Robertson Stephens Wealth Management is a fund manager in San Francisco with $545.75 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
822497219
SEC advisor number
801-111814
FINRA CRD number
289977
AUM ?
$3.69 bn
(as of 18 Oct 23)
Accounts
3,277
(as of 18 Oct 23)
Employees
77
(42 investment advisory or research)
Address
Robertson Stephens Wealth Management
201 MISSION STREET
SUITE 510
SAN FRANCISCO
CA 94105
201 MISSION STREET
SUITE 510
SAN FRANCISCO
CA 94105
Phone
(415) 500-6835
Brochures
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Robertson Stephens Wealth Management, LLC | $545.75 mm | |
Robertson Stephens Connected Data, LLC | $5.88 k | Venture Capital Fund |
Robertson Stephens Liquidspace I, LLC | $1.63 mm | Venture Capital Fund |
Robertson Stephens Revel, LLC | $12.29 mm | Venture Capital Fund |
Robertson Stephens Sellpoints, LLC | $762.97 k | Venture Capital Fund |
Robertson Stephens Smule I, LLC | $7.82 mm | Venture Capital Fund |
Robertson Stephens Soasta LLC I | $1.07 mm | Venture Capital Fund |
Robertson Stephens Taskrabbit I, LLC | $296.42 k | Venture Capital Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21