Institutional
    SEC Registered

    Stepstone Private Wealth

    Registered investment advisor · Charlotte, North Carolina · CRD #305881

    Assets Under Management
    $8.2B
    Client Accounts
    10
    Employees
    97
    CRD Number
    305881
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Stepstone Private Wealth

    StepStone Group Inc. is a global private markets investment firm based in New York City, founded in 2007. The firm specializes in providing customized investment solutions, portfolio monitoring, and advisory services across various sectors, including private equity, real estate, infrastructure, private debt, and venture capital. With over $130 billion in private capital allocations and more than $34 billion in assets under management, StepStone operates from 31 offices in 19 countries. The comp

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Stepstone Private Wealth's AUM?

    Stepstone Private Wealth reports approximately $8.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Stepstone Private Wealth headquartered?

    Stepstone Private Wealth is headquartered in Charlotte, North Carolina.

    What is Stepstone Private Wealth's CRD number?

    Stepstone Private Wealth's CRD number is 305881. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Stepstone Private Wealth manage?

    Stepstone Private Wealth manages approximately 10 client accounts according to its latest SEC filing.

    Is Stepstone Private Wealth SEC registered?

    Yes, Stepstone Private Wealth is registered with the SEC as an investment adviser with an approved registration status.

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