# Lockstep Partners Management, LLC

Lockstep Partners Management, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 336770
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336770

## About

Lockstep Partners Management, LLC is a state-registered investment adviser with offices in Palo Alto, CA. The firm manages discretionary portfolios for individuals, families, and institutions. It operates with a registered investment adviser in California.

## Questions

### Who runs investment decisions at Lockstep Partners Management?

No named investment professionals or principals have been publicly identified for Lockstep Partners Management. The firm's management structure is not disclosed in any available public records or communications.

### How does Lockstep Partners source proprietary deal flow?

Lockstep Partners has not publicly described its sourcing methods. Without a website or media coverage, it is unknown whether the firm relies on intermediaries, co-investment networks, or direct outreach.

### Does Lockstep Partners participate in fund commitments or only direct deals?

No information exists on whether Lockstep Partners makes fund commitments or direct investments. The firm has not publicly disclosed any investment vehicles or portfolio holdings.

### What investment stages does Lockstep Partners typically target?

Lockstep Partners has not publicly specified target investment stages. No venture capital, private equity, or other stage preferences are documented in public sources.

### Which sectors does Lockstep Partners explicitly avoid?

Lockstep Partners has not publicly identified any sectors it avoids. The firm's investment universe is not defined in any available material.

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- [Haven Financial Partners](https://altss.com/profile/haven-financial-partners-llc)
- [Heritage Grove Wealth Management](https://altss.com/profile/heritage-grove-wealth-management-llc)

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Last updated: 2026-07-06T01:24:20.358Z

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