Lac Partners (carryco), LP is listed as Member at Robertson Stephens Wealth Management, LLC in San Francisco, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Robertson Stephens Wealth Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Lac Partners (carryco), LP work?
Lac Partners (carryco), LP is listed as Member at Robertson Stephens Wealth Management, LLC on SEC Form ADV.
How much of Robertson Stephens Wealth Management, LLC does Lac Partners (carryco), LP own?
Form ADV reports a beneficial ownership band of Over 75%.