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STEPSTONE PRIVATE WEALTH
STEPSTONE GROUP PRIVATE WEALTH LLC
CRD 305881 · SEC 801-117639
128 SOUTH TRYON STREET, SUITE 880, CHARLOTTE, NC, 28202, United States
Phone
704-215-4300
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.17B
Discretionary AUM
$8.17B
Team
97 total employees; 0 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2025-06-27
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $6.97B |
| Pooled investment vehicles | 6 | $1.21B |
States served
NC, FL
All web addresses on file
- https://www.linkedin.com/company/stepstone-group/
- https://x.com/stepstonegroup
- https://www.stepstonegroup.com/
- https://vimeo.com/stepstonegroup
- https://x.com/StepStoneVC
- https://www.instagram.com/stepstonegroup/
- https://www.linkedin.com/company/stepstone-private-wealth/
- https://www.instagram.com/stepstonevc/
- https://www.stepstonepw.com/
- https://www.youtube.com/@stepstonegroup_STEP
- https://spi.stepstonegroup.com/
- https://www.facebook.com/profile.php?id=100079815617536
Official SEC filing: View on IAPD