Clients
SB Investment Advisers (us) serves 1 clients. The average client has about $53.5 billion with the firm.
- Pooled investment vehicles1 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 1 | $53,472,500,786 | 100.0% | $53.47B |
| Total | 1 | $53,472,500,786 | 100% | $53.47B |
- Clients
- 1
- Regulatory AUM
- $53,472,500,786
- Share
- 100.0%
- Avg. per client
- $53.47B
Total
- Clients
- 1
- Regulatory AUM
- $53,472,500,786
- Share
- 100%
- Avg. per client
- $53.47B
What it does
SB Investment Advisers (us) provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
SB Investment Advisers (us) advises 1 private funds.
100.0% of assets ($53.47B across 1 account) are managed with discretion. 100% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
SB Investment Advisers (us) has custody of $42.02B for 1 clients.
- All other custodians$53.47B100%
Ownership and leadership
Softbank Group Corp. owns 75% or more of SB Investment Advisers (us).
- Owns 75% or more of SB Investment Advisers (us) Inc.
Softbank Group Corp.
Control person · since December 2016
Leadership
- Alex ClavelCEO, President, Secretary
- Casey RogersChief Compliance Officer
- Amanda Sanchez-BarryGeneral Counsel
Staff
- 194 employees
- 67 in advisory functions
Reported holdings
SB Investment Advisers (us)’s reported 13F holdings total $7.66B across 9 positions, and the ten largest make up 100.0% of it.
- $7.66B
- Reported 13F value
- 9
- Positions
- 100.0%
- In the 10 largest
- −0.9%
- Value vs. prior quarter
- Coupang Inc. · CL A65.6%
- Grab Holdings Limited · Class A Ord19.8%
- Relay Therapeutics Inc.6.8%
- Compass Inc. · CL A3.5%
- Vir Biotechnology Inc.1.5%
- Aurora Innovation Inc. · Class A1.3%
- Energy Vault Holdings Inc.1.0%
- Full Truck Alliance CO Ltd · Sponsored ADS0.6%
- Ginkgo Bioworks Holdings Inc. · CL A New0.1%
Together, the ten largest are 100.0% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $7.66B is not its $53.47B in regulatory assets and does not represent any individual client's portfolio.
Fees
SB Investment Advisers (us) is paid through a percentage of assets under management and performance-based fees.
SB Investment Advisers (us)’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, SB Investment Advisers (us) has 10 offices, with 3 listed addresses across 3 states.
California · 1 listed address
- 300 El Camino Real, Building 2, Menlo ParkHQ
Florida · 1 listed address
- 1441 Brickell Ave, Miami
New York · 1 listed address
- 450 Park Avenue, New York
Registration details
- Legal name
- SB Investment Advisers (us) Inc.
- Headquarters
- 300 El Camino Real, Building 2, Menlo Park, CA 94025-5239
- Phone
- 650-562-8211
- Website
- Not reported
- SEC file
- 801-108927
- Structure
- Delaware corporation
- Fiscal year end
- March
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does SB Investment Advisers (us) have?
SB Investment Advisers (us) has 1 clients and manages $53.5 billion for them, as of June 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 June 2026
What services does SB Investment Advisers (us) offer?
SB Investment Advisers (us) provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does SB Investment Advisers (us) have?
SB Investment Advisers (us) has 0 investment adviser representatives registered with state securities authorities, out of 194 employees, and 67 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns SB Investment Advisers (us)?
SB Investment Advisers (us)’s direct owner is Softbank Group Corp. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 June 2026
How does SB Investment Advisers (us) get paid?
SB Investment Advisers (us) is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
