STEPSTONE PRIVATE WEALTH

Charlotte, United States · CRD 305881

SEC-registered investment adviser since 2019 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$17.9bn
Main clients (by assets)Mutual funds and ETFs 91%, Private funds 9%
Private funds4 · $2.4bn gross assets
Form ADV · 2026-06-29SEC adviser record

Kindhedge funds, private equity, venture, real estate, mutual funds, futures
Others nearbyLa Jolla, CA, Charlotte, NC, New York, NY, Owings Mills, MD, London, Beijing
FamilyStepStone Group LP · 2 related pages · largest: StepStone Group LP

As an employer

Staff (Form ADV)128
Offices in1 country
Private fundsother private 3, venture capital 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Charlotte, NC (main office)United States	United States
Winter Park, FLUnited States	United States

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.