Stepstone Group Real Estate LP

RIASEC RegisteredEst. 2015
Total AUM
$17.2B
Discretionary
$15.4B
89% of AUM
Avg account
$257M
Accounts
67
Employees
117
Advisory reps
6

Firm details

Headquarters
La Jolla, California
CRD number
281698
Registered since
November 2, 2015
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles92.25%
  • Pension & Profit Sharing Plans7.66%
  • State / Municipal Government0.09%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Stepstone Group Real Estate LP is a limited partnership that focuses on real estate and related private-market strategies for institutional clients. Registered with the SEC in 2015, the firm functions as an adviser to pooled vehicles and to businesses or institutions, and it provides selection-of-adviser services and pension consulting. It also operates in a CPO/CTA capacity and serves as sponsor or GP for pooled investment vehicles. Fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. The firm identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 6
  • Bendukai Bouey

    Bendukai Bouey

    Chief Compliance Officer and Deputy General CounselCRD 2288174

  • Jose Fernandez

    Jose Fernandez

    Co-Chief Operating OfficerCRD 4915212

  • Jason Ment

    Jason Ment

    President and Co-COOCRD 5512276

Unlock 3 more executives

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

La Jolla, CA

San Diego

Location

La Jolla, CA

Headquartered in La Jolla, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
4225 Executive Sq
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth