Insights

Niche Investment Focus Stephens Investment Management specializes in long-term, value-oriented investments across technology, healthcare, and natural resources, offering tailored financial products and strategies that may appeal to clients seeking personalized and sector-specific asset management services.

Boutique and Strategic Services As a small, strategically-focused firm acting as a family office, Stephens provides unique investment insights and personalized service levels, presenting opportunities to collaborate on bespoke financial solutions or wealth management offerings.

Diversified Product Portfolio With a broad range of financial products including hedge funds, venture funds, real estate, and direct investments, Stephens can be a potential partner for firms interested in expanding their product offerings or exploring alternative investment opportunities.

Recent Strategic Investment The firm's recent investment in Chegg indicates an active interest in dynamic growth companies, suggesting openness to engaging with innovative clients or partners in tech and education sectors.

Financial Profile Insights Operating with revenues between 1 million and 10 million and a small employee base, Stephens might be receptive to cost-effective technology solutions, investment analytics, or compliance services that support its niche and strategic growth objectives.

Stephens Investment Management, LLC Tech Stack

Stephens Investment Management, LLC's Email Address Formats

Stephens Investment Management, LLC uses at least 1 format(s):
Stephens Investment Management, LLC Email FormatsExamplePercentage
First@stephensim.comJohn@stephensim.com
100%

Frequently Asked Questions

Where is Stephens Investment Management, LLC's headquarters located?

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Stephens Investment Management, LLC's main headquarters is located at 1 Ferry Building Suite 255 San Francisco, California 94111 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Stephens Investment Management, LLC's phone number?

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You can contact Stephens Investment Management, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Stephens Investment Management, LLC's official website and social media links?

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Stephens Investment Management, LLC's official website is stephensim.com and has social profiles on LinkedIn.

What is Stephens Investment Management, LLC's NAICS code?

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Stephens Investment Management, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Stephens Investment Management, LLC have currently?

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As of March 2026, Stephens Investment Management, LLC has approximately 2 employees across 2 continents, including North AmericaEurope. Key team members include Managing Partner: B. S.Partner: P. S.Board Member: B. S.. Explore Stephens Investment Management, LLC's employee directory with LeadIQ.

What industry does Stephens Investment Management, LLC belong to?

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Stephens Investment Management, LLC operates in the Financial Services industry.

What is Stephens Investment Management, LLC's email format?

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Stephens Investment Management, LLC's email format typically follows the pattern of First@stephensim.com. Find more Stephens Investment Management, LLC email formats with LeadIQ.

When was Stephens Investment Management, LLC founded?

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Stephens Investment Management, LLC was founded in 2002.

Stephens Investment Management, LLC

Financial ServicesCalifornia, United States2-10 Employees

Stephens Investment Management is a boutique investment firm that manages a family of financial products. These products include: Hedge Funds, sector-focused Venture Funds, an Income Fund, a Real Estate Fund, a Fund-of-Funds, and private company Direct Investments. The underlying core to our strategy is based on conducting fundamental research on growing companies and sectors.

We are long-term investors, with a focus on value-priced growth companies. In conducting our bottom-up research, we look for: improving fundamentals, turnaround situations, new management or products, insider buying and other changes in the business that could become an investment catalyst. Our main three sectors of expertise are Technology, Healthcare and Natural Resources.

In addition, Stephens Investment Management acts as a strategic family office for the three family partners.

Section iconCompany Overview

Headquarters
1 Ferry Building Suite 255 San Francisco, California 94111 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Stephens Investment Management, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Stephens Investment Management, LLC's revenue is estimated to be in the range of $1M$10M

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