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Robertson Stephens Holdings
Robertson Stephens Holdings is an SEC-registered investment adviser in San Francisco, CA, registered since 2017. The firm manages $8.8 billion in assets, $7.0...
Robertson Stephens Holdings
Robertson Stephens Holdings is an SEC-registered investment adviser in San Francisco, CA, registered since 2017. The firm manages $8.8 billion in assets, $7.0 billion on a discretionary basis. It has 118 employees and 67 investment advisers.
General information
Firm type
Boutique Independent RIA
Year founded
2018
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Frequently asked questions
What is the firm's investment horizon?
As a holding company with no external limited-partner obligations, Robertson Stephens Holdings operates with permanent capital. This allows for indefinite hold periods on private positions, avoiding the forced-exit timelines that constrain institutional venture and private equity funds. Specific holding periods are not disclosed.
What sectors does Robertson Stephens Holdings target?
The firm's historical and inferred focus centers on financial technology and enterprise infrastructure — areas that align with the technology-merchant-banking expertise of the original Robertson Stephens franchise. Select positions in wealth-management platforms and digital payments companies have appeared in deal records, though the current portfolio composition is not publicly detailed.
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