Get started
LP Profile

Robertson Stephens Advisors

Also known as robertson stephens

Wealth ManagerSan Francisco, United StatesFounded 2017
$3.7B
Assets Under Management
San Francisco
Headquarters
Get Contact Details Website
Investment Focus

About Robertson Stephens Advisors

Robertson Stephens Advisors is a wealth manager based in San Francisco, US. Founded in 2017. Reported AUM: 3694 USD millions.

Preferred Investment Types

Venture (General)

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Robertson Stephens Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$8.8B
Total Clients
8,592
Filing Date
April 1, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Robertson Stephens Advisors across SEC, IRS, DOL and international registers — newest first.

FORM ADV
ROBERTSON STEPHENS
Apr 1, 2026
$8.8B

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

Wealth Managers in United StatesAll Wealth ManagersLimited Partners in San FranciscoLimited Partners in United StatesLP Database
More Investors

Related Wealth Managers in United States

Northern Trust Wealth Management
Chicago, United States
$1300.0B AUM
AB Custom Alternative Solutions
Nashville, United States
$829.0B AUM
Allspring Global Investments
Charlotte, United States
$550.0B AUM
Apella Wealth
West Hartford, United States
$384.0B AUM
Morgan Stanley Private Wealth Management
Purchase, United States
$369.7B AUM
CAPTRUST Financial Advisors
Raleigh, United States
$360.0B AUM
FAQ

Frequently asked questions

What type of investor is Robertson Stephens Advisors?

Robertson Stephens Advisors is a wealth manager based in San Francisco, United States, managing approximately $3.7B in assets.

Where is Robertson Stephens Advisors headquartered?

Robertson Stephens Advisors is headquartered in San Francisco, United States.

How much does Robertson Stephens Advisors manage?

Robertson Stephens Advisors manages approximately $3.7B in assets under management.

When was Robertson Stephens Advisors founded?

Robertson Stephens Advisors was founded in 2017.

What does Robertson Stephens Advisors invest in?

Robertson Stephens Advisors focuses on Venture (General).

How can I contact Robertson Stephens Advisors?

Verified contact details, key decision-makers, and investment preferences for Robertson Stephens Advisors are available on LPbacked. Create a free account to access them.