Robertson Stephens Capital Markets, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 290635
- Registered since
- July 17, 2019
- Website
- rscapital.com
Firm profile
FINTRXOverview
Robertson Stephens Capital Markets, LLC is organized as a limited liability company and is SEC-registered since 2019. The ownership record identifies both a domestic entity and an individual as owners; the firm's regulatory classification in the available data is listed as "unclassified." The firm is not characterized in the record as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The source record does not include standard detail on client segments, fee schedules, or the specific investment or advisory services the firm provides.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Eugene Yates
CFOCRD 2851324

David Westbrook
Principal and Chief Financial OfficerCRD 5502571

Louis Calabrese
Chief Marketing OfficerCRD 2420882
Contacts
3 of 21
Thomas Bruno
Managing Director & PrincipalCRD 2584593

Victoria Jung
Vice PresidentCRD 7043182

William Thrush
Managing Director and PrincipalCRD 4429445
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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