Key facts
- ROBERTSON STEPHENS is a other based in SAN FRANCISCO, CA.
- ROBERTSON STEPHENS reports $65.6M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 289977- Regulatory AUM
- $65.6M
- Private fund assets
- —
- Private funds
- —
- Staff
- 118
- Registered office
- SAN FRANCISCO, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for ROBERTSON STEPHENS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is ROBERTSON STEPHENS's AUM?
- ROBERTSON STEPHENS manages approximately $65.6M in assets.