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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-11-2017
- Office Locations
- 53
Office Locations
About Robertson Stephens
Robertson Stephens provides independent wealth planning and portfolio management for individuals and families, including entrepreneurs. The team draws experience from family offices, private banks, and boutique wealth managers to build tailored strategies that balance long-term growth with near-term opportunities and account for risk, taxes, liquidity, and values. Portfolios commonly use ETFs and mutual funds alongside fixed income and select private investments. Clients get a secure, real-time reporting platform; custody includes Schwab.
Team overview
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Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RAJARSHI BHATTACHARYYA
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
VIKRAM CHUGH
Advisor, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Chris Abbruzzese
Senior Vice President
- CRD
- --
CHRISTOPHER ENRICO ABBRUZZESE
Vice President
- CRD
- #2959986
Showing 2 of 95 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,992,879,444 | $848,444 |
| Non-Discretionary | $1,771,090,530 | $5,060,259 |
| Total | $8,763,969,974 | $1,020,015 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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