Stepstone Group Lp
- Regulatory AUM
- $108B
- Discretionary
- $95.3B
- Clients
- 561
- Avg AUM / client
- $192M
- Accounts
- 412
- Employees
- 978
AUM over time
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 14 | — | — |
| Banking or thrift institutions | 9 | — | — |
| Investment companies | 18 | — | — |
| Pooled investment vehicles (non-investment companies) | 413 | $108B | 100.0% |
| Pension and profit sharing plans | 20 | — | — |
| Charitable organizations | 19 | — | — |
| State or municipal government entities | 20 | — | — |
| Other investment advisers | 28 | — | — |
| Insurance companies | 13 | — | — |
| Sovereign wealth funds and foreign official institutions | 4 | — | — |
| Corporations and other businesses | 3 | — | — |
Private funds (333)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $93.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Stepstone H Opportunities Fund, L.P. | Private Equity Fund | Cayman Islands | $16.7B | 3 |
| Stepstone K Strategic Opportunities Fund Iv, L.P. | Private Equity Fund | Cayman Islands | $3.5B | 3 |
| Stepstone Secondary Opportunities Fund V Offshore Holdings, L.P. master | Private Equity Fund | Cayman Islands | $3.0B | 138 |
| Stepstone K Strategic Opportunities Fund Iii, L.P. | Private Equity Fund | Cayman Islands | $2.9B | 3 |
| Stepstone Vc Secondaries Fund V, L.P. master | Private Equity Fund | Delaware | $2.2B | 1,142 |
| Stepstone Secondary Opportunities Fund Iv Offshore Holdings, L.P. master | Private Equity Fund | Cayman Islands | $1.9B | 116 |
| Stepstone Vc Secondaries Fund Vi Lp | Private Equity Fund | Delaware | $1.6B | 463 |
| Stepstone Vc Global Partners X A, L.P. master | Private Equity Fund | Delaware | $1.4B | 465 |
| Stepstone Vc Global Partners Ix A, L.P. master | Venture Capital Fund | Delaware | $1.4B | 301 |
| Stepstone Capital Partners V Offshore Holdings, L.P. master | Private Equity Fund | Cayman Islands | $1.4B | 120 |
| Stepstone Rivas Private Equity Fund, L.P. master | Private Equity Fund | Cayman Islands | $1.3B | 3 |
| Bridge Village Limited master | Private Equity Fund | Cayman Islands | $1.2B | 2 |
| Stepstone Il Master, L.P. | Private Equity Fund | Delaware | $1.1B | 2 |
| Stepstone Capital Partners Iv Offshore Holdings, L.P. master | Private Equity Fund | Cayman Islands | $1.0B | 67 |
| Stepstone Vc Secondaries Fund Iv, L.P. master | Private Equity Fund | Delaware | $1.0B | 398 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| University Of Connecticut Foundation Incorporated EIN 066070722 | Storrs, CT | 06/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Citigroup Pension Plan Citigroup Inc. | 2024 | |
| Service Employees International Union Local 32 Bj, District 36 Building Operators Pension Trust Fund Bd Of Tees Of Seiu Local 32 Bj, Dis 36 Bolr Pension Trust Fund | 2024 | |
| Construction Industry Laborers Pension Fund Construction Industry Laborers Pension Fund | 2024 | |
| Aramco U.S. Retirement Income Plan Aramco Shared Benefits Company | 2024 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Keck, Thomas, Porter | Head Of Portfolio Management, Partner | Feb 2002 (25y) | Less than 5% | |
| Fernandez, Jose, Agustin | Co Chief Operating Officer, Partner | Mar 2007 (19y) | Less than 5% | |
| Ment, Jason, Paul | President And Co Chief Operating Officer, Partner | Oct 2010 (16y) | Less than 5% | |
| Hart, Scott, William | Chief Executive Officer | Aug 2019 (7y) | Less than 5% | |
| Ishiguro, Jennifer, Yayoi | Chief Legal Officer, Partner | Sep 2019 (7y) | Less than 5% | |
| Bouey, Bendukai, Edward | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% | |
| Park, David, Yongil | Chief Financial Officer | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stepstone Group Inc. | Limited Partner | Sep 2020 | A | 50% – 75% |
| Stepstone Group Holdings Llc | General Partner | Jan 2013 | A | Less than 5% |
| Stepstone Group Inc. | Sole Managing Member | Sep 2020 | B | ≈ 0% – 5% via Stepstone Group Holdings Llc |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Stepstone Group Inc.: 75% – 100% of Stepstone Group Holdings Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (333, $93.5B gross assets)
Top 25 of 333 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Citigroup Pension Plan | Citigroup Inc. | 14,217 | $10.0B | 01/01/2024 |
| Service Employees International Union Local 32 Bj, District 36 Building Operators Pension Trust Fund | Bd Of Tees Of Seiu Local 32 Bj, Dis 36 Bolr Pension Trust Fund | 2,344 | $143M | 01/01/2024 |
| Construction Industry Laborers Pension Fund | Construction Industry Laborers Pension Fund | 5,147 | $1.1B | 01/01/2024 |
| Aramco U.S. Retirement Income Plan | Aramco Shared Benefits Company | 1,416 | $1.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| University Of Connecticut Foundation Incorporated | Public charity | $863M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 93 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