ROBERTSON STEPHENS CAPITAL MARKETS, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
24
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 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

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
  • EUGENE YATES

    CFOCRD 2851324

  • DAVID WESTBROOK

    Principal and Chief Financial OfficerCRD 5502571

  • LOUIS CALABRESE

    Chief Marketing OfficerCRD 2420882

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Contacts

3 of 20
  • THOMAS BRUNO

    Managing Director & PrincipalCRD 2584593

  • Victoria Jung

    Vice PresidentCRD 7043182

  • WILLIAM THRUSH

    Managing Director and PrincipalCRD 4429445

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth