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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 11, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRITT, HARRIET, JAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | INVESTOR | NA | |
| BTTF LLC | DE | OWNER | NA | |
| BTTF LLC | DE | OWNER | NA | |
| BTTF LLC | DE | OWNER | NA | |
| BTTF LLC | DE | OWNER | NA | |
| BTTF LLC | DE | OWNER | NA | |
| BTTF LLC | DE | OWNER | NA | |
| BTTF LLC | DE | OWNER | NA | |
| CODDINGTON, JEFFREY, MICHAEL | I | CFO | NA | Control |
| CODDINGTON, JEFFREY, MICHAEL | I | CFO | NA | Control |
| CODDINGTON, JEFFREY, MICHAEL | I | CFO | NA | Control |
| CODDINGTON, JEFFREY, MICHAEL | I | CFO | NA | Control |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| LINDNER, ANTHONY, MICHAEL | I | CCO | NA | |
| LINDNER, ANTHONY, MICHAEL | I | CCO | NA | |
| LINDNER, ANTHONY, MICHAEL | I | CCO | NA | |
| LINDNER, ANTHONY, MICHAEL | I | CCO | NA | |
| LPL HOLDINGS, INC. | DE | INVESTOR | NA | |
| LPL HOLDINGS, INC. | DE | INVESTOR | NA | |
| LPL HOLDINGS, INC. | DE | INVESTOR | NA | |
| LPL HOLDINGS, INC. | DE | INVESTOR | NA | |
| LPL HOLDINGS, INC. | DE | INVESTOR | NA | |
| LPL HOLDINGS, INC. | DE | INVESTOR | NA | |
| LPL HOLDINGS, INC. | DE | INVESTOR | NA | |
| LPL HOLDINGS, INC. | DE | INVESTOR | NA | |
| LPL HOLDINGS, INC. | DE | INVESTOR | NA | |
| LPL HOLDINGS, INC. | DE | INVESTOR | NA | |
| LPL HOLDINGS, INC. | DE | INVESTOR | NA | |
| LPL HOLDINGS, INC. | DE | INVESTOR | NA | |
| LPL HOLDINGS, INC. | DE | INVESTOR | NA | |
| LPL HOLDINGS, INC. | DE | INVESTOR | NA | |
| NAKAO, ROBIN, LEA | I | MANAGING MEMBER / COO / CFO | NA | Control |
| NAKAO, ROBIN, LEA | I | MANAGING MEMBER / COO / CFO | NA | Control |
| NAKAO, ROBIN, LEA | I | MANAGING MEMBER / COO / CFO | NA | Control |
| TIERNEY, JAMES, MICHAEL | I | PRESIDENT | NA | Control |
| TIERNEY, JAMES, MICHAEL | I | PRESIDENT | NA | Control |
| TIERNEY, JAMES, MICHAEL | I | PRESIDENT | NA | Control |
| TIERNEY, JAMES, MICHAEL | I | PRESIDENT | NA | Control |
| WALLACE, MOLLY, ROSEMARIE | I | VICE PRESIDENT | NA | |
| WALLACE, MOLLY, ROSEMARIE | I | VICE PRESIDENT | NA | |
| WALLACE, MOLLY, ROSEMARIE | I | VICE PRESIDENT | NA | |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
| ROBERTSON STEPHENS PARTNERS LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PIAZZA, JOSEPH, JOHN | I | BTTF | F | Control |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS PARTNERS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS PARTNERS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS PARTNERS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS PARTNERS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS PARTNERS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS PARTNERS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS PARTNERS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS PARTNERS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS PARTNERS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS PARTNERS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS PARTNERS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS PARTNERS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS PARTNERS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS PARTNERS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS PARTNERS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS PARTNERS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| BTTF LLC | DE | ROBERTSON STEPHENS LLC | C | |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STPEHENS LLC | C | |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STPEHENS LLC | C | |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STEPHENS PARTNERS LLC | C | Control |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STPEHENS LLC | C | |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STPEHENS LLC | C | |
| PIAZZA, JOSEPH, JOHN | I | ROBERTSON STPEHENS LLC | C |
Registrations
Federal
IA
Jul 11, 2017 REGISTERED
Notice Filings (8)
CA CT FL IL MA NH NY TX
Address
555 CALIFORNIA STREETSUITE 1625
SAN FRANCISCO, CA 94104
United States
Phone: 415 500-6810