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 Europe Alternative Investments Limited
Latest filing Jun 29, 2026
First filing on the tape Sep 8, 2016 · 19 filings
SEC status approved since Sep 29, 2016
RAUM
$47B
reported, Item 5.F
Discretionary
100%
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
140
43 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
4
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$47B as of Jun 29, 2026
Mar 31, 2017$6.4B then
HNW client RAUM$0 as of Jun 29, 2026
Jun 29, 2023$0 then
State-registered IARs (5.B.3)0 as of Jun 29, 2026
Mar 31, 20170 then
Employees (5.A)140 as of Jun 29, 2026
Mar 31, 201760 then
Private funds4 as of Jun 29, 2026
Jun 29, 20233 then
RAUM +51% over the last fiscal year+31% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 29, 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
- $411MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.7%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 pooled vehiclesreportedItem 5.G
- Custody
- $37B, 96 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$47B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 115reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $37B for 96 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Stepstone Senior Corporate Lending Fund II - LP | Other Private Fund | $1.2B | 2 | Jun 29, 2023 |
| Ssg Private Debt Rated Notes I LP | Other Private Fund | $89.5M | 2 | Jun 29, 2023 |
| Ssg Private Debt Rated Notes II LP | Other Private Fund | $55.3M | 2 | Jun 29, 2023 |
Owners and control persons
Schedule A and B, latest filing
- James David Allen · Chief Executive Officercontrolsince 01/2022 · owns less than 5%
- Joseph David Curley · Chief Financial Officercontrolsince 01/2022 · owns less than 5%
- Jane Emma Love · Chief Compliance Officercontrolsince 04/2022 · owns less than 5%
- Stuart O'Neill · Chief Operating Officercontrolsince 10/2021 · owns less than 5%
- Jorg Hans Baumann · Limited Partnercontrolsince 12/2016 · owns 25% to 50% of Sc Partner LP
- Jorg Hans Baumann · Shareholdercontrolsince 12/2016 · owns 50% to 75% of Sc General Partner Ltd.
Entity owners
- Swiss Capital Alternative Investments Ag · Shareholderdirect · owns 75% or more
- Sc General Partner Ltd. · General Partnerindirect · owns F of Sc Partner LP
- Sc Partner LP · Shareholderindirect · owns 50% to 75% of Swiss Capital Alternative Investments Ag
- Stepstone Europe Limited · Shareholderindirect · owns 25% to 50% of Swiss Capital Alternative Investments Ag
- Stepstone Group Holdings LLC · General Partnerindirect · owns F of Stepstone Group LP
- Stepstone Group Inc. · Sole Managing Memberindirect · owns 75% or more of Stepstone Group Holdings LLC · public reporting company
- Stepstone Group Inc. · Partnerindirect · owns 25% to 50% of Stepstone Group LP · public reporting company
- Stepstone Group LP · Shareholderindirect · owns 75% or more of Stepstone Europe Limited
Related persons
Schedule D 7.A
- Ssg Oam Private Debt G.P. Ltdpooled vehicle sponsorn
- Ssg Private Credit Platform G.P. S.A.R.Lpooled vehicle sponsorn
- Ssg Private Debt G.P. III S.A.R.Lpooled vehicle sponsorn
- Ssg Private Debt G.P. IV S.A.R.Lpooled vehicle sponsorn
- Ssg Private Debt Manager G.P. II Ltdpooled vehicle sponsorn
- Stepstone Group LPinvestment adviserbankpooled vehicle sponsoryRAUM $108B
- Stepstone Group Private Debt Aginvestment advisery
- Stepstone Group Private Debt LLCinvestment advisernRAUM $5.8B
