Robertson Stephens Wealth Management, LLC
This policy describes how Robertson Stephens Wealth Management, LLC, including our affiliate broker-dealer, Robertson Stephens Capital Markets, LLC, as well as Robertson Stephens Holdings, LLC, 415 Insurance Solutions, LLC, 1978 Private Office, LLC, and our affiliates LAC Partners LP, LAC Holdings LP, Long Arc Capital LP, VeArc Holdings, LLC, VeArc Two, LLC and VeArc Technologies Private Limited (hereafter “we”, “us”, “our” or “Robertson Stephens”) collect, use, and store Personal Information, which includes collection through our website, www.rscapital.com, and through services provided either through the website or through our Affiliates or Service Providers (collectively our “Services”). “Personal Information” is data about you or data that can be used to identify you, such as your name, address, phone number, email address, IP address, or other information that could lead to your identification as an individual. The terms Affiliates and Service Providers are defined later in this Privacy Policy. By using our Services, you acknowledge and consent to our practices described below.
If you are an employee or member of Robertson Stephens , please refer to the TriNet Privacy Policy. In the event of a conflict between the provisions in this Policy and the TriNet Privacy Policy, the terms of the latter shall control as to employees and members only.
Date last updated: January 23, 2026
When and how do we collect Personal Information?
We collect several types of information from and about you, including information:
- By which you may be personally identified, such as name, postal address, email address, telephone number, or any other identifier by which you may be contacted online or offline (“Personal Information”);
- That is about you but individually does not identify you; and/or
- About your internet connection, the equipment you use to access us, and usage details.
We collect this information:
- Directly from you when you provide it to us.
- Automatically as you navigate through our website or use our Services. Information collected automatically may include usage details, IP addresses, contents of online meetings, and information collected through cookies, web beacons, and other tracking technologies. Our Cookie Notice is detailed below.
- From third parties, for example, our Affiliates or Service Providers, defined later in this Policy.
- From publicly or commercially available sources such as social media, such as your name, address, email address, interests and demographic/profile data.
Information You Provide to Us
The information we collect may include:
- Information that you provide by filling in forms, account applications or other means. This includes information provided at the time of registering to use our Services, subscribing to our Services, posting material, or requesting further services. We may also ask you for information when you report a problem through any of our Services.
- Records and copies of your communication with us, such as correspondence (including email addresses), telephone calls should you choose to contact us or meetings you may hold with us.
- Your responses to surveys that we might ask you to complete for research purposes.
- Details of transactions you carry out and of the fulfillment of your orders, either with us or through our Affiliates or Service Providers. You may be required to provide financial information before placing an order.
- Your use and interaction with various features of our Services.
You also may provide information to be published or displayed (hereinafter, “posted”) on public areas of our website, or transmitted to other users or third parties, including text, images, audio, video, feedback, reviews, customer testimonials, profile content, and any associated metadata (the “User Contributions Please do not include personal information in User Contributions that you do not want to disclose publicly or that you are not authorized to share. Such material is created or posted at your own risk. User Contributions in public or community areas may be visible to others by default and may be indexed by search engines. Once posted, copies may remain viewable in cached and archived pages or may have been copied or stored by others. If you include personal information about others, you must have their permission to do so. Where applicable law requires, we will take steps to delete or restrict processing of sensitive information inadvertently collected.
Although we limit access to certain pages, please be aware that no security measures are perfect or impenetrable. Additionally, we cannot control the actions of other users of our Services with whom you may choose to share your User Contributions. Therefore, we cannot and do not guarantee that your User Contributions will not be viewed by unauthorized persons.
We may monitor, screen, remove, or restrict access to User Contributions that violate our policies or applicable law. However, we do not commit to review all content before it is posted and cannot ensure prompt removal. You may request removal of your own User Contributions by contacting us, but we might not be able to remove all copies if the content has been shared, reposted, or archived by others or where we are required to retain it.
We do not direct our website to children or individuals under the age of 18, nor do we knowingly collect, use, or store the Personal Information of individuals under 18 without the prior consent of their parent or guardian.
Cookie Notice: Information We Collect Through Automatic Data Collection Technologies
As you navigate through and interact with our Services, we may use automatic data collection technologies to collect certain information about your equipment, browsing actions, and patterns, including:
- Details of your visits to our Services, including traffic data, location data, logs, and other communication data and the resources that you access and use on the Services.
- Information about your computer and internet connection, including your IP address, operating system, and browser type.
The information we collect automatically is only statistical data and does not include personal information, but we may maintain it or associate it with personal information we collect in other ways or receive from third parties. It helps us to improve our Services and to deliver a better and more personalized service, including by enabling us to:
- Estimate our audience size and usage patterns.
- Store information about your preferences, allowing us to customize our Services according to your individual interests.
