DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Stepstone Group LP
Latest filing Jul 30, 2026
First filing on the tape Mar 29, 2012 · 38 filings
SEC status approved since Jul 27, 2007
RAUM
$108B
reported, Item 5.F
Discretionary
88%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
978
209 advisory (5.B.1)
Offices
9
beyond the principal office
Private funds
409
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$108B as of Jul 30, 2026
Mar 29, 2012$7.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 30, 2026
Mar 29, 20120 then
Employees (5.A)978 as of Jul 30, 2026
Mar 28, 2013102 then
Private funds409 as of Jul 30, 2026
Mar 29, 201260 then
RAUM +43% over the last fiscal year+33% a year over threeIARs 0 to 0offices 12 to 9
Practice profile
derived from the filing of Jul 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $262MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 88%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived10 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $80B, 412 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$108B100%
- Individual clients
- n/areported
- HNW clients
- 14reported
- Pension plan clients
- 20reported
- Charitable clients
- 19reported
- Accounts
- 412reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $80B for 412 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
200 reported on Schedule D 7.B.(1)
All funds of Stepstone Group LP
Owners and control persons
Schedule A and B, latest filing
- Agustin Jose Fernandez · Co-Chief Operating Officer, Partnercontrolsince 03/2007 · owns less than 5%
- William Scott Hart · Chief Executive Officercontrolsince 08/2019 · owns less than 5%
- Porter Thomas Keck · Head Of Portfolio Management, Partnercontrolsince 02/2002 · owns less than 5%
- Paul Jason Ment · President And Co-Chief Operating Officer, Partnercontrolsince 10/2010 · owns less than 5%
- Yongil David Park · Chief Financial Officercontrolsince 01/2024 · owns less than 5%
- Edward Bendukai Bouey · Chief Compliance Officersince 06/2023 · owns less than 5%
- Yayoi Jennifer Ishiguro · Chief Legal Officer, Partnersince 09/2019 · owns less than 5%
Entity owners
- Stepstone Group Holdings LLC · General Partnerdirect · owns less than 5%
- Stepstone Group Inc. · Limited Partnerdirect · owns 50% to 75% · public reporting company
- Stepstone Group Inc. · Sole Managing Memberindirect · owns 75% or more of Stepstone Group Holdings LLC · public reporting company
Related persons
Schedule D 7.A
- Greenspring Early Stage I Gp, L.P.pooled vehicle sponsorn
- Greenspring Ff-Gp II, L.P.pooled vehicle sponsorn
- Greenspring Ff-Gp II, LLCpooled vehicle sponsorn
- Greenspring Ff-Gp III, LLCpooled vehicle sponsorn
- Greenspring Ff-Gp IV, LLCpooled vehicle sponsorn
- Greenspring Ff-Gp, L.P.pooled vehicle sponsorn
- Greenspring Ff-Gp, LLCpooled vehicle sponsorn
- Mourant Corporate Trustee (Jersey) Limitedbankpooled vehicle sponsorn
- Private Equity Portfolio G.P. Co.bankpooled vehicle sponsorn
- Silverstone Cove (Gp), LLCbankpooled vehicle sponsorn
- Silverstone III (Gp), LLCbankpooled vehicle sponsorn
- Silverstone Nolan (Gp), LLCbankpooled vehicle sponsorn
- Sra Capital (Canada) Ltd.investment adviserbankpooled vehicle sponsory
- Ssg Peninsula (Gp), LLCbankpooled vehicle sponsorn
