Silicon Valley Capital Partners, L.p.

Silicon Valley Capital Partners, L.P. is an SEC registered investment adviser established in July 2003, with $1,083,848,650 in assets under management as of December 31, 2024. The firm offers investment management services on a discretionary basis, tailoring portfolios to individual client needs by allocating assets among equity and fixed income securities. Additionally, SVCP provides financial planning and consulting services covering various areas such as retirement planning, estate planning, and risk management. Clients are required to enter into agreements outlining the advisory relationship terms. SVCP charges an annual fee based on assets under management, ranging from 0.40% to 1.00%. Clients may impose restrictions on account management, and SVCP may negotiate fees based on specific criteria. The firm does not provide performance-based fees and serves individuals, trusts, corporations, and charitable organizations. Investment strategies include macroeconomic analysis and diversified portfolio management. SVCP exercises investment discretion, allowing for decision-making on securities transactions without client consent. The firm does not vote client securities and does not disclose financial information as it meets regulatory requirements. Clients receive account statements directly from custodians and are encouraged to review them for accuracy.