Robertson Stephens - Investment Advisers

About Robertson Stephens

Robertson Stephens Wealth Management is an investment adviser based in San Francisco, managing over $8.7 billion in assets for high net worth individuals and family offices. One of the investment advisers in California, the firm maintains offices across Colorado, Connecticut, Idaho, Illinois, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, Wyoming, and Oregon. The firm evolved from Robertson Stephens & Company, a boutique investment bank that became prominent during the 1990s technology boom. Between 1999 and 2000, the firm completed 74 technology sector initial public offerings worth $5.5 billion, serving as lead underwriter for prominent companies including Switchboard, Mapquest, E-Trade, Vericity, and Bebe. After the technology sector collapsed, the firm closed in 2002. A second iteration launched in 2013 as a wealth advisory firm before closing again in 2017. The current Robertson Stephens Wealth Management, LLC was reestablished in January 2018 with sponsorship from private equity firm Long Arc Capital.

Key Facts

Assets Under Management

$8.76B

Employees

118

SEC File Number

801-111814