- Stepstone A (Gp), LLCbankpooled vehicle sponsorn
- Stepstone Accelerate Diversity (Gp), LLCbankpooled vehicle sponsorn
- Stepstone Aegon (Gp), LLCbankpooled vehicle sponsorn
- Stepstone Amp (Gp), LLCbankpooled vehicle sponsorn
- Stepstone Ap (Gp), LLCbankpooled vehicle sponsorn
- Stepstone Atlantic (Gp), L.P.bankpooled vehicle sponsorn
- Stepstone Atlas (Gp), LLCbankpooled vehicle sponsorn
- Stepstone Atlas III (Gp), LLCbankpooled vehicle sponsorn
- Stepstone Atlas III (Offshore) (Gp), LLCbankpooled vehicle sponsorn
- Stepstone Az China And Asia (Gp), LLCbankpooled vehicle sponsorn
- Stepstone Badger Secondary Opportunities Holdings (Gp), LLCbankpooled vehicle sponsorn
- Stepstone Boulder (Gp), LLCbankpooled vehicle sponsorn
- Stepstone Bvk (Gp), S.A R.L.bankpooled vehicle sponsorn
- Stepstone Capital III (Gp), LLCbankpooled vehicle sponsorn
- Stepstone Capital IV (Gp) S.A R.L.bankpooled vehicle sponsorn
- Stepstone Capital IV (Gp), LLCbankpooled vehicle sponsorn
Advisers that list Stepstone Group LP as a related person
Offices
Schedule D 1.F, the 25 largest
- Owings Mills, MD61 employees
- New York, NY42 employees
- London, United Kingdom20 employees
- Beijing, China12 employees
- Singapore, Singapore4 employees
- Mexico City, Mexico1 employees
- Palo Alto, CA1 employees
- Rome, Italy1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- many private funds relative to firm sizeStatic outlier · filing Jul 30, 2026private funds per $1B of RAUM of 3.8 against a peer median of 0.7 (308 comparable advisers, 99.0th percentile, 3.3 robust deviations)peers: asset managers, $20B and over (308) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 363 to 412Jul 21, 2025 to Jun 29, 2026
- Advisory employees · 193 to 209Jul 21, 2025 to Jun 29, 2026
- Advisory activities · 4 to 5Jul 21, 2025 to Jun 29, 2026
- Charity clients · 20 to 19Jul 21, 2025 to Jun 29, 2026
- Corporate clients · 5 to 3Jul 21, 2025 to Jun 29, 2026
- Pooled vehicle clients · 365 to 413Jul 21, 2025 to Jun 29, 2026
- Assets in custody · $67B to $80BJul 21, 2025 to Jun 29, 2026
- Employees · 801 to 978Jul 21, 2025 to Jun 29, 2026
- Other offices · 10 to 9Jul 21, 2025 to Jun 29, 2026
- Private funds · 363 to 409Jul 21, 2025 to Jun 29, 2026
- Discretionary RAUM · $87B to $95BJul 21, 2025 to Jun 29, 2026
- Non-discretionary RAUM · $8.7B to $12BJul 21, 2025 to Jun 29, 2026
- Pooled vehicle RAUM · $96B to $108BJul 21, 2025 to Jun 29, 2026
- RAUM · $96B to $108BJul 21, 2025 to Jun 29, 2026
- Financial planning clients · unset to Jun 29, 2025 to Jul 21, 2025
- Accounts · 337 to 363Jul 30, 2024 to Jun 29, 2025
- Advisory employees · 164 to 193Jul 30, 2024 to Jun 29, 2025
- Charity clients · 14 to 20Jul 30, 2024 to Jun 29, 2025
- Corporate clients · 6 to 5Jul 30, 2024 to Jun 29, 2025
- HNW clients · 15 to 14Jul 30, 2024 to Jun 29, 2025
- Pension plan clients · 17 to 20Jul 30, 2024 to Jun 29, 2025
- Pooled vehicle clients · 338 to 365Jul 30, 2024 to Jun 29, 2025
- Assets in custody · $60B to $67BJul 30, 2024 to Jun 29, 2025
- Employees · 689 to 801Jul 30, 2024 to Jun 29, 2025
- Other offices · 9 to 10Jul 30, 2024 to Jun 29, 2025
- Private funds · 333 to 363Jul 30, 2024 to Jun 29, 2025
- Discretionary RAUM · $77B to $87BJul 30, 2024 to Jun 29, 2025
