# Robertson Stephens Holdings

Robertson Stephens Holdings is a Boutique Independent RIA based in San Francisco, United States.

## Overview

- **Organization type:** Boutique Independent RIA
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** http://www.robertsonstephens.com
- **LinkedIn:** https://www.linkedin.com/company/robertson-stephens

## About

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.

## 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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Last updated: 2026-07-06T01:24:24.549Z

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