Sb Investment Advisers (US) INC.
Menlo Park, CA·SEC-registered · CRD #286323
Sb Investment Advisers (US) INC. is an SEC-registered investment advisory firm in Menlo Park, CA managing $53B across 1 client accounts, with 67 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$53B
Client accounts
1
Advisory staff
67
Fee model
Fee-only
How Sb Investment Advisers (US) INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Sb Investment Advisers (US) INC.
How much does Sb Investment Advisers (US) INC. manage?
Per its most recent SEC Form ADV filing (06/24/2026), Sb Investment Advisers (US) INC. reports $53B in regulatory assets under management across roughly 1 client accounts.
How does Sb Investment Advisers (US) INC. charge?
Sb Investment Advisers (US) INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sb Investment Advisers (US) INC. a fiduciary?
Yes. Sb Investment Advisers (US) INC. is registered with the U.S. Securities and Exchange Commission (CRD #286323), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sb Investment Advisers (US) INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sb Investment Advisers (US) INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Menlo Park, CA
Profile compiled from Sb Investment Advisers (US) INC.'s public SEC Form ADV filing (CRD #286323, filed 06/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sb Investment Advisers (US) INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sb Investment Advisers (US) INC.? Claim this profile.