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 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
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 4
Michael Curley
Chief Compliance Officer/PrincipalCRD 2197705

David Westbrook
Principal and Chief Financial OfficerCRD 5502571

Louis Calabrese
Chief Marketing OfficerCRD 2420882
Contacts
3 of 21
William Thrush
Managing Director and PrincipalCRD 4429445

Becky Kuang
Registered RepresentativeCRD 4469815

Erik Boe
Managing Director & PrincipalCRD 4268218
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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