# STEPP & ROTHWELL INC

STEPP & ROTHWELL INC is a RIA based in Overland Park, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Overland Park, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 107999
- **SEC file number:** 801-55489
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107999

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## 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.

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Last updated: 2026-07-06T01:24:25.985Z

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