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 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

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

    David Westbrook

    Principal and Chief Financial OfficerCRD 5502571

  • Louis Calabrese

    Louis Calabrese

    Chief Marketing OfficerCRD 2420882

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Contacts

3 of 21
  • Thomas Bruno

    Thomas Bruno

    Managing Director & PrincipalCRD 2584593

  • Victoria Jung

    Victoria Jung

    Vice PresidentCRD 7043182

  • William Thrush

    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