ROBERTSON STEPHENS ADVISORS LLC
Legal name: ROBERTSON STEPHENS ADVISORS
CRD #166736 SEC #801-77828 SAN FRANCISCO, CA 415 500-6810
SEC Registered Private Funds
Total AUM
$488.1M
Discretionary
$462.2M
Employees
20
Clients
1
Accounts
365
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2018 | $469.1M | $469.1M | $0 | 13 | 0 |
| Dec 2017 | $469.1M | $469.1M | $0 | 13 | 0 |
| Nov 2017 | $469.1M | $469.1M | $0 | 13 | 0 |
| Aug 2017 | $488.1M | $462.2M | $26M | 20 | 26 |
| Aug 2017 | $488.1M | $462.2M | $26M | 20 | 26 |
| Jul 2017 | $488.1M | $462.2M | $26M | 20 | 26 |
| Mar 2017 | $488.1M | $462.2M | $26M | 20 | 26 |
| Nov 2016 | $1B | $791.6M | $219M | 20 | 26 |
| Sep 2016 | $1B | $791.6M | $219M | 20 | 26 |
| Sep 2016 | $1B | $791.6M | $219M | 20 | 26 |
| Aug 2016 | $1B | $791.6M | $219M | 20 | 26 |
| Jun 2016 | $960.2M | $772.1M | $188.1M | 20 | 26 |
| Jun 2016 | $935.6M | $742M | $193.6M | 20 | 26 |
| Apr 2016 | $935.6M | $742M | $193.6M | 20 | 26 |
| Mar 2016 | $856.1M | $608.4M | $247.8M | 20 | 26 |
| Dec 2015 | $688.7M | $481.9M | $206.8M | 20 | 26 |
| Nov 2015 | $688.7M | $481.9M | $206.8M | 20 | 26 |
| Jul 2015 | $294.7M | $209.1M | $85.6M | 20 | 26 |
| Jun 2015 | $294.7M | $209.1M | $85.6M | 20 | 26 |
| Apr 2015 | $294.7M | $209.1M | $85.6M | 17 | 26 |
| Mar 2015 | $294.7M | $209.1M | $85.6M | 17 | 26 |
| Mar 2015 | $294.7M | $209.1M | $85.6M | 17 | 26 |
| Jan 2015 | $241.5M | $241.5M | $0 | 11 | 11 |
| Nov 2014 | $241.5M | $241.5M | $0 | 11 | 11 |
| Oct 2014 | $241.5M | $241.5M | $0 | 11 | 11 |
| Aug 2014 | $241.5M | $241.5M | $0 | 11 | 11 |
| Jul 2014 | $241.5M | $241.5M | $0 | 11 | 11 |
| Jul 2014 | $192.1M | $192.1M | $0 | 11 | 11 |
| Apr 2014 | $192.1M | $192.1M | $0 | 11 | 11 |
| Apr 2014 | $192.1M | $192.1M | $0 | 11 | 11 |
| Jan 2014 | $185.3M | $185.3M | $0 | 11 | 11 |
| Jan 2014 | $154.5M | $154.5M | $0 | 10 | 0 |
| Jan 2014 | $154.5M | $154.5M | $0 | 10 | 0 |
| Jan 2014 | $154.5M | $154.5M | $0 | 10 | 0 |
| Dec 2013 | $154.5M | $154.5M | $0 | 10 | 0 |
| Nov 2013 | $154.5M | $154.5M | $0 | 10 | 0 |
| Oct 2013 | $154.5M | $154.5M | $0 | 4 | 0 |
| Sep 2013 | $0 | $0 | $0 | 4 | 0 |
| Aug 2013 | $0 | $0 | $0 | 4 | 0 |
| Jul 2013 | $0 | $0 | $0 | 4 | 0 |
| Jul 2013 | $0 | $0 | $0 | 4 | 0 |
| Jul 2013 | $0 | $0 | $0 | 4 | 0 |
| Jul 2013 | $0 | $0 | $0 | 4 | 0 |
| Jun 2013 | $0 | $0 | $0 | 4 | 0 |
| Apr 2013 | $0 | $0 | $0 | 4 | 0 |
| Apr 2013 | $0 | $0 | $0 | 4 | 0 |
| Mar 2013 | $0 | $0 | $0 | 4 | 0 |
DateJan 2018
Total AUM$469.1M
Discretionary$469.1M
Non-Disc.$0
Employees13
Clients0
DateDec 2017
Total AUM$469.1M
Discretionary$469.1M
Non-Disc.$0
Employees13
Clients0
DateNov 2017
Total AUM$469.1M
Discretionary$469.1M
Non-Disc.$0
Employees13
Clients0
DateAug 2017
Total AUM$488.1M
Discretionary$462.2M
Non-Disc.$26M
Employees20
Clients26
DateAug 2017
Total AUM$488.1M
