Robertson Stephens Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
25
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 has been SEC-registered since 2019. Public filings classify the firm as unclassified and list its owner type as a domestic entity/individual. The firm is not identified as a capital allocator, does not report active ESG investing, and is not labeled a multi-state adviser. Available records provide little detail about the firm’s advisory activities, business lines, fee schedules, or client segments.

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

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Contacts

3 of 21
  • William Thrush

    William Thrush

    Managing Director and PrincipalCRD 4429445

  • Becky Kuang

    Becky Kuang

    Registered RepresentativeCRD 4469815

  • Erik Boe

    Erik Boe

    Managing Director & PrincipalCRD 4268218

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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