Stepstone Group LP

RIASEC RegisteredEst. 2007
Total AUM
$108B
Discretionary
$95.3B
88% of AUM
Avg account
$262M
Accounts
412
Employees
978
Advisory reps
7

Firm details

Headquarters
La Jolla, California
CRD number
143635
Registered since
July 27, 2007
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

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Overview

Stepstone Group LP is a multi-strategy alternative asset manager organized as a limited partnership and registered with the SEC in 2007. The firm operates across private markets and related pooled vehicles, with core activity in private equity and venture capital alongside real estate, private credit and various hedge strategies. Its client base includes both institutional investors and high-net-worth individuals and families. The firm performs direct portfolio management for investment companies and pooled investment vehicles, provides portfolio services to businesses and institutions, offers pension consulting and undertakes selection of other advisers. Stepstone also functions as a sponsor/GP of pooled vehicles and is registered to operate as a CPO/CTA. Its fee mix includes percentage-of-AUM charges, fixed fees and performance-based fees. Stepstone reports being an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 6
  • Jose Fernandez

    Jose Fernandez

    Co-Chief Operating OfficerCRD 4915212

  • David Park

    David Park

    Partner & Chief Financial OfficerCRD 7645904

  • Jennifer Ishiguro

    Jennifer Ishiguro

    Chief Legal Officer & PartnerCRD 7269417

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Contacts

1 of 1
  • Thomas Keck

    Thomas Keck

    Partner, Head of Portfolio ManagementCRD 5319900

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

La Jolla, CA

San Diego

Location

La Jolla, CA

Headquartered in La Jolla, CA, in the West of the United States.

Region
West
County
San Diego
Address
4225 Executive Sq
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth