Sb Investment Advisers (Us) Inc. (San Carlos)
Sb Investment Advisers (Us) Inc. is a large advisory firm based in San Carlos. It manages $113.09 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of California.
Sb Investment 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 Investment Advisers (Us): assets under management
The assets under management (AUM) of Sb Investment Advisers (Us) Inc. is $113.09 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and $113.09 billion of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Sb Investment 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.
What kind of clients Jonathan Olof Bullock serves?
The only and largest group of clients of Jonathan Olof Bullock is pooled investment vehicles with 2 clients and $113.09 billion of assets under management. Among the 9 most similar advisory firms, Sb Investment Advisers (Us) has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $113.09 billion for 2 clients. 100% of the firm’s clients are foreign persons or businesses.
Sb Investment Advisers (Us) also advises several private funds. Namely, two private equity funds.
Careers at Sb Investment Advisers (Us) Inc.
The company employs 142 people that are either part- or full-time employees. 37 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jonathan Olof 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
Based in San Carlos
The principal office where Sb Investment 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. An additional office of the firm is in Newton, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-562-8211. The normal business hours are 9 a.m. to 5 p.m. pt on Monday - Friday. You can find more information about the New York firm at softbank-ia.com.
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