Key facts
- STEPHENS is a other based in LITTLE ROCK, AR with 4 tracked portfolio companies.
- Notable positions include Evidently, MAP Energy (United States), Omni Fiber, Falkbuilt.
- STEPHENS reports $22.8M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 3496- Regulatory AUM
- $22.8M
- Private fund assets
- —
- Private funds
- —
- Staff
- 611
- Registered office
- LITTLE ROCK, AR
- SEC status
- Approved
Discloses a disciplinary history on Form ADV.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as STEPHENS INC.).
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Portfolio, priced
4 companies · by our current valuations| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Evidently | — | $59.0M | — | |
| MAP Energy (United States) | — | — | — | |
| Omni Fiber | — | — | — | |
| Falkbuilt | — | — | — |
Frequently asked
- What companies does STEPHENS invest in?
- STEPHENS has 4 recorded portfolio companies, including Evidently, MAP Energy (United States), Omni Fiber, Falkbuilt.
- What is STEPHENS's AUM?
- STEPHENS manages approximately $22.8M in assets.