PPrivate Fund Data Log in Join · $37/mo

Step Advisers, LLC

● SEC registered since 2022CRD 322349SEC# 801-126160Palo Alto, CA
Export (members)
Reg. AUM
—
Employees
3
Accounts
—
Location
Palo Alto, CA

Step Advisers, LLC assets under management

Step Advisers, LLC is an investment advisory firm registered with the SEC based in Palo Alto, CA. The firm has been registered since 2022. It employs 3 people.
www.step.comView on SEC.gov ↗

Step Advisers, LLC owners & executives

2 reported
NameTitleOwnershipSince
George Lucas Bowen ControlChief Compliance OfficerUnder 5%2024
Step, Inc. ControlSole MemberOver 75%2022

Frequently asked questions

How many employees does Step Advisers, LLC have?

Step Advisers, LLC reports 3 employees.

Where is Step Advisers, LLC located?

Step Advisers, LLC is based in Palo Alto, CA and has been SEC-registered since 2022.

Does Step Advisers, LLC disclose fund performance?

Step Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address380 Portage Ave, Palo Alto, CA 94306
Phone650-241-8184
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo