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| StepStone Group Private Wealth LLC
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| |
|---|---|
| CRD # | 305881 |
| SEC # | 801-117639 |
| CIK # | 0002038908, 0001791254 |
| AUM | $3.4 BB (2024-06-28) |
| Employees | 62 (0% Investors, 34% Brokers) |
| Phone | 704-215-4300 |
| Address | 128 South Tryon Street Charlotte, NC 28202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 2.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 0.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 3.4 |
| By Discretionary | ||
| Discretionary | 9 | 3.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 2.7 | |
| Total | 9 | 3.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 3 | [0001791254] | |
| D | [0002038908] |
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