- Speed up your searches.
- Recognize you when you return to our Services.
As an example, the technologies we may use for this automatic data collection may include or be similar to:
- Cookies (or browser cookies). A cookie is a small file placed on the hard drive of your computer. You may refuse to accept browser cookies by activating the appropriate setting on your browser. However, if you select this setting, you may be unable to access certain parts of our Services. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies when you direct your browser to our Services.
- Flash Cookies. Certain features of our Services may use local stored objects (or Flash cookies) to collect and store information about your preferences and navigation to, from, and on our Services. Flash cookies are not managed by the same browser settings as are used for browser cookies.
- Web Beacons. Pages of our the Services and our emails may contain small electronic files known as web beacons (also referred to as clear gifs, pixel tags, and single-pixel gifs) that permit us, for example, to count users who have visited those pages or opened an email and for other related website statistics (for example, recording the popularity of certain website content and verifying system and server integrity).
We do not collect personal information automatically, but we may tie this information to personal information about you that we collect from other sources or that you provide to us.
Please note that our website does recognize “Do Not Track” signals and these can be used to block our cookies. You may adjust or revise your cookie settings by clicking on the “Consent Preferences” icon on the bottom left hand side of our website.
Third-Party Use of Cookies and Other Tracking Technologies
Some content or applications, including advertisements, on the Services are served by third-parties, including advertisers, ad networks and servers, content providers, and application providers. These third parties may use cookies alone or in conjunction with web beacons or other tracking technologies to collect information about you when you visit our website. The information they collect may be associated with your personal information or they may collect information, including personal information, about your online activities over time and across different websites and other online services. They may use this information to provide you with interest-based (behavioral) advertising or other targeted content.
We do not control these third parties’ tracking technologies or how they may be used. If you have any questions about an advertisement or other targeted content, please contact us at privacy@rscapital.com.
Why do we use or process your Personal Information?
We only use your Personal Information for a legal and legitimate interest, such as:
- Marketing: To the extent that we collect Personal Information when you contact us, we use the information solely in connection with preparing our response to you. We use it to send follow-up communications after we respond. We may also use this information to call to your attention similar products or offerings that might be of interest to you, or to provide you with updates about our company.
- Contract performance: We may use or process Personal Information in connection with pre-contract activities and discussions with you, and to perform a contract we have with you.
- Legal obligations: We will use or process Personal Information as necessary for compliance with a legal obligation to which we are subject. This includes using or processing Personal Information for defense of claims against us and satisfying any government reporting obligations and requests.
- Other legitimate interests: We will process your Personal Information for any of our other legitimate interests not described above. These include analyzing use of our website or services, tailoring website and news content, setting preferences in our website or electronic mailings, improving our website, improving third-party services we use through training, fulfilling our obligations to our clients and others, and managing our client and vendor relationships.
How and where do we disclose Personal Information?
We do not sell, trade, or otherwise transfer your information to outside parties without your consent. However, we do share your information with trusted affiliates or service providers who assist us in operating our website and conducting our business (our “Affiliates” or “Service Providers”), but only so long as our Affiliates or Service Providers agree to keep this information confidential. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We operate our Services from the United States and store information of registered users who have consented to our use and transfer of the data in the United States. We market and provide Services in many other countries. Accordingly, we will disclose information collected through our website, as well as other Personal Information you may share with us, across offices and geographical boundaries, within and outside of our company, for legal and legitimate purposes as described above.
The recipients of your Personal Information may be located outside of the jurisdiction where you reside. The laws of these other countries may not provide the same level of protection as the laws of your home country. By voluntarily providing us with your Personal Information, you acknowledge the disclosure of such information to these recipients.
We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others’ rights, property, or safety.
How do we protect your Personal Information?
We implement a variety of security measures to maintain the safety of your Personal Information when you enter, submit, or access your Personal Information. Even so, please do not disclose any private or confidential information to us, unless transferred through one of our secure portals. We cannot guarantee the security of any information transmitted to us over the Internet.
How long do we keep Personal Information?
We will keep your Personal Information until we no longer expect to need it for any legal and legitimate purpose and otherwise in keeping with all applicable laws. At the appropriate time, we will take reasonable steps to destroy your Personal Information, except where we must retain it to satisfy legal or professional ethical obligations.
What are your rights regarding your Personal Information?
Depending on where you live, and subject to our obligations under applicable laws, you may have certain rights and choices regarding your Personal Information as follows:
A. General Regional Rights
Access Rights: You may have the right to receive certain information, such as the following (these rights, and the applicable types of data and time periods, will vary depending on the laws applicable to the state or country in which you reside):
- The categories of Personal Information we have collected or disclosed about you; the categories of sources of such information; the business or commercial purpose for collecting or selling your Personal Information; and the categories of third parties with whom we shared Personal Information.
