Stepstone Group Private Wealth Llc
- Regulatory AUM
- $17.9B
- Discretionary
- $17.9B
- Clients
- 14
- Avg AUM / client
- $1.3B
- Accounts
- 14
- Employees
- 128
AUM over time
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 5 | $16.2B | 90.6% |
| Pooled investment vehicles (non-investment companies) | 9 | $1.7B | 9.45% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Long, Robert, Wilburn | Chief Executive Officer | Jun 2018 (8y) | Less than 5% | |
| Smith, Timothy, Adair | Chief Operating Officer & Chief Financial Officer | Jun 2018 (8y) | 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% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stepstone Group Lp | Sole Member | Jun 2018 | A | 75% or more |
| Stepstone Group Inc. | Sole Managing Member | Sep 2020 | B | 75% or more of Stepstone Group Holdings Llc (indirect) |
| Stepstone Group Holdings Llc | General Partner | Jan 2013 | B | GP / trustee / elected manager of Stepstone Group Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 2.2 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
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
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: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