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 appears on the SEC roster with a 2019 registration year. Ownership is recorded as a combination of a domestic entity and an individual. Publicly reported firm attributes indicate an unclassified business profile and a limited public disclosure of core activities: the firm is not listed as a capital allocator, is not flagged as an active ESG investor, and is not identified as a pension consultant or related adviser. The firm has not provided detail on its client base, fee structure, business or advisory activities. FINTRX notes no disclosures under activities and affiliations, so there is little public information about their target clients, investment mandates, or service model.
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 4Eugene Yates
CFOCRD 2851324

David Westbrook
Principal and Chief Financial OfficerCRD 5502571

Louis Calabrese
Chief Marketing OfficerCRD 2420882
Contacts
3 of 20
Thomas 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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