Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. This material is for general informational purposes only and should not be construed as investment, tax or legal advice. It does not constitute a recommendation or offer to buy or sell any security, has not been tailored to the needs of any specific investor, and should not provide the basis for any investment decision. Please consult with your Advisor prior to making any investment decisions. The information contained herein was compiled from sources believed to be reliable, but Robertson Stephens does not guarantee its accuracy orcompleteness.Information, views and opinions are current as ofthe date ofthis presentation,are based on the information available atthe time, and are subjectto change based on marketand other conditions. Robertson Stephens assumes no duty to update this information. Unlessotherwise noted, any individual opinions presented are those of the author and not necessarilythose of Robertson Stephens. Performancemaybe compared to several indices.Indices are unmanaged and reflect the reinvestment of all income or dividends but do notreflectthe deduction of any fees orexpenses which would reduce returns. A complete list of RobertsonStephens Investment Office recommendations overthe previous 12 months is available upon request. Past performance does not guarantee future results.Forward-looking performance objectives,targets or estimates are not guaranteed and may notbe achieved.Investing entailsrisks, including possible loss of principal. Alternative investments are speculative and involve substantialrisks including significant loss of principal, high illiquidity, long time horizons, unevengrowth rates,high fees, onerous tax consequences,limitedtransparency and limited regulation.Alternative investmentsare not suitable for all investors and are only available to qualified investors. Please referto the private placement memorandumfor a complete listing anddescription ofterms and risks. Thismaterial is an investment advisory publication intended forinvestment advisoryclients and prospective clients only. Robertson Stephens onlytransactsbusiness in states in which it is properlyregistered or is excluded orexempted fromregistration.A copy of Robertson Stephens’ current written disclosure brochure filed with the SEC which discusses, amongotherthings, Robertson Stephens’business practices, services and fees, isavailable through the SEC’s website at:www.adviserinfo.sec.gov. ©2025 RobertsonStephensWealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark ofRobertson Stephens Wealth Management, LLC in the United States and elsewhere. © 2025 Robertson Stephens. Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere.
Small Cap Performance
Below are the calendar year and annualized returns for our small cap composite portfolio.
Calendar Year Returns
Annualized Returns Through Q1, 2025
1 Net of Fees
2 Source: Addepar
3 Inception: 1/1/2020
Disclosure and Source
Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. This material is for general informational purposes only and should not be construed as investment, tax or legal advice. It does not constitute a recommendation or offer to buy or sell any security, has not been tailored to the needs of any specific investor, and should not provide the basis for any investment decision. Please consult with your Advisor prior to making any investment decisions. The information contained herein was compiled from sources believed to be reliable, but Robertson Stephens does not guarantee its accuracy orcompleteness.Information, views and opinions are current as ofthe date ofthis presentation,are based on the information available atthe time, and are subjectto change based on marketand other conditions. Robertson Stephens assumes no duty to update this information. Unlessotherwise noted, any individual opinions presented are those of the author and not necessarilythose of Robertson Stephens. Performancemaybe compared to several indices.Indices are unmanaged and reflect the reinvestment of all income or dividends but do notreflectthe deduction of any fees orexpenses which would reduce returns. A complete list of RobertsonStephens Investment Office recommendations overthe previous 12 months is available upon request. Past performance does not guarantee future results.Forward-looking performance objectives,targets or estimates are not guaranteed and may notbe achieved.Investing entailsrisks, including possible loss of principal. Alternative investments are speculative and involve substantialrisks including significant loss of principal, high illiquidity, long time horizons, unevengrowth rates,high fees, onerous tax consequences,limitedtransparency and limited regulation.Alternative investmentsare not suitable for all investors and are only available to qualified investors. Please referto the private placement memorandumfor a complete listing anddescription ofterms and risks. Thismaterial is an investment advisory publication intended forinvestment advisoryclients and prospective clients only. Robertson Stephens onlytransactsbusiness in states in which it is properlyregistered or is excluded orexempted fromregistration.A copy of Robertson Stephens’ current written disclosure brochure filed with the SEC which discusses, amongotherthings, Robertson Stephens’business practices, services and fees, isavailable through the SEC’s website at:www.adviserinfo.sec.gov. ©2025 RobertsonStephensWealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark ofRobertson Stephens Wealth Management, LLC in the United States and elsewhere. © 2025 Robertson Stephens. Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere.
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