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 a limited liability company that registered with the SEC in 2019. Public filings and the FINTRX snapshot provide minimal detail about the firm’s business activities or client segments. The firm is designated as an unclassified entity and is identified as owned by a domestic entity and an individual. The available data indicates it is not set up as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
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 20THOMAS 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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