← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（08/08/2024）
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC · 所有者与执行高管（CRD 289977）
机构事实页：ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC 事实页 → | 官方原文：IAPD firm-summary/289977
Schedule A · 直接所有者（6 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| ROBERTSON STEPHENS HOLDINGS, LLC | 境内实体 | MANAGING MEMBER | 是 | E |
| KATZ, STUART | 个人 | CHIEF INVESTMENT OFFICER | 是 | NA |
| CURLEY, MICHAEL, JAMES | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| WESTBROOK, DAVID | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| CHUGH, VIKRAM | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
| BHATTACHARYYA, RAJARSHI | 个人 | CHIEF EXECUTIVE OFFICER | 是 | NA |
Schedule B · 执行高管（10 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| LAC INV - RS LLC | UNIT HOLDER | 是 |
| BHANDARI, GAURAV | MANAGER | 是 |
| LAC RS MANAGER, LLC | SOLE MANAGER | 是 |
| WHAMOND, WILLIAM, TOBIN | PRESIDENT | 是 |
| LAC HOLDINGS (CARRYCO), LP | SOLE MEMBER | 是 |
| LAC PARTNERS (CARRYCO), LP | MEMBER | 是 |
| LONG ARC CAPITAL GP LLC | GENERAL PARTNER | 是 |
| BHANDARI, GAURAV | SOLE MEMBER | 是 |
| LONG ARC CAPITAL GP LLC | GENERAL PARTNER | 是 |
| BHANDARI, GAURAV | MANAGER & SOLE MEMBER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
