Robertson Stephens Wealth Management, LLC

San Francisco, CA

California

Registered In

02/27/2018

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Robertson Stephens Wealth Management, LLC in San Francisco, CA lists Robertson Stephens Holdings, Llc of San Francisco, CA and Raj Bhattacharyya of New York, NY

Overview

Registered In

California

Incorporation Date

02/27/2018

Company Type

Limited Liability Company - Out of State

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Delaware

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People

C T Corporation System Registered 1505 Agent	28 LIBERTY ST, NEW YORK, NY 10005 (View Past Addresses)
Robertson Stephens Holdings, Llc Manager	455 MARKET ST STE 1600, SAN FRANCISCO, CA 94105-2444 (View Past Addresses)
Raj Bhattacharyya CEO	810 7TH AVE STE 615, NEW YORK, NY 10019

Showing current associates only (3 of 5 total associates). Create a free account to see the full associate history

Map & Locations

455 MARKET ST STE 1600, SAN FRANCISCO, CA 94105-2444 View Map

Showing current addresses only (1 of 3 total addresses). Create a free account to see the full address history

Financials

Financial Information for Robertson Stephens Wealth Management, LLC

PPP Loans

ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

201 Mission St Suite 510, SAN FRANCISCO, CA 94105-1805 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
04/10/2020	Approved$548,800 Forgiven$558,694 LenderNewtek Small Business Finance, Inc. Jobs35	04/10/2020	$548,800	$558,694	Newtek Small Business Finance, Inc.	35

PPP Loans based on Paycheck Protection Program.

Linked Companies

Person/Address Match:Robertson Stephens Holdings Llc -

Robertson Stephens Holdings, LLC Registered in New York	San Francisco, CA	View Report
Robertson Stephens Registered in Pennsylvania	San Francisco, CA	View Report
Robertson Stephens Capital Markets, LLC Registered in California	San Francisco, CA	View Report
Robertson Stephens Wealth Management, LLC Registered in Idaho	San Francisco, CA	View Report
Robertson Stephens Wealth Management, LLC Registered in Texas	San Francisco, CA	View Report

Address Match:455 Market St Ste 1600 San Francisco, CA

Robertson Stephens Holdings, LLC Registered in California	San Francisco, CA	View Report
Robertson Stephens Sellpoints LLC Registered in California	San Francisco, CA	View Report
Robertson Stephens Tr LLC Registered in California	San Francisco, CA	View Report

Address Match:455 Market St San Francisco, CA

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Related Business Names:

Robertson Stephens Wealth Management LLC Registered in New Jersey		View Report
Robertson Stephens Wealth Management, LLC Registered in New York	San Francisco, CA	View Report
Robertson Stephens Wealth Management, LLC Registered in Washington	Olympia, WA San Francisco, CA	View Report
Robertson Stephens Wealth Management, LLC Registered in Pennsylvania		View Report
Robertson Stephens Wealth Management, LLC Registered in North Carolina	Raleigh, NC San Francisco, CA	View Report
Robertson Stephens Wealth Management, LLC Registered in Colorado	Centennial, CO San Francisco, CA	View Report

View More in San Francisco, CA

Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Small Business Administration