Securities-Based Lending

Liquidity options for your financing needs.

We provide access to liquidity without disrupting your long-term investment strategy — plus, low-cost financing options and a quick, efficient process.
Differentiated expertise
Access to liquidity

Access and optimize the funding you need while preserving your investment plan.

Tenured expertise

Our experienced team provides advice to help you make a choice to fit your unique situation.

Flexibility on your terms

A partner to make liquidity accessible without disrupting your wealth plan.

Interested in learning more? How can we reach you?

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Additional notes regarding your inquiry.

Our thinking

Financing insights from our thought leaders.

Leveraging your investment portfolio*

Creative ways to find liquidity in times of opportunity.

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CO Security Based Lending Module 5@ 1 x

More insight

Other ideas from our team of experts.

Short-term liquidity options: What are your choices?

When you need cash—to seal a real estate deal, manage one of life’s “not-so-little” emergencies, or pay for a wedding or a once-in-a-lifetime vacation—what’s the best course of action?

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CO Security Based Lending Module 6@ 1 x
How we help
You have opportunities; we’ll help you determine which solutions are a good fit.
Bank lines of credit

A static line of credit provides you with liquidity to fund your short-term goals while keeping your long-term investment strategy intact.

Concentrated stock lines of credit

Using a portion of your portfolio as collateral can create liquidity, potentially at a premium to other securities-backed lending arrangements, if certain conditions are met.

Restricted stock lines of credit

Established in conjunction with a 10b5-1 plan, this credit arrangement can be a way to unlock the value from portions of your compensation.

Integrated leverage
Discover how the right lending solution fits into your full wealth plan.
Investment management*

Holistic strategies designed to maximize the opportunity to meet your long- and short-term goals.

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Tax planning

Your holistic wealth plan must be grounded in the most current strategies for minimizing taxes. Our in-house tax experts review your goals against the latest tax policy and use their experience to advise you on transactions, estate matters, and more.

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Philanthropic giving

Build a strategy for giving that aligns with your values and your overall wealth plan.

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Private stock management

Help navigating the challenges of owning private stock so you can make informed decisions as part of your overall wealth picture.

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Wealth planning

A consultative approach to planning that’s completely centered around your needs.

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Trusts & fiduciary services

Advice-driven estate planning to underpin your holistic wealth strategy at every stage of your life.

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Custom lending

An advice-driven approach to unique borrowing situations, tailored to meet your goals and needs.

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You're creating the future. We're here to help you with your financial goals.

Keeping pace with change means being prepared. We can help. SVB Private serves today’s innovators and investors like you to develop a fresh, holistic approach to your financial life and legacy.

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We’re here to build a collaborative partnership.

Communication and connectivity are at the heart of everything we’ll accomplish together.

Get to know us

Individuals and families are different

We collaborate to arrive at a deep understanding of what drives you. With a holistic approach, we can help you grow and protect your wealth and legacy at every stage of your journey by considering your complete picture.

More ways we help







Ready to see how we can help you?

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SVB Pattern

All loans are subject to underwriting, credit, and collateral approval. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs and underwriting policies subject to change without notice. This is not a commitment to lend. Terms and conditions apply.