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Building 2ROBERTSON STEPHENS ASSET MANAGEMENT, INC.

Map pinSAN FRANCISCO, CA
Phone(415) 781-9700
NotebookSEC #801-58118
Total AUM
$58M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 CALIFORNIA STREET
STE 2600
SAN FRANCISCO
CA 94104
U.S.A.
Operating Hours
8:30 AM TO 5 PM
Monday - Friday
Phone
(415) 781-9700

ReceiptFinancials

Total AUM
$58M
Accounts
1
Discretionary
$58M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 17 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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