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| Happy Holidays!! thanks for using AUM13F!! |
| Robertson Stephens Wealth Management LLC
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| CRD # | 289977 |
| SEC # | 801-111814 |
| CIK # | 0000176307, 0001767307 |
| AUM | $7.1 B (2025-06-30) |
| Employees | 113 (56% Investors, 19% Brokers) |
| Phone | 415-500-6810 |
| Address | 455 Market Street San Francisco, CA 94105-2442 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Applovin Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | Robertson Stephens Connected Data LLC | [2016-03-30] | 3.3 | 0.0 |
| VC | Robertson Stephens Liquidspace LLC | [2016-03-30] | 3.3 | 3.2 |
| VC | Robertson Stephens Revel LLC | [2016-03-30] | 3.3 | 10.4 |
| VC | Robertson Stephens Sellpoints LLC | [2016-03-30] | 3.3 | 0.1 |
| VC | Robertson Stephens Smule LLC | [2016-03-30] | 4.0 | 6.5 |
| VC | Robertson Stephens Soasta LLC | [2016-03-30] | 1.7 | 0.0 |
| VC | Robertson Stephens TR LLC | [2016-03-30] | 3.3 | 0.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 922 | 0.4 |
| (b) Individuals (high net worth individuals) | 1,075 | 5.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 38 | 1.2 |
| (h) Charitable organizations | 11 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 7,419 | 7.1 |
| By Discretionary | ||
| Discretionary | 7,067 | 5.6 |
| Non-Discretionary | 352 | 1.5 |
| Total | 7,419 | 7.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.1 | |
| Total | 7,419 | 7.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Derek Smith | 33 | ||
| Roth Capital Partners LLC | 8 | ||
| Mark Kuhr | 5 | ||
| Jay Kaplan | 5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767307] |
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Riverbridge Partners LLC
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