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STEPSTONE PRIVATE WEALTH
Legal name: STEPSTONE GROUP PRIVATE WEALTH LLC
CRD 305881File 801-117639
APPROVED
Custody
Filing as of Jun 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$17.93B
Top 10% of cohort (national)
Discretionary AUM
$17.93B
Clients
14
14 accounts
Employees
128
Top 10% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 14, 2019
- Principal office
- 128 SOUTH TRYON STREET, SUITE 880, CHARLOTTE, NC, 28202
- Phone
- 704-215-4300
- Website
- https://www.stepstonepw.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $17.93B
- Discretionary AUM
- $17.93B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 14
- Non-discretionary accounts
- 0
- Total accounts
- 14
- AUM per client
- $1.28B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 5 | $16.24B |
| Pooled investment vehicles | 9 | $1.69B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 97 | 128 | increased by31 |
| Jul 1, 2026 | Clients | 10 | 14 | increased by4 |
| Jul 1, 2026 | AUM | $8,172,580,284 | $17,933,992,646 | increased by$9,761,412,362 |
| Jul 1, 2026 | Accounts | 10 | 14 | increased by4 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 62 | 97 | increased by35 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 9 | 10 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $3,373,097,692 | $8,172,580,284 | increased by$4,799,482,592 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 33 | 62 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2 | 9 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $580,716,635 | $3,373,097,692 | increased by$2,792,381,057 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2 | 9 | increased by7 |
| Jul 1, 2022 | Employees | 22 | 33 | increased by11 |
| Jul 1, 2022 | AUM | $115,176,909 | $580,716,635 | increased by$465,539,726 |
| Jul 1, 2021 | Employees | 12 | 22 | increased by10 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STEPSTONE PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STEPSTONE PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.