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Robertson Stephens Holdings, LLC is a San Francisco wealth management firm serving high-net-worth individuals and families.
Founded in 2013 and headquartered in San Francisco, US, Robertson Stephens Holdings, LLC offers tailored investment strategies, financial planning and fiduciary services to high-net-worth individuals and families in the United States, Europe and Asia. Its revenue comes mainly from advisory fees, typically based on assets under management or retainers. The firm's most recent transaction was completed on April 1, 2018, and it received funding from Long Arc Capital in early 2018.
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