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Stepstone Group Private Wealth LLC

● SEC registered since 2019CRD 305881SEC# 801-117639Charlotte, NC
Export (members)
Reg. AUM
$8.17B
Employees
97
Accounts
10
Location
Charlotte, NC

Stepstone Group Private Wealth LLC assets under management

Stepstone Group Private Wealth LLC is an investment advisory firm registered with the SEC based in Charlotte, NC. The firm has been registered since 2019. It reports $8.2 billion in regulatory assets under management and employs 97 people.
www.linkedin.com/company/stepstone-groupView on SEC.gov ↗

Stepstone Group Private Wealth LLC owners & executives

8 reported
NameTitleOwnershipSince
Bendukai Edward BoueyChief Compliance OfficerUnder 5%2023
Jennifer Yayoi IshiguroChief Legal Officer, PartnerUnder 5%2019
Robert Wilburn Long ControlPartner, Chief Executive Officer, SpwUnder 5%2018
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Frequently asked questions

How much does Stepstone Group Private Wealth LLC manage?

Stepstone Group Private Wealth LLC reports $8.2 billion in regulatory assets under management on its Form ADV.

How many employees does Stepstone Group Private Wealth LLC have?

Stepstone Group Private Wealth LLC reports 97 employees.

Where is Stepstone Group Private Wealth LLC located?

Stepstone Group Private Wealth LLC is based in Charlotte, NC and has been SEC-registered since 2019.

Does Stepstone Group Private Wealth LLC disclose fund performance?

Stepstone Group Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address128 South Tryon Street, Suite 880, Charlotte, NC 28202
Phone704-215-4300
Office hours9a.m.-5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$8.17B
Non-discretionary$0
Total (RAUM)$8.17B