Sb Vision Advisers Us, Inc. (San Carlos)

Sb Vision Advisers Us, Inc. is a large advisory firm based in San Carlos. It manages $93.15 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of California.

Sb Vision Advisers Us provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sb Vision Advisers Us: assets under management

The assets under management (AUM) of Sb Vision Advisers Us, Inc. is $93.15 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $93.15 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $93.15 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sb Vision Advisers Us, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sb Vision Advisers Us, Inc.

Jonathan Keith Bullock has been acting as President since 1 Dec 2016. Aidan Hugh O'connor joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Softbank Group Corp.	Shareholder	1 Dec 2016	75% - 100%	foreign
Brian Clayton Wheeler	Chief compliance officer and general counsel	1 Dec 2016	Other	6740740
Ronald David Fisher	President and chief executive officer	1 Dec 2016	Other	6049507
Navneet (Nmn) Govil	Chief financial officer	1 Dec 2016	Other	6678753
Jonathan Keith Bullock	Director	1 Dec 2016	Other	5980377
Alok (Nmn) Sama	Director	1 Dec 2016	Other	1920750
Aidan Hugh O'connor	Chief compliance officer	1 May 2017	Other	6606154
Rajeev (Nmn) Misra	President and chief executive officer	1 May 2017	Other	2169578

Based in San Carlos

The principal office where Sb Vision Advisers Us, Inc. performs its advisory services is located at 1 Circle Star Way, 4 F, San Carlos, CA 94070, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.