Holmdel, NJ Office

Robertson Stephens provides investment advisory services to individuals (including high‑net‑worth clients), families, trusts, family and multi‑family offices, charitable organizations, and retirement and profit‑sharing plans, offering discretionary and non‑discretionary portfolio management, investment and pension consulting, model portfolios, and a suite of planning services including tax and estate planning. The brochure reports $8.76 billion in assets under management as of December 31, 2025, and notes the firm has been registered with the SEC since 2017.

Advisors develop individualized asset allocation plans and investment policy statements and implement them using in‑house model portfolios, third‑party money managers and sub‑advisors; the Robertson Stephens Investment Office and Investment Committee oversee model construction, manager due diligence and capital market assumptions. The firm’s stated investment toolkit includes equities, fixed income, mutual funds, ETFs, options and private funds (including hedge and private equity), and it will consider ESG integration or exclusions on a case‑by‑case basis upon client request.

Distinctive aspects disclosed in the brochure include the firm’s presentation of predecessor performance in its materials, an uncommon practice among enterprise advisers, and its ownership and affiliation structure—majority ownership by Long Arc‑affiliated investment funds and the potential to recommend Long Arc Funds—which the brochure identifies as a source of conflicts of interest. The brochure also highlights additional referral and product relationships (including tax compliance and management services, an affiliated insurance agency, and an affiliated broker‑dealer), and explains operational practices such as direct fee debit and standing letters of authorization that can result in the firm being deemed to have custody.