Robertson Stephens Wealth Management Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 2017

Year Founded

  • Professionals
  • 67

Professionals

  • AUM

Robertson Stephens Wealth Management General Information

Description

Robertson Stephens is a wealth management firm based in San Francisco, California. Established in 2018,the firm provides wealth planning, investment management, fiduciary advisory, and digital wealth management solutions to individuals, families, and family offices. Its investment platform offers access to a broad range of asset classes, including public and private market investments. The assets are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Contact Information

Website
www.rscapital.com
Formerly Known As
BancBoston Robertson Stephens
Year Founded
2017
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Chief Financial Officer
Email
dw
Phone
+1 (415)
Corporate Office
  • 455 Market Street
  • Suite 1450
  • San Francisco, CA 94105
  • United States
+1 (415)

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Robertson Stephens Wealth Management Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Robertson Stephens Wealth Management Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Robertson Stephens Wealth Management FAQs

  • When was Robertson Stephens Wealth Management founded?

    Robertson Stephens Wealth Management was founded in 2017.

  • Where is Robertson Stephens Wealth Management headquartered?

    Robertson Stephens Wealth Management is headquartered in San Francisco, CA.

  • How many Assets Under Management (AUM) does Robertson Stephens Wealth Management have?

    Robertson Stephens Wealth Management has in assets under management.

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