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Robertson Adds Vine Street Wealth Management to Expand AUM to USD 1.3bn
Tuesday 25 February 2020

25 February 2020 - US investment advisory Robertson Stephens Wealth Management, LLC has acquired San Francisco Bay Area registered investment advisor Vine Street Wealth Management to increase assets under management to more than USD 1.3bn, the company said.
Terms of the transaction were not disclosed.
Robert Stephens Wealth now has 31 employees across four office locations in San Francisco, New York, Sun Valley and Holmdel.
Adding Vine Street to the company's San Francisco office deepens connections in the Bay Area.
Schwab Advisory Services will continue to act as the primary custodian for the Vine Street team's client investment assets.
Robertson Stephens Wealth Management, LLC provides wealth management solutions for high-net-worth individuals and family offices nationwide. In 2018, with sponsorship from private equity firm Long Arc Capital, Robertson Stephens commenced operations.
Vine Street specialises in investment management, comprehensive wealth planning services and outsourced CFO solutions.
Details
Date Published: 25/02/2020
Target: Vine Street Wealth Management
Country: USA
Sector: Banking/Financial Services
Type: Corporate acquisition
Financing:
Status: Closed
Vendor:
Buyer: Robertson Stephens Wealth Management
Comment:
Terms of the deal were not disclosed

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