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Chief Operating Officer · Robertson Stephens

Vikram Chugh

CRD 4908766 · Named on Form ADV at one SEC-registered adviser

At a glance

Robertson Stephens, an SEC-registered wealth manager based in SAN Francisco, CA with $8.8 billion in regulatory assets, lists Vikram Chugh on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

  • Robertson StephensChief Operating OfficerWealth manager · SAN Francisco, CA · $8.8B in regulatory assets

AtlasMembers

Vikram’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Vikram’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.