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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Robertson Stephens

SAN FRANCISCO, CA
CRD: 289977
In network coverage since October 20, 2026 · 2 stories
$8.8BRegulatory AUMSEC Form ADV · Oct 24
118EmployeesForm ADV
4Deals on our tracker
Deal recordFull tracker →
Oct 19, 26Deal closedAlpha Investment Consulting Group — coverage
Oct 19, 26Deal closedAlpha Investment Consulting Group · $714M — coverage
Oct 19, 26Deal closedAlpha Investment Consulting Group · $714 — coverage
Oct 19, 26Deal closedAlpha Investment Consulting Group — coverage
Network coverage
M&A

Robertson Stephens combines with Alpha Investment Consulting, passes $10 billion in client assets

The Milwaukee institutional consultant brings a six-person team led by Bob Bukowski and clients including foundations, endowments and nonprofits.
Moves · Oct 20CircleBlack names Robertson Stephens COO Vikram Chugh as CEO
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