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STEPP & ROTHWELL INC
STEPP & ROTHWELL INC is an SEC-registered investment adviser in OVERLAND PARK, KS, since 1998. The firm manages $1.1 billion in assets, with $954 million...
STEPP & ROTHWELL INC
STEPP & ROTHWELL INC is an SEC-registered investment adviser in OVERLAND PARK, KS, since 1998. The firm manages $1.1 billion in assets, with $954 million discretionary. It has 25 employees and 10 investment advisers.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Overland Park
Corporate office
Miami, FL, United States
Sector focus
Frequently asked questions
Who runs investment decisions at STEPP & ROTHWELL INC?
The principals and investment team at STEPP & ROTHWELL INC are not publicly disclosed. The firm maintains a private posture with no named executives or advisors in public records.
How does STEPP & ROTHWELL source proprietary deal flow?
The firm likely relies on direct relationships within the private credit, real estate, and infrastructure sectors. Its sourcing model is not publicly known due to the family office's lack of public marketing or media engagement.
Is STEPP & ROTHWELL structured as a single family office or does it operate more like a venture firm?
STEPP & ROTHWELL INC operates as a single-family office, based on its corporate registration and absence of external fundraising or fund vehicles. It does not operate like a venture firm or multi-manager platform.
What investment stages does STEPP & ROTHWELL typically target?
The firm focuses on direct investments and co-investments in private credit, real estate, and infrastructure, with a preference for stable, income-generating assets. It does not appear to target early-stage venture or growth equity.
Does STEPP & ROTHWELL maintain philanthropic structures, and how are they separated?
No philanthropic entities or foundations associated with STEPP & ROTHWELL INC have been identified in public records. The family office appears to keep its investment activities entirely separate from any charitable vehicles.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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