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DM

Deana L. Moncayo

SILICON VALLEY CAPITAL PARTNERS, L.P.
SAN JOSE, CA 95110
Some features on this profile are disabled
CRD#: 8040843
DM

Professional summary

Deana L. Moncayo is a registered financial advisor currently at SILICON VALLEY CAPITAL PARTNERS, L.P. located in San Jose, California.

Deana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Deana has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deana L. Moncayo's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 5, 2025 - Present

SILICON VALLEY CAPITAL PARTNERS, L.P.

Office #1: 1731 Technology Drive Suite 300 And 400, San Jose, CA 95110
RIA
CRD#: 125114
SAN JOSE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SV
SILICON VALLEY CAPITAL PARTNERS, L.P.
SILICON VALLEY CAPITAL PARTNERS, L.P.

CRD#: 125114 / SEC#: 801-62004

RIA
Registered Investment Advisory firm - (4/24/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/5/2025
Uniform Investment Adviser Law Examination

Current Firm

SV
SILICON VALLEY CAPITAL PARTNERS, L.P.
SILICON VALLEY CAPITAL PARTNERS, L.P.

CRD#: 125114 / SEC#: 801-62004

RIA
Registered Investment Advisory firm - (4/24/2003 Approved)
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Contact information

Main Address
1731 Technology Drive Suite 810, San Jose, CA 95110
Mailing Address
Phone number
(408) 236-7300
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (2/28/2025)

Regulatory assets under management

Total Number of Accounts1,523
AUM (Assets Under Management)$ 1,083,848,650

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SILICON VALLEY CAPITAL PARTNERS, L.P.

CRD#: 125114San Jose, CA 95110

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