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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: San Francisco, CA HQ: San Francisco, CA

Robertson Stephens

$7.0B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($626.0M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Private Equity, Buyout, Secondaries, Multi-Strategy (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
18
5 Open Source Trails Below
Sum of Disclosed Rows
$626.0M
Total AUM: $7.0B
Median Disclosed Amount
$39.9M
Range: $10.0M – $54.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/18)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Robertson Stephens

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
RC CC Fund LPAdviser 7.B Vehicle Private Equity 2025
$54.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Mount Trident, L.P.Adviser 7.B Vehicle Multi-Strategy 2025
$47.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
SV Life Sciences Fund VI, L.P.Adviser 7.B Vehicle Buyout 2025
$39.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
ICG Strategic Secondaries Fund VIIAdviser 7.B Vehicle Secondaries 2024
$50.8M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
UP.Labs Fund IAdviser 7.B Vehicle Buyout 2024
$44.6M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Robertson Stephens

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Robertson Stephens (Family Office / MFO, $7.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 19.7% Actual; $90.9M Unallocated Target Bandwidth). SEC Form ADV (801-111814, CRD #289977) verified $6.99B discretionary AUM (Form ADV Discretionary Alternatives Allocation); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-12

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Robertson Stephens

439 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Robertson Stephens (18 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 6 Shared Vehicles

Dorchester Falmouth Hawthorne Mutual & Casualty Insurance General Account

Insurance Company Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Balderton Capital VIII (2022 Vintage)
Robertson Stephens: $35.0M · SEC Form ADV 7.B
Dorchester Falmouth Hawthorne Mutual & Casualty Insurance General Account: $78.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Bain Capital Ventures 2022 (2022 Vintage) · Bain Capital Ventures Select Fund III (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Commonfund OCIO, Inc.

OCIO / Wealth RIA Norwalk, CT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Ventures 2022 (2022 Vintage)
Robertson Stephens: $33.0M · SEC Form ADV 7.B
Commonfund OCIO, Inc.: $119.8M · SEC Form ADV 7.B

Additional shared vehicles: Balderton Capital VIII (2022 Vintage) · Bain Capital Ventures Select Fund III (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Boston Family Office

Family Office / MFO Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Ventures Select Fund III (2021 Vintage)
Robertson Stephens: $43.2M · SEC Form ADV 7.B
Boston Family Office: $12.8M · SEC Form ADV 7.B

Additional shared vehicles: Balderton Capital VIII (2022 Vintage) · Bain Capital Ventures 2022 (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+436 Additional Institutional LPs Report Shared Vehicles with Robertson Stephens

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Robertson Stephens

You are viewing 5 open public preview records (out of 18 total tracked records for Robertson Stephens) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (439 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Robertson Stephens

Venture Capital LPs →Private Equity LPs →Buyout LPs →Secondaries LPs →Multi-Strategy LPs →

Frequently Asked Questions: Robertson Stephens

What type of institutional allocator is Robertson Stephens and what is their typical disclosed ticket size?

Robertson Stephens is categorized under Family Office / MFO (Regional Roadshow Hub: San Francisco, CA; Headquarters: San Francisco, CA). Across 18 historical disclosure records tracked on Prilago ($626.0M total parsed USD across disclosed rows), the median disclosed amount is $39.9M (range: $10.0M to $54.0M).

Which private-market strategies appear in Robertson Stephens's public disclosures?

Robertson Stephens has disclosed records across Venture Capital, Private Equity, Buyout, Secondaries, Multi-Strategy. Open preview records include RC CC Fund LP (2025 Vintage), Mount Trident, L.P. (2025 Vintage), SV Life Sciences Fund VI, L.P. (2025 Vintage), ICG Strategic Secondaries Fund VII (2024 Vintage).

How are Robertson Stephens's historical records substantiated and separated from active searches on Prilago?

Records for Robertson Stephens cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Robertson Stephens's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/robertson-stephens or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Robertson Stephens?

In Prilago's bilateral commitment graph, Robertson Stephens shares resolved underlying fund vehicles with 439 institutional LPs across 18 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Dorchester Falmouth Hawthorne Mutual & Casualty Insurance General Account (6 shared vehicles, e.g. Balderton Capital VIII (2022 Vintage)), Commonfund OCIO, Inc. (6 shared vehicles, e.g. Bain Capital Ventures 2022 (2022 Vintage)), Boston Family Office (6 shared vehicles, e.g. Bain Capital Ventures Select Fund III (2021 Vintage)).

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