- Stepstone Private Wealthinvestment advisernRAUM $18B
- Stepstone Group Real Assets LPinvestment adviserbankpooled vehicle sponsornRAUM $41B
- Stepstone Group Real Estate LPinvestment adviserbankpooled vehicle sponsornRAUM $17B
- Stepstoneopportunitiesfund G.P. Ltdpooled vehicle sponsorn
- Swiss Capital Alternative Investments G.P. Ltd.pooled vehicle sponsorn
- Swiss Capital Private Debt G.P. II S.A.R.Lpooled vehicle sponsorn
- Swiss Capital Private Debt G.P. S.A.R.Lpooled vehicle sponsorn
- Swiss Capital Private Debt Gp Ltd.pooled vehicle sponsorn
- Swiss Capital Private Debt Manager Gp Ltd.pooled vehicle sponsorn
- Swiss Capital Scl Fund G.P. Ltdpooled vehicle sponsorn
Advisers that list Stepstone Group Europe Alternative Investments Limited as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY
What changed
consecutive filings, newest first
- Accounts · 73 to 115Oct 9, 2025 to Jun 29, 2026
- Advisory employees · 35 to 43Oct 9, 2025 to Jun 29, 2026
- Pooled vehicle clients · 73 to 115Oct 9, 2025 to Jun 29, 2026
- Assets in custody · $28B to $37BOct 9, 2025 to Jun 29, 2026
- Employees · 116 to 140Oct 9, 2025 to Jun 29, 2026
- Private funds · 3 to 4Oct 9, 2025 to Jun 29, 2026
- Discretionary RAUM · $37B to $47BOct 9, 2025 to Jun 29, 2026
- Pooled vehicle RAUM · $37B to $47BOct 9, 2025 to Jun 29, 2026
- RAUM · $37B to $47BOct 9, 2025 to Jun 29, 2026
- Assets in custody · $25B to $28BJun 27, 2025 to Oct 9, 2025
- Accounts · 69 to 73Jun 28, 2024 to Jun 27, 2025
- Advisory employees · 33 to 35Jun 28, 2024 to Jun 27, 2025
- Pooled vehicle clients · 69 to 73Jun 28, 2024 to Jun 27, 2025
- Employees · 105 to 116Jun 28, 2024 to Jun 27, 2025
- Financial planning clients · unset to Jun 28, 2024 to Jun 27, 2025
- HQ state · unset to Jun 28, 2024 to Jun 27, 2025
- Discretionary RAUM · $33B to $37BJun 28, 2024 to Jun 27, 2025
- Pooled vehicle RAUM · $33B to $37BJun 28, 2024 to Jun 27, 2025
- RAUM · $33B to $37BJun 28, 2024 to Jun 27, 2025
- Accounts · 63 to 69Jan 25, 2024 to Jun 28, 2024
- Advisory employees · 85 to 33Jan 25, 2024 to Jun 28, 2024
- Pooled vehicle clients · 63 to 69Jan 25, 2024 to Jun 28, 2024
- Assets in custody · $22B to $25BJan 25, 2024 to Jun 28, 2024
- Employees · 85 to 105Jan 25, 2024 to Jun 28, 2024
- Discretionary RAUM · $31B to $33BJan 25, 2024 to Jun 28, 2024
- Pooled vehicle RAUM · $31B to $33BJan 25, 2024 to Jun 28, 2024
- RAUM · $31B to $33BJan 25, 2024 to Jun 28, 2024
- Accounts · 210 to 63Jun 29, 2022 to Jun 29, 2023
- Advisory employees · 5 to 85Jun 29, 2022 to Jun 29, 2023
- Charity clients · unset to 0.0Jun 29, 2022 to Jun 29, 2023
- Corporate clients · unset to 0.0Jun 29, 2022 to Jun 29, 2023
- HNW clients · unset to 0.0Jun 29, 2022 to Jun 29, 2023
- Individual clients · unset to 0.0Jun 29, 2022 to Jun 29, 2023
- Pension plan clients · unset to 0.0Jun 29, 2022 to Jun 29, 2023
- Pooled vehicle clients · 209 to 63Jun 29, 2022 to Jun 29, 2023
- Assets in custody · $16B to $22BJun 29, 2022 to Jun 29, 2023
- Employees · 54 to 85Jun 29, 2022 to Jun 29, 2023
- Private funds · unset to 3Jun 29, 2022 to Jun 29, 2023
- Discretionary RAUM · $25B to $31BJun 29, 2022 to Jun 29, 2023
- HNW RAUM · unset to 0.0Jun 29, 2022 to Jun 29, 2023
Signals
19 dated events
- Stepstone Group Europe Alternative Investments Limited reported RAUM $47.3B, up 29% from $36.7B (2025-10-09 to 2026-06-29)Jun 29, 2026 · RAUM change · derived