- Access to and/or a copy of certain Personal Information we hold about you.
- In some circumstances, you may have the right to obtain certain Personal Information in a portable format.
Erasure: You may have the right to request that we delete certain Personal Information we have about you. We may either decide to delete your Personal Information entirely, or we may anonymize or aggregate your Personal Information such that it no longer reasonably identifies you. Certain Personal Information may be exempt from such requests under applicable law. For example, we need certain types of information so that we can provide our Services to you, we may be required to retain certain information for legal purposes, and there may be other reasons we may need to keep certain Personal Information under various applicable laws. In addition, if you ask us to delete your Personal Information, you may no longer be able to access or use some of our Services.
Correction: You may have the right to request that we correct certain Personal Information we hold about you.
Limitation of Processing: Certain laws may allow you to object to or limit the manner in which we process some of your Personal Information, including the ways in which we use or share it. For example, you may have these rights if the processing was undertaken without your consent in connection with our legitimate business interests (although we may not be required to cease or limit processing in cases where our interests are balanced against your privacy interests).
Regulator Contact: You may have the right to contact or file a complaint with regulators or supervisory authorities about our processing of Personal Information. To do so, please contact your local data protection or consumer protection authority.
If you believe that you have specific rights under your jurisdiction and you would like to exercise any of these rights, please submit a support request through our website or email us at privacy@rscapital.com. Other than marketing opt-out and do-not-sell requests, you will be required to verify your identity before we fulfill your request. In certain jurisdictions, you may be able to designate an authorized agent to make a request on your behalf, subject to certain requirements of your applicable law. We may require that you provide the email address we have on file for you (and verify that you can access that email account) as well as an address, phone number, or other data we have on file, in order to verify your identity. If an agent is submitting the request on your behalf, we reserve the right to validate the agent’s authority to act on your behalf, and we may be required to take additional verification measures under applicable law.
B. Important Information for European Union, United Kingdom, India and China Users
If you are a user from the European Union, United Kingdom, India or China you should be aware that we are the controller of your Personal Information (Data Controller) under the EU General Data Protection Regulation (“GDPR”), the UK General Data Protection Regulation (“UK GDPR”), China’s Personal Information Protection Law (“PIPL”) and such similar laws promulgated in the various EU countries, India and China. You may have certain additional rights regarding your Personal Information (as defined in the GDPR and UK GDPR, for instance), including the right to:
- access your information;
- rectify your information if it is incorrect or incomplete;
- have your information erased (“right to be forgotten”) if certain grounds are met;
- withdraw your consent to our processing of your information at any time, if our processing is based on consent;
- object to our processing of your information, if our processing is based on legitimate interests;
- object to our processing of your information for direct marketing purpose;
- receive your information from us in a structured, commonly used, and machine-readable format; and,
- the right to transmit your information to another controller without hindrance from us (data portability).
There is no charge for any of these requests. To make a request, please contact us at privacy@rscapital.com. We try to respond to such requests in a timely manner, but in no event longer than one month. When we collect your Personal Information, we maintain and store it for as long as we determine reasonably necessary to provide our services to you, unless you exercise your right to erasure described above, or to comply with applicable legal requirements.
If you are a resident of the European Union, United Kingdom or China, when we process your Personal Information, we will only do so in the following situations:
- We have a contractual obligation.
- You have provided your consent when registering for our Services. However, you are able to remove your consent at any time, and you may do this by contacting us at privacy@rscapital.com.
- We have a legal obligation.
- We have a legitimate interest in processing your Personal Information. For example, we may process your Personal Information to send you marketing communications, relevant content, products, or to communicate with you about changes to our Services, and to provide, secure, and improve our Services.
You should be aware that Personal Information that you provide to us may be transferred out of the country in which you reside to servers in a country that may not guarantee the same level of protection as the one in which you reside. Nevertheless, we will take all steps reasonably necessary to ensure that your Personal Information is treated securely in accordance with this Privacy Policy, and no transfer of your Personal Information will take place to a third party unless there are adequate controls in place to protect your Personal Information and/or you have provided contractual consent by registering an account with us.
C. U.S. State-Specific Rights
Various states provide specific rights to residents of the state regarding Personal Information, which includes allowing consumers in these states to opt out of certain sharing of their data.
