Company Profile for Robertson Stephens LLC

Robertson Stephens is a global wealth advisory and investment management firm for high net worth individuals, family offices, institutions and corporations. Our firm touches clients at every step – from the start of their wealth to the creation of their legacy.

Robertson Stephens Advisors manages capital by combining strategic thinking and distinctive, global investments. Long-term strategy, disciplined research, and unique sourcing are all key to building high quality investment portfolios. Our investment process is three-fold: a core asset allocation of both traditional and alternative strategies; working with fund managers who focus on both strong performance and risk management; and sourcing direct, private opportunities from our subsidiary Robertson Stephens Partners.

Robertson Stephens Partners provides strategic capital to our entrepreneurial clients to help grow their businesses and manage their liquidity needs at both the corporate and individual level. We support companies at each stage of their business: primary strategic capital; agency strategic capital; secondary investment between funding rounds; and a variety of structured internal platforms designed to provide liquidity solutions to employees and shareholders.

Brokerage services are provided through our subsidiary Robertson Stephens Securities.

Partnership, trust and transparency drive our business and client relationships. Through A Culture of Exceptionalism®, Robertson Stephens delivers unparalleled intellectual capital, investment insight and the highest level of personal service.

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