Sivest Group, Incorporated (San Jose)

Sivest Group, Incorporated is an investment adviser to an investment company based in San Jose. It manages $197 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.

Sivest Group, Incorporated provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sivest Group, Incorporated: assets under management

The assets under management (AUM) of Sivest Group, Incorporated is $197 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $197 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $49.25 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sivest Group, Incorporated for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sivest Group, Incorporated

Kevin Michael Landis has been acting as President since 1 May 2009. Omar Noorudin Billawala joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kevin Michael Landis	President/director/ceo/portfolio manager, chief compliance officer	1 May 2009	75% - 100%	3181542
Kelvin Karfun Leung	Managing director, general counsel & chief compliance officer	1 Jul 2009	Other	4258407
Omar Noorudin Billawala	Chief operating officer	1 Feb 2010	Other	4359871

Based in San Jose

The principal office where Sivest Group, Incorporated performs its advisory services is located at 150 Almaden Blvd, San Jose, CA 95113, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.