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StepStone Private Wealth
STEPSTONE PRIVATE WEALTH is an SEC-registered investment adviser in CHARLOTTE, NC, registered since 2019. The firm manages approximately $8.2 billion in...
Overview
STEPSTONE PRIVATE WEALTH is an SEC-registered investment adviser in CHARLOTTE, NC, registered since 2019. The firm manages approximately $8.2 billion in regulatory assets. It has 128 employees.
General information
Firm type
Multi Family Office
Year founded
2021
Location
Region
North America
Country
United States
City
Charlotte
Corporate office
La Jolla, CA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at StepStone Private Wealth?
Investment decisions are made by the StepStone investment committee, which leverages the broader firm's global team of over 800 professionals. The wealth unit's management team is not publicly named on the firm's website, but it operates under the oversight of StepStone Group CEO Scott Hart and the board of the parent company.
How does StepStone Private Wealth source proprietary deal flow?
The firm sources deals primarily through the StepStone Group's existing relationships with general partners, co-investment networks, and proprietary fund-of-funds research. It does not maintain a separate sourcing team for the wealth channel, instead accessing the same opportunities available to StepStone's institutional clients.
Does StepStone Private Wealth participate in fund commitments or only direct deals?
The firm participates in both fund commitments and direct co-investments, though its primary vehicle is fund-of-funds and separate accounts that pool capital from individual investors to commit to institutional private market funds.
How is StepStone Private Wealth related to StepStone Group?
StepStone Private Wealth is a wholly owned subsidiary of StepStone Group, the publicly traded global private markets firm. It was launched in 2021 to serve individual investors and family offices, while StepStone Group continues to serve institutional clients. The wealth unit leverages StepStone's investment platform, research, and operational infrastructure.
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