Stepstone Group Real Estate LP

RIASEC RegisteredEst. 2015
Total AUM
$17.2B
Discretionary
$15.4B
89% of AUM
Avg account
$257M
Accounts
67
Employees
117
Advisory reps
6

Firm details

Headquarters
La Jolla, California
CRD number
281698
Registered since
November 2, 2015
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles92.25%
  • Pension & Profit Sharing Plans7.66%
  • State / Municipal Government0.09%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Stepstone Group Real Estate LP is a limited partnership that focuses on real estate and related private-market strategies for institutional clients. Registered with the SEC in 2015, the firm functions as an adviser to pooled vehicles and to businesses or institutions, and it provides selection-of-adviser services and pension consulting. It also operates in a CPO/CTA capacity and serves as sponsor or GP for pooled investment vehicles. Fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. The firm identifies 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 100%100%
  • Private Funds100%

Owners & executives

3 of 6
  • Jennifer Ishiguro

    Jennifer Ishiguro

    Chief Legal Officer & PartnerCRD 7269417

  • David Park

    David Park

    Partner & Chief Financial OfficerCRD 7645904

  • Jose Fernandez

    Jose Fernandez

    Co-Chief Operating OfficerCRD 4915212

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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