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Robertson Stephens
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, the current Robertson Stephens Wealth Management relaunched operations as Robertson Stephens Wealth Management, LLC. As of December 2025, the firm has over $8.7 billion in client assets with offices in California, Colorado, Connecticut, Idaho, Illinois, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, Wyoming and Oregon.
The firm's earliest predecessor, Robertson, Colman & Siebel was founded in 1969 by Sandy Robertson, Robert Colman and Ken Siebel. In 1971, Thomas Weisel, who would later found Montgomery Securities and Thomas Weisel Partners, joined the firm, which was renamed Robertson, Colman, Siebel & Weisel.
In 1978, Thom Weisel, the junior partner pulled off what was described later as a "mutiny" of the firm. Weisel became chief executive of the firm and prompted the departure of Robertson and Colman. Weisel changed the name of the original firm to Montgomery Securities.
Robertson left the firm in October 1978 and founded Robertson, Colman, Stephens & Woodman along with partners Robert Colman and Dean Woodman and many of the firm's leading bankers. The name of the firm was shorted to Robertson Stephens & Company in 1989. Robertson Stephens and Montgomery Securities would remain fierce rivals for two decades.
Robertson Stephens was founded as an independent partnership and remained independent until the late 1990s, when its ownership changed hands several times. In June 1997, the partners sold Robertson Stephens to BankAmerica for $540 million. The combined firm would operate as BancAmerica Robertson Stephens for approximately 11 months.
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Robertson Stephens
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, the current Robertson Stephens Wealth Management relaunched operations as Robertson Stephens Wealth Management, LLC. As of December 2025, the firm has over $8.7 billion in client assets with offices in California, Colorado, Connecticut, Idaho, Illinois, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, Wyoming and Oregon.
The firm's earliest predecessor, Robertson, Colman & Siebel was founded in 1969 by Sandy Robertson, Robert Colman and Ken Siebel. In 1971, Thomas Weisel, who would later found Montgomery Securities and Thomas Weisel Partners, joined the firm, which was renamed Robertson, Colman, Siebel & Weisel.
In 1978, Thom Weisel, the junior partner pulled off what was described later as a "mutiny" of the firm. Weisel became chief executive of the firm and prompted the departure of Robertson and Colman. Weisel changed the name of the original firm to Montgomery Securities.
Robertson left the firm in October 1978 and founded Robertson, Colman, Stephens & Woodman along with partners Robert Colman and Dean Woodman and many of the firm's leading bankers. The name of the firm was shorted to Robertson Stephens & Company in 1989. Robertson Stephens and Montgomery Securities would remain fierce rivals for two decades.
Robertson Stephens was founded as an independent partnership and remained independent until the late 1990s, when its ownership changed hands several times. In June 1997, the partners sold Robertson Stephens to BankAmerica for $540 million. The combined firm would operate as BancAmerica Robertson Stephens for approximately 11 months.