Clients
Stepstone Group Private Wealth serves 14 clients, 9 of them pooled investment vehicles. The average client has about $1.28 billion with the firm.
- Investment companies5 clients91%
- Pooled investment vehicles9 clients9%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 5 | $16,239,426,515 | 90.6% | $3.25B |
| Pooled investment vehicles | 9 | $1,694,566,131 | 9.4% | $188.3M |
| Total | 14 | $17,933,992,646 | 100% | $1.28B |
- Clients
- 5
- Regulatory AUM
- $16,239,426,515
- Share
- 90.6%
- Avg. per client
- $3.25B
- Clients
- 9
- Regulatory AUM
- $1,694,566,131
- Share
- 9.4%
- Avg. per client
- $188.3M
Total
- Clients
- 14
- Regulatory AUM
- $17,933,992,646
- Share
- 100%
- Avg. per client
- $1.28B
What it does
Stepstone Group Private Wealth provides portfolio management for investment companies and portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
Stepstone Group Private Wealth advises 4 private funds.
100.0% of assets ($17.93B across 14 accounts) are managed with discretion. 57% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Stepstone Group Private Wealth has custody of $3.12B for 9 clients.
- All other custodians$17.93B100%
Ownership and leadership
Stepstone Group LP owns 75% or more of Stepstone Group Private Wealth, and Robert Long is its CEO.
- Owns 75% or more of Stepstone Group Private Wealth LLC
Stepstone Group LP
Control person · since June 2018
Stepstone Group Holdings LLC
General partner · Control person · since January 2013
- Owns 75% or more of Stepstone Group Holdings LLC
Stepstone Group Inc.
Control person · since September 2020
Leadership
- Robert LongPartner, Chief Executive Officer, SPW
- Brittney BaumanChief Financial Officer
- Timothy SmithPartner, Chief Operating Officer, SPW
- Bendukai BoueyChief Compliance Officer
- Jennifer IshiguroChief Legal Officer, Partner
Staff
- 128 employees
- 33 broker-dealer reps
Fees
Stepstone Group Private Wealth is paid through a percentage of assets under management and performance-based fees.
Brochure fee details have not yet been processed for this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Stepstone Group Private Wealth has 1 office, with 2 listed addresses across 2 states.
Florida · 1 listed address
- 111 East Fairbanks Ave, Winter Park
North Carolina · 1 listed address
- 128 South Tryon Street, Suite 880, CharlotteHQ
Registration details
- Legal name
- Stepstone Group Private Wealth LLC
- Headquarters
- 128 South Tryon Street, Suite 880, Charlotte, NC 28202
- Phone
- 704-215-4300
- Website
- www.stepstonegroup.com
- SEC file
- 801-117639
- Structure
- Delaware LLC
- Fiscal year end
- March
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Stepstone Group Private Wealth have?
Stepstone Group Private Wealth has 14 clients and manages $17.9 billion for them, as of June 2026. They include 9 pooled investment vehicles and 5 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 June 2026
What services does Stepstone Group Private Wealth offer?
Stepstone Group Private Wealth provides portfolio management for investment companies and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Stepstone Group Private Wealth have?
Stepstone Group Private Wealth has 0 investment adviser representatives registered with state securities authorities, out of 128 employees, and 0 perform investment advisory functions. 33 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Stepstone Group Private Wealth?
Stepstone Group Private Wealth is owned through a chain of holding companies by Stepstone Group Inc. Its direct owner is Stepstone Group LP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 June 2026
How does Stepstone Group Private Wealth get paid?
Stepstone Group Private Wealth is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file