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Anthony Paul Vicari

Svb Asset Management

Boston, MA

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Current Employers
Svb Asset Management

222 2Nd Street, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-05-29
CA RA APPROVED 2019-03-06
  • MA RA
    APPROVED
    Since 2024-05-29
  • CA RA
    APPROVED
    Since 2019-03-06

Branch Locations

53 State Street 28Th Floor, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tetrad Capital Llc Los Angeles CA 01/2015 11/2017
Pentad Financial Services, Llc Santa Ana CA 12/2014 11/2017
Wycote, Inc Brea CA 06/2017 11/2017
Svb Asset Management San Francisco CA 12/2017 Present
Silicon Valley Bank Santa Clara CA 12/2017 Present
  • 01/2015 → 11/2017
    Tetrad Capital Llc
    Los Angeles, CA
  • 12/2014 → 11/2017
    Pentad Financial Services, Llc
    Santa Ana, CA
  • 06/2017 → 11/2017
    Wycote, Inc
    Brea, CA
  • 12/2017 → Present
    Svb Asset Management
    San Francisco, CA
  • 12/2017 → Present
    Silicon Valley Bank
    Santa Clara, CA
Previous Registrations
  • 2015-01-09 → 2017-11-20
    Tetrad Capital Llc
    Santa Ana, CA
  • 2013-06-20 → 2014-10-06
    Fisher Investments
    Santa Ana, CA
    Plano, TX
  • 2012-06-01 → 2013-07-24
    Defined Retirement Solutions, Llc
    Santa Ana, CA
  • 2007-10-24 → 2011-10-12
    Capital Advisors Group, Inc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-08
S63 Uniform Securities Agent State Law Examination 1988-05-17
  • S65 Uniform Investment Adviser Law Examination
    2007-10-08
  • S63 Uniform Securities Agent State Law Examination
    1988-05-17
Other Names
  • Anthony P Vicari

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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