RIA · CRD 107999SEC-Registered

Updated:

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

RIA

Location

Region

North America

Country

United States

City

Overland Park

Corporate office

Miami, FL, United States

Sector focus

Private CreditReal EstateInfrastructure

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.

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.

Profile maintained by 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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