Single Family OfficeRIA · CRD 317925SEC-Registered

Updated:

Stevenson Family Investments

Stevenson Family Investments operates as the single-family office for the Stevenson family. Robert B. Stevenson serves as founder and principal owner.

Stevenson Family Investments logo

Stevenson Family Investments

Stevenson Family Investments operates as the single-family office for the Stevenson family. Robert B. Stevenson serves as founder and principal owner. Two family foundations, the C.R. Stevenson Family Foundation and the Stevenson Family Foundation, sit alongside the investment entity. The office allocates across direct co-investments, SPVs, fund-of-funds commitments, private equity, and real estate. Confirmed focuses include EdTech, Data Analytics, and AI/ML at the seed stage. Geographic reach covers North America, Europe, and Oceania. Fayerweather Management acts as a key partner for private equity fund commitments. Family members William Stevenson and Lisa Stevenson maintain associated real estate holdings in Florida. The firm lists five real estate assets, including properties in Florida, Washington, New Jersey, California, and Maine. No additional offices or headcount figures appear in available records. No operational events from the last 24 months are documented. Robert B. Stevenson holds the registered agent role, creating a direct principal-to-entity link that governs mandate execution and succession.

General information

Firm type

Single Family Office

Year founded

2005

Location

Region

North America

Country

United States

City

Cambridge

Corporate office

Cambridge, United States

Principals

Robert B. Stevenson

Founder

William Stevenson

Family Member

Lisa Stevenson

Family Member

Sector focus

EdTechData AnalyticsAI/MLReal EstatePrivate Equity

Frequently asked questions

Who runs investment decisions at Stevenson Family Investments?

Robert B. Stevenson serves as founder and principal owner. He is listed as the registered agent for the entity.

Does Stevenson Family Investments participate in fund commitments or only direct deals?

The office executes both direct co-investments and SPVs as well as fund-of-funds commitments. Fayerweather Management handles selected private equity fund relationships.

What investment stages does Stevenson Family Investments typically target?

Seed-stage opportunities form the documented focus alongside later-stage private equity and real estate holdings.

Which sectors does Stevenson Family Investments target?

Confirmed sector exposure includes EdTech, Data Analytics, AI/ML, Real Estate, and Private Equity.

Where does the underlying wealth come from?

No public disclosure identifies the original source of family wealth.

Does Stevenson Family Investments maintain philanthropic structures?

Two separate foundations exist: the C.R. Stevenson Family Foundation and the Stevenson Family Foundation.

How is Stevenson Family Investments related to Fayerweather Management?

Fayerweather Management functions as the key fund manager for the office's private equity commitments.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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