# SVB Wealth

SVB Wealth is a Multi Family Office based in Boston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Santa Clara, CA, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** svb.com

## Regulatory record

- **CRD number:** 172832
- **SEC file number:** 801-80480
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172832

## About

SVB WEALTH is an SEC-registered investment adviser in Boston, MA, registered since 2014. The firm manages $3.1 billion in assets and $3.0 billion on a discretionary basis. It has 73 employees and 36 investment advisers.

## Sectors

- Private Credit
- Venture Capital
- Technology
- Life Science
- Real Estate
- Hedge Funds

## People

- Anurag Rana — Head of SVB Wealth
- David D. Abokhair — Head of SVB Wealth

## Questions

### Who leads investment decisions at SVB Wealth?

Anurag Rana and David D. Abokhair have both held the role of Head of SVB Wealth since the firm's 2023 launch. Rana previously led SVB Capital's private equity efforts; Abokhair came from SVB's private banking division.

### How does SVB Wealth source proprietary deal flow?

The firm leverages its parent bank's lending relationships with thousands of venture-backed companies and life-science firms. That network provides early visibility into growth-stage financing needs, IPOs, and secondary transactions before they hit the broader market.

### Does SVB Wealth participate in fund commitments or only direct deals?

Both. The firm commits capital to external venture and private equity funds for clients, while also sourcing direct co-investments and private credit deals through the SVB Innovation Credit Fund and similar vehicles.

### What investment stages does SVB Wealth typically target?

The firm focuses on growth-stage and late-stage venture investments, direct lending to private companies, and secondary market purchases of venture-backed company shares. It also allocates to hedge funds and real estate.

### How is SVB Wealth related to SVB Capital?

SVB Wealth is a separate entity from SVB Capital, the venture capital arm of Silicon Valley Bank. SVB Capital was acquired by Brookfield Asset Management in a separate transaction during the 2023 receivership. SVB Wealth remained with First Citizens Bank.

## Related profiles

- [Steeprock Capital](https://altss.com/profile/steeprock-capital)
- [DBAY Advisors Limited](https://altss.com/profile/dbay-advisors-limited)

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Last updated: 2026-07-06T01:24:26.345Z

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