STEPSTONE GROUP LP

RIASEC RegisteredEst. 2007
Total AUM
$95.6B
Discretionary
$87B
91% of AUM
Avg account
$263M
Accounts
363
Employees
801
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 Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

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Overview

Stepstone Group LP is organized as a limited partnership and operates as a multi-strategy alternative asset manager that runs and sponsors pooled vehicles across private equity, venture capital, real estate and hedge strategies. The firm provides portfolio management for its pooled products and for institutional or business clients, offers pension consulting and conducts manager selection on behalf of clients. It is registered with the SEC since 2007, serves both individual/family and institutional clients, and charges a mix of asset-based, fixed and performance-linked fees. Stepstone reports activity as a CPO/CTA and participates as sponsor or GP of pooled investment vehicles. The firm also identifies itself as 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

    Co-Chief Operating OfficerCRD 4915212

  • DAVID PARK

    Partner & Chief Financial OfficerCRD 7645904

  • JENNIFER ISHIGURO

    Chief Legal Officer & PartnerCRD 7269417

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Contacts

1 of 1
  • 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