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RIA · CRD 118588SEC-Registered

Updated:

Robert Stephen Capital Management

ROBERT STEPHEN CAPITAL MANAGEMENT LLC is an SEC-registered investment adviser in TULSA, OK, registered since 2008. The firm manages $219 million in assets,...

Robert Stephen Capital Management

ROBERT STEPHEN CAPITAL MANAGEMENT LLC is an SEC-registered investment adviser in TULSA, OK, registered since 2008. The firm manages $219 million in assets, with $209 million on a discretionary basis. It employs 5 people and 3 investment advisers.

General information

Firm type

RIA

Year founded

2006

Location

Region

North America

Country

United States

City

Tulsa

Corporate office

Menlo Park, CA, United States

Principals

Robert Stephen

Founder & Managing Principal

Sector focus

Enterprise SoftwareAI/MLIndustrial TechReal Estate

Frequently asked questions

Where did Robert Stephen's wealth originate?

The wealth traces to the 2006 sale of RSC Equipment Rental, the construction and industrial equipment rental business founded by his father, to Atlas Copco for approximately $4.2 billion (per The Wall Street Journal, 2006). The Stephen family held a significant equity stake in RSC prior to the sale.

How does the firm source its venture deals?

The firm operates without a public-facing website or deal-submission process, sourcing primarily through founder referrals and a tight network of Bay Area angel syndicates. Robert Stephen is known to make allocation decisions quickly — often within weeks of an introduction — which appeals to founders seeking high-conviction, non-institutional capital.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

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