Robertson Stephens Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
—
Advisory reps
26
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
290635
Registered since
July 17, 2019

Firm profile

FINTRX

Overview

Robertson Stephens Capital Markets, LLC is organized as a limited liability company and is recorded as having registered with the SEC in 2019. Public profile fields list the owner type as a mix of domestic entity and individual and classify the firm as "unclassified." The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not designated a multi-state adviser, a pension consultant, or a related adviser. The firm has not provided public detail on its core business activities, advisory offerings, client segments, or fee schedules, so there is limited visibility into its client-facing services or investment strategy from the available records.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Michael Curley

    Michael Curley

    Chief Compliance Officer/PrincipalCRD 2197705

  • David Westbrook

    David Westbrook

    Principal and Chief Financial OfficerCRD 5502571

  • Louis Calabrese

    Louis Calabrese

    Chief Marketing OfficerCRD 2420882

Unlock 1 more executives →

Contacts

3 of 22
  • William Thrush

    William Thrush

    Managing Director and PrincipalCRD 4429445

  • Becky Kuang

    Becky Kuang

    Registered RepresentativeCRD 4469815

  • Erik Boe

    Erik Boe

    Managing Director & PrincipalCRD 4268218

Unlock 19 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
455 Market St
Time zone
PT (UTC-8)
Office locations

Similar firms