STEP ADVISERS, LLC

Overview

Step Advisers, LLC is a small limited liability RIA that focuses on portfolio management for individual and family clients, with an emphasis on servicing individuals and small businesses. The firm registered with the SEC in 2022 and operates under an “other” fee arrangement rather than a standard AUM-based or purely commission model. It does not identify as an active ESG investor, and it is not positioned as a capital allocator or pension consultant. From the activity listed, Step Advisers appears to deploy traditional pooled investment vehicles rather than running in-house alternative strategies. The advisory mandate centers on retail and family relationships rather than institutional mandates, which suggests the firm structures portfolios to match household-level goals and risk tolerances rather than large, bespoke institutional solutions. Manager allocation interests are limited in the public record: there is a slot for third‑party alternative managers but no named external alternative fund managers. That, combined with the explicit use of mutual funds, points to a preference for turn-key, third‑party vehicles and model-based portfolio construction rather than direct-sourced private market commitments.

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