SB INVESTMENT ADVISERS (US) INC.
Adviser information for SB INVESTMENT ADVISERS (US) INC. last updated from Form ADV on June 29th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | MARCH |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 268 |
|---|---|
| Investment Advisory/Research | 102 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $65.9B |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $65.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $65.9B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
300 EL CAMINO REAL, BUILDING 2MENLO PARK
CA
United States
Monday - Friday, 9 A.M. TO 5 P.M. PST
Tel: 650-562-8211, Fax: None
Chief Compliance Officer
CASEY ROGERS
300 EL CAMINO REAL, BUILDING 2
MENLO PARK
CA
United States
Tel:
650-562-8211
S**************@***********M
(Full email address available in API data)
Industry Affiliates
| FORTRESS INVESTMENT GROUP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| SB GLOBAL ADVISERS LTD | Other investment adviser, including financial planners |
| SB INVESTMENT ADVISERS (HK) LIMITED | Other investment adviser, including financial planners |
| SB INVESTMENT ADVISERS (UK) LIMITED | Other investment adviser, including financial planners |
| SB PV GP LP | Sponsor, GP, manager of pooled investment vehicles |
| SBIA (AD) LIMITED | Other investment adviser, including financial planners |
| SBIA (KSA) LLC | Other investment adviser, including financial planners |
| SBIA (SINGAPORE) PTE. LTD. | Other investment adviser, including financial planners |
| SBIA MANAGEMENT CONSULTANCY (SHANGHAI) CO., LTD. | Other investment adviser, including financial planners |
| SBLA ADVISERS CORP. | Other investment adviser, including financial planners |
| SOFTBANK, INC. | Other investment adviser, including financial planners |
| SVF GP (JERSEY) LIMITED | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| SVF II GP (JERSEY) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| SVF INVESTMENT ADVISERS (INDIA) PRIVATE LIMITED | Other investment adviser, including financial planners |
| SVF TRIANGLE (JERSEY) GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SOFTBANK VISION FUND L.P. | Private Equity Fund | $54,493.8M | $0.0M | 14 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SOFTBANK GROUP CORP. | Foreign Entity | – | SHAREHOLDER | 12/2016 | > 75% |
| GOVIL, NAVNEET, (NMN) | Individual | – | CHIEF FINANCIAL OFFICER | 12/2016 | < 5% |
| SANCHEZ-BARRY, AMANDA, ROSE | Individual | – | GENERAL COUNSEL | 09/2022 | < 5% |
| ROGERS, CASEY, ANN | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2022 | < 5% |