners, L.P caters to retail investors, high net worth investors and corporations. Out of its 1,300 accounts, Silicon Valley Capital Partners, L.P's largest client by number of accounts is high net worth investors, but it also manages money for 235 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's clients are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 51.99%
    • Other Individuals - 46.46%
    • Corporations - 1.55%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Silicon Valley Capital Partners, L.P does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Silicon Valley Capital Partners, L.P

    Alison Cornwell
    San Jose, CA
    Oksana Yuzefovich
    San Jose, CA
    Christopher Combs
    San Jose, CA

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