STEPSTONE PRIVATE WEALTH

RIASEC RegisteredEst. 2019

Total AUM

$8.2B

Discretionary

$8.2B

100% of AUM

Avg account

$817M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 305881
Registered since: November 14, 2019
Website: www.stepstonegroup.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies85.25%
Pooled Investment Vehicles14.75%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Stepstone Private Wealth is an SEC‑registered limited liability company that began registration in 2019 and serves institutional clients. The firm operates as an adviser to pooled vehicles and investment companies, charging a mix of percentage‑of‑AUM and performance‑based fees. It identifies as an active ESG investor and is organized with domestic entity and individual ownership. In addition to allocating to third‑party managers, the firm is affiliated with activities typical of sponsors and general partners for pooled investment vehicles.