Depending on where you reside, your state may have enacted privacy laws (e.g., as of the date of this Policy California, Colorado, Connecticut, Delaware, Indiana, Iowa, Kentucky, Maryland, Minnesota, Montana, Nebraska, New Hampshire, New Jersey, Oregon, Tennessee, Texas, Utah and Virginia) that allow you to request that we:
- Disclose the sources, categories, and specific pieces of Personal Information we have collected about you, how that information is used, and with whom Robertson Stephens shares it;
- Disclose the purpose for collecting Personal Information;
- Disclose the categories of third parties with whom we share Personal Information;
- Delete/rectify/restrict their Personal Information, subject to certain exceptions (right of rectification not applicable to Iowa and Utah residents)
- Disclose, for any “sales” of Personal Information, the categories of Personal Information collected and sold and to what categories of third parties it was sold;
- Opt out of sales of your Personal Information (if any) or subject certain Personal Information to automated decision-making algorithms (not applicable to Iowa or Utah residents);
- Provide a copy of your Personal Information in a readily usable format that allows the information to be transmitted to others; and,
- Not discriminate against you for exercising any of the rights described above.
Residents of these states may exercise these rights by emailing us at privacy@rscapital.com. If you are a resident of Colorado, you must consent for us to process outside of Colorado any of your Sensitive Personal Information (defined as information related to race, political and religious beliefs, sexual orientation and sexual life, criminal convictions, work history, membership in professional organizations or trade unions, biometric or health information). We maintain your consent on file when you register for our Services, including completion of your investment profile and thereby consent to processing of any your Sensitive Personal Information, such as work history, outside of Colorado.
In general, we, including our Affiliates or Service Providers, collect the following California regulated categories of Personal Information (PI) from you:
| Category | Examples | Collected |
| A. Identifiers. | A real name, alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, account name, Social Security number, driver’s license number, passport number, or other similar identifiers. | YES |
| B. PI categories listed in the California Customer Records statute (Cal. Civ. Code § 1798.80(e)). | A name, signature, Social Security number, physical characteristics or description, address, telephone number, passport number, driver’s license or state identification card number, insurance policy number, education, employment, employment history, bank account number, credit card number, debit card number, or any other financial information, medical information, or health insurance information. Some PI included in this category may overlap with other categories. | YES |
| C. Protected classification characteristics under California or federal law. | Age (40 years or older), race, color, ancestry, national origin, citizenship, religion or creed, marital status, medical condition, physical or mental disability, sex (including gender, gender identity, gender expression, pregnancy or childbirth and related medical conditions), sexual orientation, veteran or military status, genetic information (including familial genetic information). | YES |
| D. Commercial information. | Records of personal property, products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies. | NO |
| E. Biometric information. | Genetic, physiological, behavioral, and biological characteristics, or activity patterns used to extract a template or other identifier or identifying information, such as, fingerprints, faceprints, and voiceprints, iris or retina scans, keystroke, gait, or other physical patterns, and sleep, health, or exercise data. | NO |
| F. Internet or other similar network activity. | Browsing history, search history, information on a consumer’s interaction with our Service or advertisement. | YES |
| G. Geolocation data. | Physical location or movements. | NO |
| H. Sensory data. | Audio, electronic, visual, thermal, olfactory, or similar information. | NO |
| I. Professional or employment-related information. | Current or past job history or performance evaluations. | YES |
| J. Non-public education information | Education records directly related to a student maintained by an educational institution or party acting on its behalf, such as grades, transcripts, class lists, student schedules, student identification codes, student financial information, or student disciplinary records. | NO |
| K. Inferences drawn from other PI. | Profile reflecting a person’s preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities, and aptitudes. | YES |
Have we shared your Personal Information for a business purpose?
Yes. In the preceding twelve (12) months, we have disclosed the following categories of Personal Information for a business purpose with our Affiliates and Service Providers:
- Category A: Identifiers such as real name, alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address
- Category B: PI categories
- Category C: Protected classification characteristics
- Category F: Internet or other similar network activity
- Category I: Professional or employment-related information
- Category K: Inferences drawn from other PI
How can you exercise your privacy rights?
If you wish to exercise any of these rights, you may: (a) email us at privacy@rscapital.com; (b) call us at +1 (415) 500-6810 or (c) send us a message through our website at www.rscapital.com/contact.
To change information that we collect through this website, please email privacy@rscapital.com. We allow you to opt out of future communications at any time by clicking the “unsubscribe” link at the bottom of all emails.
If you would like to make a complaint about how we have handled your Personal Information, or to make a complaint about a breach of data protection laws, please email us. We will investigate complaints and will communicate the outcome of the investigation to you after the complaint is made in accordance with applicable law. You may also have a right in some locations to file a complaint with your local data protection authority.
How do we notify you of changes to our Privacy Policy?
If we make minor changes to our Privacy Policy, we will post those changes on this page, and/or update the Privacy Policy modification date at the beginning of this document. If we materially change this Privacy Policy, we will notify you via email and/or provide a notice on our website home page.
How can you contact us?
If you have any questions about this Privacy Policy, you may contact us using the information below.
Robertson Stephens Wealth Management, LLC
455 Market Street Ste 1450, San Francisco CA 94105
(415) 500-6810