Stepstone Private Wealth

Overview

Stepstone Private Wealth is an SEC-registered LLC that provides investment management and fund sponsorship services to institutional clients. Registered in 2019, the firm is classified as a venture capital fund and an "other" fund provider and performs portfolio management for investment companies and pooled investment vehicles. Its business model mixes AUM-based fees with performance-based fees, and it serves predominantly institutional accounts rather than retail clients. The firm is active as a sponsor/GP and is affiliated with other investment-advice and commodity/pool sponsor activities, rather than functioning as a pure third-party capital allocator. Stepstone Private Wealth identifies as an active ESG investor and incorporates environmental, social and governance considerations into its investment and manager selection processes.

Assets & Accounts

Investments & Alternatives

Location & Offices