Director · SVB Asset Management
William Stevenson
CRD 7091639 · Named on Form ADV at one SEC-registered adviser
At a glance
SVB Asset Management, an SEC-registered asset manager based in SAN Francisco, CA with $32.3 billion in regulatory assets, lists William Stevenson on its Form ADV as Director, a control person.
Firms and roles
- SVB Asset ManagementDirectorAsset manager · SAN Francisco, CA · $32B in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Patricia C. KaoPresident, CEO and Director, SVB Asset Management
- Michael W. IdolAnti-Money Laundering Officer, SVB Asset Management
- Peter M. BristowDirector, SVB Asset Management
- Jeff M. WardDirector, SVB Asset Management
- Michael R. YoungDirector, SVB Asset Management
1 more person named with William on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.