STEPSTONE PRIVATE WEALTH
STEPSTONE GROUP PRIVATE WEALTH LLC Legal Name
Adviser information for STEPSTONE PRIVATE WEALTH last updated from Form ADV on June 29th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | MARCH |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 52 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 21 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $1.5B |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $1.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 2 | $1.1B |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $433.1M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 67 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-117639 |
|---|---|
| SEC ERA File Number | 801-117639 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 305881 |
| Legal Entity Identifier | None |
Principal Office
128 SOUTH TRYON STREETSUITE 880
CHARLOTTE
NC
United States
Monday - Friday, 9AM-5PM
Tel: 704-215-4300, Fax: None
Websites
mobile.twitter.com/stepstonevc
www.stepstoneglobal.com/
www.linkedin.com/company/stepstone-group/
twitter.com/stepstonegroup
www.facebook.com/stepstone-group
www.instagram.com/stepstone_inc/
www.linkedin.com/company/conversus-a-stepstone-company/
www.stepstonegroup.com
vimeo.com/stepstonegroup
twitter.com/stepstonevc
www.instagram.com/stepstonegroup/
www.linkedin.com/company/stepstone-private-wealth/
www.instagram.com/stepstonevc/
Chief Compliance Officer
BENDUKAI BOUEY
4225 EXECUTIVE SQUARE
SUITE 1600
LA JOLLA
CA
United States
Tel:
858-768-4430
B*************@*****************M
(Full email address available in API data)
Regulatory Contact
CHRISTOPHER ANCONA
DEPUTY CHIEF COMPLIANCE OFFICER
100 PAINTERS MILL ROAD
SUITE 700
OWING MILLS
MD
United States
Tel:
443-863-6499
C*****************@*****************M
(Full email address available in API data)
Industry Affiliates
| STEPSTONE (LUXEMBOURG) GP S.A R.L. | Sponsor, GP, manager of pooled investment vehicles |
| STEPSTONE GROUP EUROPE ALTERNATIVE INVESTMENTS LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| STEPSTONE GROUP LP | Other investment adviser, including financial planners |
| STEPSTONE GROUP REAL ASSETS LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| STEPSTONE GROUP REAL ESTATE LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| SWISS CAPITAL ALTERNATIVE INVESTMENTS AG | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STEPSTONE GROUP HOLDINGS LLC | Domestic Entity | STEPSTONE GROUP LP | GENERAL PARTNER | 01/2013 | |
| STEPSTONE GROUP LP | Domestic Entity | – | SOLE MEMBER | 06/2018 | > 75% |
| LONG, ROBERT, WILBURN | Individual | – | CHIEF EXECUTIVE OFFICER | 06/2018 | < 5% |
| SMITH, TIMOTHY, ADAIR | Individual | – | CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER | 06/2018 | < 5% |
| STEPSTONE GROUP INC. | Domestic Entity | STEPSTONE GROUP HOLDINGS LLC | SOLE MANAGING MEMBER | 09/2020 | > 75% |
| STEPSTONE GROUP INC. | Domestic Entity | STEPSTONE GROUP INC. | PARTNER | 09/2020 | 25-50% |
| ISHIGURO, JENNIFER, YAYOI | Individual | – | CHIEF LEGAL OFFICER, PARTNER | 09/2019 | < 5% |
| BOUEY, BENDUKAI, EDWARD | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2023 | < 5% |