- Carl Stephen Penney (Chief Investment Officer) no longer on Schedule A of Stepstone Group Europe Alternative Investments Limited (listed 2022-06-29, absent 2023-06-29)Jun 29, 2023 · Control person left · inference
- Meinrad Wyser (Senior Partner) no longer on Schedule A of Stepstone Group Europe Alternative Investments Limited (listed 2022-06-29, absent 2023-06-29)Jun 29, 2023 · Control person left · inference
- Frederick David Shubotham (Chairman) no longer on Schedule A of Stepstone Group Europe Alternative Investments Limited (listed 2022-06-29, absent 2023-06-29)Jun 29, 2023 · Control person left · inference
- James David Allen (Chief Executive Officer) appeared on Schedule A of Stepstone Group Europe Alternative Investments LimitedJun 29, 2022 · Control person joined · fact
- Stuart O'Neill (Chief Operating Officer) appeared on Schedule A of Stepstone Group Europe Alternative Investments LimitedJun 29, 2022 · Control person joined · fact
- Joseph David Curley (Chief Administrative Officer) appeared on Schedule A of Stepstone Group Europe Alternative Investments LimitedJun 29, 2022 · Control person joined · fact
- Jane Emma Love (Chief Compliance Officer) appeared on Schedule A of Stepstone Group Europe Alternative Investments LimitedJun 29, 2022 · Control person joined · fact
- Frederick David Shubotham (Chairman) appeared on Schedule A of Stepstone Group Europe Alternative Investments LimitedJun 29, 2022 · Control person joined · fact
- Emil Marcel Schindler (Chief Executive Officer) no longer on Schedule A of Stepstone Group Europe Alternative Investments Limited (listed 2021-06-30, absent 2022-06-29)Jun 29, 2022 · Control person left · inference
- Karl Philipp Weibel (Chief Financial Officer) no longer on Schedule A of Stepstone Group Europe Alternative Investments Limited (listed 2021-06-30, absent 2022-06-29)Jun 29, 2022 · Control person left · inference
- Tobias Meier (Chief Operating Officer) no longer on Schedule A of Stepstone Group Europe Alternative Investments Limited (listed 2021-06-30, absent 2022-06-29)Jun 29, 2022 · Control person left · inference
- Stepstone Group Europe Alternative Investments Limited reported RAUM $21.2B, up 108% from $10.2B (2021-02-18 to 2021-06-30)Jun 30, 2021 · RAUM change · derived
- Tobias Meier (Chief Operating Officer) appeared on Schedule A of Stepstone Group Europe Alternative Investments LimitedJun 30, 2021 · Control person joined · fact
- Christian Hinze (Chief Operating Officer) no longer on Schedule A of Stepstone Group Europe Alternative Investments Limited (listed 2021-02-18, absent 2021-06-30)Jun 30, 2021 · Control person left · inference
- Stepstone Group Europe Alternative Investments Limited reported RAUM $10.2B, up 39% from $7.3B (2019-03-29 to 2020-03-29)Mar 29, 2020 · RAUM change · derived
- Jorg Hans Baumann (Limited Partner) appeared on Schedule A of Stepstone Group Europe Alternative Investments LimitedMar 29, 2020 · Control person joined · fact
- Stepstone Group Europe Alternative Investments Limited reported RAUM $8.8B, up 37% from $6.4B (2017-03-31 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- Swiss Capital Invest Holding (Dublin) Limited filed its initial SEC registration (Form ADV)Sep 8, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
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
- +353 1 536 14 00reportedpublic record, Form ADV, Jun 29, 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