Investment adviser · CRD 289977
ROBERTSON STEPHENS
Investment adviser filing (IA)
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC
SAN FRANCISCO, CA, United States · Form ADV filed Sep 4, 2026
- Regulatory AUM
- $8.76B Form ADV · Item 5.F
- Client accounts
- 8,592 Accounts, not individual clients
- Employees
- 118 Reported in this filing
- Advisory professionals
- 67 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,256 | $6,725,097,902 | 76.7% |
| Retirement plans | 38 | $1,384,275,006 | 15.8% |
| Individuals | 980 | $379,896,691 | 4.3% |
| Corporations & businesses | 11 | $156,074,736 | 1.8% |
| Charities | 10 | $118,625,639 | 1.4% |
Filing source
Form ADV 2131089 · Sep 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
7 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ROBERTSON STEPHENS REVEL LLCVenture Capital Fund · Last reported Feb 1, 2021$10.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
EISNERAMPER LLP
PCAOB 274
Fund details & source
- Fund ID
- 805-2480596300
- Reported beneficial owners
- 77
- Minimum commitment
- $10K
- Form D file number
- 021-221081
Form ADV 1487584 · Feb 1, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ROBERTSON STEPHENS SMULE LLCVenture Capital Fund · Last reported Feb 1, 2021$6.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
EISNERAMPER LLP
PCAOB 274
Fund details & source
- Fund ID
- 805-1919529838
- Reported beneficial owners
- 74
- Minimum commitment
- $10K
- Form D file number
- 021-221081
Form ADV 1487584 · Feb 1, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ROBERTSON STEPHENS LIQUIDSPACE, LLCVenture Capital Fund · Last reported Sep 21, 2020$3.17MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
EISNERAMPER LLP
PCAOB 274
Fund details & source
- Fund ID
- 805-1328947725
- Reported beneficial owners
- 86
- Minimum commitment
- $10K
- Form D file number
- 021-221081
Form ADV 1455794 · Sep 21, 2020 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ROBERTSON STEPHENS SELLPOINTS LLCVenture Capital Fund · Last reported Feb 18, 2022$118KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
EISNERAMPER LLP
PCAOB 274
Fund details & source
- Fund ID
- 805-1444129058
- Reported beneficial owners
- 20
- Minimum commitment
- $10K
- Form D file number
- 021-221081
Form ADV 1606434 · Feb 18, 2022 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ROBERTSON STEPHENS TR LLCVenture Capital Fund · Last reported Feb 18, 2022$56.7KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
EISNERAMPER LLP
PCAOB 274
Fund details & source
- Fund ID
- 805-6362458540
- Reported beneficial owners
- 27
- Minimum commitment
- $10K
- Form D file number
- 021-221081
Form ADV 1606434 · Feb 18, 2022 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ROBERTSON STEPHENS CONNECTED DATA LLCVenture Capital Fund · Last reported Feb 18, 2022$0Gross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
EISNERAMPER LLP
PCAOB 274
Fund details & source
- Fund ID
- 805-9608791178
- Reported beneficial owners
- 24
- Minimum commitment
- $10K
- Form D file number
- 021-221081
Form ADV 1606434 · Feb 18, 2022 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ROBERTSON STEPHENS SOASTA LLCVenture Capital Fund · Last reported Feb 18, 2022$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
EISNERAMPER LLP
PCAOB 274
Fund details & source
- Fund ID
- 805-1420671048
- Reported beneficial owners
- 53
- Minimum commitment
- $5K
- Form D file number
- 021-221081
Form ADV 1606434 · Feb 18, 2022 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 4, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
455 MARKET STREET, STE. 1450SAN FRANCISCO, CA, 94105-2442, United States
CRD 289977
Filing source
Form ADV 2131089 · Sep 4, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.