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Silicon Valley Capital Partners, L.P.

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Client assets under management

$1,246,185,009

Clients

513

66% high-net worth

Advisors

4

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

128

Very High

Average account size

$2,429,211

About

Silicon Valley Capital Partners, L.P. provides discretionary investment management along with financial planning and consulting to individuals, trusts, charitable organizations, corporations and other business entities. The firm manages client portfolios across equity and fixed income securities and may advise on legacy positions or annuity transfers as part of its services.

SVCP’s investment process emphasizes a top-down macroeconomic framework combined with bottom-up valuation and proprietary momentum indicator models, documented in its biannual proprietary research report, Where Are We Now. The firm tailors portfolios to clients’ risk tolerance, time horizon and liquidity needs and integrates its research into ongoing client reviews and meetings.

Compared with many team advisers, SVCP manages a relatively large asset base with approximately $1.288 billion in discretionary AUM across four advisors, a concentration that is uncommon for its peer group. The firm also publishes and uses proprietary research in client communications and, per its disclosures, maintains a marketing approach that includes endorsements and a custodial relationship with Fidelity that provides software and operational support.

Client services

Financial planning Portfolio management

Expertise

Wealth management Annuities

Fee options

Percentage

0.40% – 1.00% annually, tiered based on portfolio size and services rendered

Other

Minimum fee: Account closure fee of $500 if account is closed before one-year anniversary

Main office location

Silicon Valley Capital Partners, L.P.

1731 Technology Drive, Suite 810

San Jose CA 95110, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Illinois · Nevada · New York · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher C

Series 63

San Jose, CA

Silicon Valley Capital Partners, L.P.

Christopher Combs is a financial advisor with Silicon Valley Capital Partners, L.P. in San Jose, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Silicon Valley Capital Partners since 2002. Silicon Valley Capital Partners provides discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm manages approximately $1.08 billion in assets and uses a combination of top-down macroeconomic analysis, bottom-up valuation, and proprietary momentum models in its investment process.

Wealth management Annuities
user avatar

Cynthia C

Series 63, Series 65

San Jose, CA

Silicon Valley Capital Partners, L.P.

Cynthia Combs is a financial advisor at Silicon Valley Capital Partners, L.P. in San Jose, CA, with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Silicon Valley Capital Partners since 2017, following four years at TalentSky Inc. Silicon Valley Capital Partners provides discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm manages approximately $1.08 billion in assets and employs a combined top-down and bottom-up investment approach, integrating proprietary research and momentum models into portfolio management.

Wealth management Annuities
user avatar

Deana M

Series 65

San Jose, CA

Silicon Valley Capital Partners, L.P.

Deana Moncayo is an advisor at Silicon Valley Capital Partners, L.P., holding a Series 65 designation. She has experience working with private ultra-high-net-worth individuals and spent nine years at Wade Financial Advisory, Inc. Outside of her advisory roles, she has spent time in homemaking. Silicon Valley Capital Partners provides discretionary investment management, financial planning, and consulting to individuals, trusts, charitable organizations, corporations, and other business entities. The firm combines macroeconomic analysis with proprietary models and valuation work to tailor portfolios primarily in equities and fixed income according to client risk tolerance and liquidity needs.

Wealth management Annuities
user avatar

Alison C

Series 63, Series 65

San Jose, CA

Silicon Valley Capital Partners, L.P.

Alison Cornwell is a financial advisor at Silicon Valley Capital Partners, L.P. in San Jose, CA, holding Series 63 and Series 65 licenses with six years of industry experience. She has worked at Silicon Valley Capital Partners since 2022 and spent ten years at Rebalance prior to that. Silicon Valley Capital Partners provides discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm manages approximately $1.08 billion in assets and combines a top-down macroeconomic framework with bottom-up valuation and proprietary momentum indicators in its investment process.

Wealth management Annuities
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