- Non-discretionary RAUM · $8.6B to $8.7BJul 30, 2024 to Jun 29, 2025
- Pooled vehicle RAUM · $86B to $96BJul 30, 2024 to Jun 29, 2025
- RAUM · $86B to $96BJul 30, 2024 to Jun 29, 2025
- Accounts · 308 to 337Jan 25, 2024 to Jun 28, 2024
- Advisory employees · 166 to 164Jan 25, 2024 to Jun 28, 2024
- Charity clients · 11 to 14Jan 25, 2024 to Jun 28, 2024
- Corporate clients · 3 to 6Jan 25, 2024 to Jun 28, 2024
- HNW clients · 12 to 15Jan 25, 2024 to Jun 28, 2024
- Pension plan clients · 20 to 17Jan 25, 2024 to Jun 28, 2024
- Pooled vehicle clients · 309 to 338Jan 25, 2024 to Jun 28, 2024
- Assets in custody · $53B to $60BJan 25, 2024 to Jun 28, 2024
- Employees · 585 to 689Jan 25, 2024 to Jun 28, 2024
- Other offices · 12 to 9Jan 25, 2024 to Jun 28, 2024
Signals
12 dated events
- Mack Monte Brem (Executive Chairman) no longer on Schedule A of Stepstone Group Lp (listed 2024-01-25, absent 2024-06-28)Jun 28, 2024 · Control person left · inference
- David Park (Chief Financial Officer) appeared on Schedule A of Stepstone Group LpJan 18, 2024 · Control person joined · fact
- Dale Johnny Randel (Chief Financial Officer, Partner) no longer on Schedule A of Stepstone Group Lp (listed 2023-09-11, absent 2024-01-18)Jan 18, 2024 · Control person left · inference
- Stepstone Group Lp reported RAUM $79.1B, up 72% from $46.0B (2021-10-20 to 2022-06-28)Jun 28, 2022 · RAUM change · derived
- Alcott Thomas Bradley (Partner) no longer on Schedule A of Stepstone Group Lp (listed 2020-06-25, absent 2020-10-12)Oct 12, 2020 · Control person left · inference
- Mark Maruszewski (Partner) no longer on Schedule A of Stepstone Group Lp (listed 2020-06-25, absent 2020-10-12)Oct 12, 2020 · Control person left · inference
- Timothy David Jeffrey (Partner) no longer on Schedule A of Stepstone Group Lp (listed 2020-06-25, absent 2020-10-12)Oct 12, 2020 · Control person left · inference
- Ignatius Michael Mccabe (Partner) no longer on Schedule A of Stepstone Group Lp (listed 2020-06-25, absent 2020-10-12)Oct 12, 2020 · Control person left · inference
- Marie Antoinette Keck (Trustee) no longer on Schedule A of Stepstone Group Lp (listed 2020-06-25, absent 2020-10-12)Oct 12, 2020 · Control person left · inference
- William Scott Hart (Co-Chief Executive Officer, Partner) appeared on Schedule A of Stepstone Group LpJun 25, 2020 · Control person joined · fact
- Jay Ronald Rose (Partner) no longer on Schedule A of Stepstone Group Lp (listed 2018-04-17, absent 2019-06-25)Jun 25, 2019 · Control person left · inference
- Stepstone Group Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 8, 2013 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
- Stepstone Group LP · Independent Sponsorsshared crd · capital_provider
- Stepstone Group LP · Private Equityshared crd · organization
- Stepstone Group LP · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/stepstone-groupreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/stepstone-private-wealthreportedpublic record, Form ADV, Sep 17, 2026
- Website
- stepstonepw.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 858-558-9700reportedpublic record, Form ADV, Jul 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Stepstone Group LP is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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