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- Robertson Stephens is a wealth management firm serving high net worth individuals and family offices. The firm is registered with the United States Securities and Exchange Commission as an investment advisor. Robertson Stephens was founded as boutique investment bank, Robertson Stephens & Company. It was among the most active investment banks in the technology sector at the height of the internet boom, underwriting 74 IPOs with a total value of $5.5 billion between 1999 and 2000. Robertson was the lead underwriter of some of the most prominent firms of the 1990s stock boom, including Switchboard, Mapquest, E-Trade and Vericity, as well as retailer Bebe. The firm was closed by its parent company, FleetBoston, in July 2002, as a result of the collapse of the technology sector and the end of the dot-com bubble. It had approximately 950 employees at the time it was shuttered. In February 2013, Robertson Stephens reopened as a wealth advisory firm, Robertson Stephens LLC, providing institutional-level investment management services to individual clients until closing at the end of 2017. In January 2018, with sponsorship from private equity firm Long Arc Capital, Robertson Stephens Wealth Management relaunched operations as Robertson Stephens Wealth Management, LLC. As of December 2021, the firm has 62 employees and over $3.9 billion in client assets. (en)
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