Discretionary$462.2M
Non-Disc.$26M
Employees20
Clients26
DateJul 2017
Total AUM$488.1M
Discretionary$462.2M
Non-Disc.$26M
Employees20
Clients26
DateMar 2017
Total AUM$488.1M
Discretionary$462.2M
Non-Disc.$26M
Employees20
Clients26
DateNov 2016
Total AUM$1B
Discretionary$791.6M
Non-Disc.$219M
Employees20
Clients26
DateSep 2016
Total AUM$1B
Discretionary$791.6M
Non-Disc.$219M
Employees20
Clients26
DateSep 2016
Total AUM$1B
Discretionary$791.6M
Non-Disc.$219M
Employees20
Clients26
DateAug 2016
Total AUM$1B
Discretionary$791.6M
Non-Disc.$219M
Employees20
Clients26
DateJun 2016
Total AUM$960.2M
Discretionary$772.1M
Non-Disc.$188.1M
Employees20
Clients26
DateJun 2016
Total AUM$935.6M
Discretionary$742M
Non-Disc.$193.6M
Employees20
Clients26
DateApr 2016
Total AUM$935.6M
Discretionary$742M
Non-Disc.$193.6M
Employees20
Clients26
DateMar 2016
Total AUM$856.1M
Discretionary$608.4M
Non-Disc.$247.8M
Employees20
Clients26
DateDec 2015
Total AUM$688.7M
Discretionary$481.9M
Non-Disc.$206.8M
Employees20
Clients26
DateNov 2015
Total AUM$688.7M
Discretionary$481.9M
Non-Disc.$206.8M
Employees20
Clients26
DateJul 2015
Total AUM$294.7M
Discretionary$209.1M
Non-Disc.$85.6M
Employees20
Clients26
DateJun 2015
Total AUM$294.7M
Discretionary$209.1M
Non-Disc.$85.6M
Employees20
Clients26
DateApr 2015
Total AUM$294.7M
Discretionary$209.1M
Non-Disc.$85.6M
Employees17
Clients26
DateMar 2015
Total AUM$294.7M
Discretionary$209.1M
Non-Disc.$85.6M
Employees17
Clients26
DateMar 2015
Total AUM$294.7M
Discretionary$209.1M
Non-Disc.$85.6M
Employees17
Clients26
DateJan 2015
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees11
Clients11
DateNov 2014
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees11
Clients11
DateOct 2014
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees11
Clients11
DateAug 2014
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees11
Clients11
DateJul 2014
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees11
Clients11
DateJul 2014
Total AUM$192.1M
Discretionary$192.1M
Non-Disc.$0
Employees11
Clients11
DateApr 2014
Total AUM$192.1M
Discretionary$192.1M
Non-Disc.$0
Employees11
Clients11
DateApr 2014
Total AUM$192.1M
Discretionary$192.1M
Non-Disc.$0
Employees11
Clients11
DateJan 2014
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees11
Clients11
DateJan 2014
Total AUM$154.5M
Discretionary$154.5M
Non-Disc.$0
Employees10
Clients0
DateJan 2014
Total AUM$154.5M
Discretionary$154.5M
Non-Disc.$0
Employees10
Clients0
DateJan 2014
Total AUM$154.5M
Discretionary$154.5M
Non-Disc.$0
Employees10
Clients0
DateDec 2013
Total AUM$154.5M
Discretionary$154.5M
Non-Disc.$0
Employees10
Clients0
DateNov 2013
Total AUM$154.5M
Discretionary$154.5M
Non-Disc.$0
Employees10
Clients0
DateOct 2013
Total AUM$154.5M
Discretionary$154.5M
Non-Disc.$0
Employees4
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0