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Aaron Garth Gershenberg

SVB CAPITAL MANAGEMENT, LLC·MENLO PARK, California
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2770 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 7893083Firm CRD# 326747
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About

Aaron Garth Gershenberg is a registered financial advisor based in MENLO PARK, California, affiliated with SVB CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SVB CAPITAL MANAGEMENT, LLC
SVB CAPITAL
AUM
$12.2B
Regulatory assets under management
Employees
54
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7893083
Firm CRD# 326747
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Aaron Garth Gershenberg offer?
Aaron Garth Gershenberg specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Aaron Garth Gershenberg's credentials?
Aaron Garth Gershenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Garth Gershenberg located?
Aaron Garth Gershenberg is based in MENLO PARK, California, working with SVB CAPITAL MANAGEMENT, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Aaron Garth Gershenberg charge for services?
Aaron Garth Gershenberg's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SVB CAPITAL MANAGEMENT, LLC?
SVB CAPITAL MANAGEMENT, LLC has approximately 54 employees and manages $12.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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