Summary
Robertson Stephens
Founded in 1978
Description
Robertson Stephens is a privately held, boutique wealth management firm that provides leading investment strategy and comprehensive financial planning to entrepreneurs, business owners, executives, family offices, and institutions. They offer instituti...
Strengths
- Robertson Stephens has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Since Robertson Stephens was founded, the company has grown faster than the industry average
Annual Revenue
Robertson Stephens's annual revenue
$7801000
Based on Kona Equity data
-
Revenue per employee
$222886
-
Annual revenue growth since founding
$169587
Employee Count
35 employees
Executives
Vikram Chugh
Chief Operating Officer
v**@rscapital.comLouis Calabrese
Chief Marketing Officer
l**@rscapital.comRick Polenske
Managing Director and Principal
r**@rscapital.comMichael Ridgeway
Managing Director
m**@rscapital.comRaj Bhattacharyyaas
Chief Executive Officer
r**@rscapital.comRaj Bhattacharyya
Chief Executive Officer
r**@rscapital.comPatrick Hyde
Vice President
p**@rscapital.comStuart Katz
Chief Investment Officer
s**@rscapital.comJeanette Garretty
Principal and Managing Director
j**@rscapital.comPhone Stephens
Chief Executive Officer
p**@rscapital.comDavid Westbrook
Chief Financial Officer
d**@rscapital.comSean Powers
Managing Director, Principal
s**@rscapital.comMichael Curley
Chief Compliance Officer & Principal
m**@rscapital.comG Score - 3
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Robertson Stephens
- Category: Investment management
- Industry: Investment service
- SIC: 62; 621
- NAICS: 52; 523
See similar companies
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By City San Francisco Small Investment service in San Francisco Mid-size Investment service in San Francisco Investment management in San Francisco Small Investment management in San Francisco Mid-size Investment management in San Francisco
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By State CA Small companies in CA Investment management in CA Small Investment management in CA Mid-size Investment management in CA Small Investment service in CA Mid-size Investment service in CA
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By Category Investment management Small Investment management Mid-size Investment management
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By Industry Investment service Small Investment service Mid-size Investment service Investment management and Investment service
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Firmographic data G Score of 3 Founded in 1978 SIC: 62 SIC: 621 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Robertson Stephens's headquarters are located at 201 Mission St Ste 510 San Francisco, CA 94105.
Robertson Stephens's official website is rscapital.com
Robertson Stephens's annual revenue is $7.8 M.
Robertson Stephens's SIC: 62; 621
Robertson Stephens's NAICS: 52; 523.
Robertson Stephens has 35 employees
Robertson Stephens is in the industry of Investment management.
