Inactive

Mahir Trikumdas Vora

Robertson Stephens

San Francisco, CA

CRD 2648356

Claim This Profile

Employer firm

Robertson Stephens CRD 289977

$8.76B regulatory AUM 90 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Robertson Stephens

455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-11-19

NY RA
APPROVED

Since 2021-11-19

Branch Locations

810 Seventh Avenue Suite 615, New York, NY 10019 • United States

455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Tcw	New York	NY	06/2016	05/2018
Unemployed	New York	NY	06/2018	01/2020
Robertson Stephens Wealth Management	New York	NY	01/2020	Present

06/2016 → 05/2018

Tcw

New York, NY
06/2018 → 01/2020

Unemployed

New York, NY
01/2020 → Present

Robertson Stephens Wealth Management

New York, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-11-19

S65 Uniform Investment Adviser Law Examination

2021-11-19

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP

P2 CAPITAL PARTNERS, LLC

KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY

STEPHANIE LYNN FAGENSON

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY

P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor