Robertson Stephens

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

455 Market St Ste 1600, San Francisco, C...

Phone Number

(415) 500-6810

Website

www.rscapital.com

Revenue

$7.8 Million

Industry

Finance Securities Trading

About Robertson Stephens

Robertson Stephens Wealth Management, LLC is an independent SEC-registered investment advisor with offices in San Francisco, Pasadena, Marin County, Santa Rosa and Menlo Park(CA); New York (NY); Sun Valley & Boise (ID); Holmdel (NJ); Austin & Houston (TX); Seattle (WA); and Denver (CO) that provides wealth management solutions for high-net-worth individuals and family offices nationwide. In 2018, with sponsorship from private equity firm Long Arc Capital, Robertson Stephens commenced operations with a core philosophy to serve high net worth clients. Robertson Stephens is committed to transparent advice, strong investment outcomes, sophisticated digital solutions, and high-quality client services.Explore more
Robertson Stephens's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Robertson Stephens Org Chart

JF
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Joshua Freedman

Managing Director

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David Westbrook

Chief Financial Officer

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Louis Calabrese, Chief Marketing Officer at Robertson Stephens
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Louis Calabrese

Chief Marketing Officer

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Vikram Chugh

Chief Operating Officer

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Robin Nakao

Chief Operating Officer & Chief Financial Off...

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Logan Schuelke

Chief of Staff

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Mary Alpers

Managing Director, Principal

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Managing Director, Principal

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Managing Director, Principal

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Managing Director, Principal

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Managing Director and Principal

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Managing Director, Principal

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Managing Director, Principal

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Compare Similar Companies to Robertson Stephens

Compare insights from companies similar to Robertson Stephens, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Robertson Stephens

$7.8M
11-50
Private
<$5M
1971
JF
Joshua FreedmanManaging Director
AGC Partners
$36.1M
51-200
Private
-
2003
JG
Jonathan GuidoCo-Founder & Partner & Chief Operating Officer
KippsDeSanto
$21.7M
11-50
Private
-
2007
WA
Wilkerson AnthonyVice President
Union Square Advisors
$7.6M
11-50
Private
<$5M
2007
WA
William AndereckManaging Director
Carret Asset Management
$6.3M
11-50
Private
<$5M
1963
HF
Hua FangController
Brooklyn Eagle
$5.5M
11-50
Private
-
1841
RG
Raanan GebererManaging Editor
United Financial Group
$5.4M
11-50
Private
<$5M
1994
JP
John PerrittePresident
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Robertson Stephens Tech Stack

A closer look at the technologies used by Robertson Stephens

Hosting.com (formerly A2 Hosting)

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Hosting
WordPress.org

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Automattic
reCAPTCHA

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Google
PHP

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PHP
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Frequently Asked Questions Regarding Robertson Stephens

What is Robertson Stephens's official website?
Robertson Stephens's official website is www.rscapital.com What is Robertson Stephens's Revenue?
Robertson Stephens's revenue is $7.8 Million What is Robertson Stephens's SIC code?
Robertson Stephens's SIC: 62,628 What is Robertson Stephens's NAICS code?
Robertson Stephens's NAICS: 52,523 How many employees does Robertson Stephens have?
Robertson Stephens has 11-50 employees What industry does Robertson Stephens belong to?
Robertson Stephens is in the industry of: Finance, Securities Trading What is Robertson Stephens competition?
Robertson Stephens top competitors include: Carret Asset Management, AGC Partners, United Financial Group, KippsDeSanto What technology does Robertson Stephens use?
Some of the popular technologies that Robertson Stephens uses are: Hosting.com (formerly A2 Hosting), WordPress.org, reCAPTCHA, PHP Who is the CFO of Robertson Stephens?
Robertson Stephens's CFO is David Westbrook How do I contact Robertson Stephens?
Robertson Stephens contact info: Phone number: (415) 500-6810 Website: www.rscapital.com What does Robertson Stephens do?

Robertson Stephens Wealth Management, LLC is an independent SEC-registered investment advisor with offices in San Francisco, Pasadena, Marin County, Santa Rosa and Menlo Park(CA); New York (NY); Sun Valley & Boise (ID); Holmdel (NJ); Austin & Houston (TX); Seattle (WA); and Denver (CO) that provides wealth management solutions for high-net-worth in... dividuals and family offices nationwide. In 2018, with sponsorship from private equity firm Long Arc Capital, Robertson Stephens commenced operations with a core philosophy to serve high net worth clients. Robertson Stephens is committed to transparent advice, strong investment outcomes, sophisticated digital solutions, and high-quality client services.Read More

 What are Robertson Stephens social media links?
Robertson Stephens Linkedin page Robertson Stephens Twitter page Robertson Stephens Facebook page Is Robertson Stephens a public company?
Robertson Stephens is private company therefore does not currently have an official ticker symbol
See more information about Robertson Stephens

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