/Investor DB

Stephens Investment Management

Institutional investor

Houston · Growth · 31 people tracked

Also known as STEPHENS INVESTMENT MANAGEMENT GROUP, LLC

Find your way into Stephens Investment Management

Sign up to see every warm intro you have to Stephens Investment Management

  • Paths you didn't know you had: your email and LinkedIn already hold routes to the Stephens Investment Management team. We find them for you
  • 2nd- and 3rd-degree connections: the friend-of-a-friend routes that take hours to manually find through your inbox or LinkedIn
  • Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone

Days of research, done the moment you sign in, with every route ranked by how warm it is.

✨ Fox Verdict
Sign up to see your fit

Investment thesis

SIMG focuses exclusively on small- and mid-cap growth equities, operating on the belief that earnings growth drives stock performance and that inefficiencies in these markets create opportunities for active managers to outperform across market cycles. The firm uses a disciplined, repeatable, bottom-up portfolio construction process that blends 'Core Growth' and 'Earnings Catalyst' stocks to position portfolios for varying market conditions. A team-based approach encourages vigorous debate and information sharing, while attention to behavioral biases and thematic concentration guides decisions. SIMG emphasizes transparency, organizational stability, and alignment with clients through phantom equity and significant personal investment in the firm's products.

Invests inCrypto & Web3Sector AgnosticHoustonUnited States

Source: firm website, verified Sep 29, 2026.

Stage
Growth
HQ
Houston, US
Instruments
Equity
Founded
2005
AUM
$9.5B

Team · 31 people

from the firm's website & public directories
John M. Thornton· Senior Portfolio Manager, CFA
John R. Keller· Portfolio Manager, CFA
Kelly Ranucci· Senior Portfolio Manager, CFAin
Samuel M. Chase III· Senior Portfolio Manager, CFA
Allison Rhodes· Chief Compliance Officer and General Counsel
Amanda Burnett· Marketing & Administrative Coordinator
Andie Fletcher· Operations Associate
Charles Clavel· Senior Quantitative Equity Analyst, CFA
Daniel Keene· Operations Administrator
Justyn Gaddis· Senior Equity Analyst, CFA
Kim Tucker· Relationship Managerin
Laura Neve· Compliance Analyst and Assistant Secretary
Marc Little· Vice President, Relationship Manager
Mark A. Merricks· Senior Equity Trader
Michael Nolte· Chief Operating Officerin
Patrick White· Vice President, Director, Relationship Management & Client Servicesin
Ryan Lambert· Equity Analyst
Tammy Stewart· Administrator of Operations and Client Servicesin
Travis Jones· Equity Trader, CFA
Warren Simpson· Chief Executive Officerin
Brad Eichler· Directorin
Larry Bowden· Directorin
Larry Bowen· Director
Mark C. Doramus· Director
Nik Fisken· Director
Rachel Mayo· Director
Scanlon Kevin· Director
Todd Ferguson· Director

Frequently asked questions

What stage does Stephens Investment Management invest at?
Stephens Investment Management invests at the Growth stage.
What sectors does Stephens Investment Management focus on?
Stephens Investment Management focuses on Crypto & Web3, Sector Agnostic.
Where is Stephens Investment Management located?
Stephens Investment Management is headquartered in Houston, US.

Images

Stephens Investment Management photoStephens Investment Management photoStephens Investment Management photoStephens Investment Management photoStephens Investment Management photoStephens Investment Management photo

Similar investors

Featured in lists