Stepstone Group Real Assets LP

RIASEC RegisteredEst. 2015
Total AUM
$41.5B
Discretionary
$22.2B
54% of AUM
Avg account
$648M
Accounts
64
Employees
94
Advisory reps
6

Firm details

Headquarters
La Jolla, California
CRD number
281695
Registered since
November 10, 2015
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles84.2%
  • Pension & Profit Sharing Plans10.3%
  • State / Municipal Government5.5%
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 Real Assets LP is a multifaceted investment manager that combines private equity and hedge fund strategies with a focus on real-asset exposures. The firm operates as a limited partnership and serves institutional clients, offering advisory services that include portfolio management for pooled vehicles and investment companies, pension consulting, and the selection of other advisers. It also functions in commodity pool/CTA roles and acts as sponsor or general partner of pooled investment vehicles. Fee arrangements reported include asset-based fees, fixed fees and performance-linked compensation. The firm identifies itself as an active ESG investor.

Assets & Accounts

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

Asset composition

Asset composition: Private Funds 96%, Cash & Cash Equivalents 4%96%
  • Private Funds96%
  • Cash & Cash Equivalents4%

Owners & executives

3 of 6
  • David Park

    David Park

    Partner & Chief Financial OfficerCRD 7645904

  • Jennifer Ishiguro

    Jennifer Ishiguro

    Chief Legal Officer & PartnerCRD 7269417

  • Jason Ment

    Jason Ment

    President and Co-COOCRD 5512276

Unlock 3 more executives

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