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 Private Wealth
Asset manager (funds and pooled vehicles)Charlotte, North CarolinaCRD 305881SEC 801-117639websiteIAPD
Legal name Stepstone Group Private Wealth LLC
Latest filing Jun 29, 2026
First filing on the tape Oct 16, 2019 · 16 filings
SEC status approved since Nov 14, 2019
RAUM
$18B
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
128
0 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
4
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$18B as of Jun 29, 2026
Jun 26, 2020$10,000 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 29, 2026
Jun 26, 20202 then
Employees (5.A)128 as of Jun 29, 2026
Jun 26, 202012 then
Private funds: 4
RAUM +1097% over the last fiscal year+438% 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
- $1.3BderivedRAUM 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
- +125%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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- $3.1B, 9 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$16B91%
- Pooled investment vehicles$1.7B9.4%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 14reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.1B for 9 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=33.0derived
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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Wilburn Robert Long · Chief Executive Officercontrolsince 06/2018 · owns less than 5%
- Adair Timothy Smith · Chief Operating Officer & Chief Financial Officercontrolsince 06/2018 · 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 LP · Sole Memberdirect · owns 75% or more
- Stepstone Group Holdings LLC · General Partnerindirect · owns F of Stepstone Group LP
- Stepstone Group Inc. · Partnerindirect · owns 25% to 50% of Stepstone Group Inc. · 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
- Stepstone (Luxembourg) Gp S.A R.L.pooled vehicle sponsorn
- Stepstone Group Europe Alternative Investments Limitedinvestment adviserbankpooled vehicle sponsornRAUM $47B
- Stepstone Group LPinvestment adviseryRAUM $108B
- Stepstone Group Private Debt Aginvestment advisern
- Stepstone Group Private Debt LLCinvestment advisernRAUM $5.8B
- Stepstone Group Real Assets LPinvestment adviserbankpooled vehicle sponsornRAUM $41B
- Stepstone Group Real Estate LPinvestment adviserbankpooled vehicle sponsornRAUM $17B
Advisers that list Stepstone Private Wealth as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Jun 29, 2026advises private funds (Item 7.B): no on the filing of 2025-06-27, yes on the filing of 2026-06-29peers: asset managers, $5B to $20B (684)
What changed
consecutive filings, newest first
- Accounts · 10 to 14Jun 27, 2025 to Jun 29, 2026
- Pooled vehicle clients · 6 to 9Jun 27, 2025 to Jun 29, 2026
- Assets in custody · $1.2B to $3.1BJun 27, 2025 to Jun 29, 2026
- Employees · 97 to 128Jun 27, 2025 to Jun 29, 2026
- Other offices · 2 to 1Jun 27, 2025 to Jun 29, 2026
- Private funds · unset to 4Jun 27, 2025 to Jun 29, 2026
- Discretionary RAUM · $8.2B to $18BJun 27, 2025 to Jun 29, 2026
- Pooled vehicle RAUM · $1.2B to $1.7BJun 27, 2025 to Jun 29, 2026
- RAUM · $8.2B to $18BJun 27, 2025 to Jun 29, 2026
- Accounts · 9 to 10Jun 28, 2024 to Jun 27, 2025
- BD registered reps · 21 to 33Jun 28, 2024 to Jun 27, 2025
- Assets in custody · $703M to $1.2BJun 28, 2024 to Jun 27, 2025
- Employees · 62 to 97Jun 28, 2024 to Jun 27, 2025
- Financial planning clients · unset to Jun 28, 2024 to Jun 27, 2025
- Other offices · 0 to 2Jun 28, 2024 to Jun 27, 2025
- Discretionary RAUM · $3.4B to $8.2BJun 28, 2024 to Jun 27, 2025
- Pooled vehicle RAUM · $703M to $1.2BJun 28, 2024 to Jun 27, 2025
- RAUM · $3.4B to $8.2BJun 28, 2024 to Jun 27, 2025
- Accounts · 6 to 9Jun 29, 2023 to Jun 28, 2024
- Advisory employees · 1 to 0Jun 29, 2023 to Jun 28, 2024
- Pooled vehicle clients · 4 to 6Jun 29, 2023 to Jun 28, 2024
- Assets in custody · $433M to $703MJun 29, 2023 to Jun 28, 2024
- Employees · 52 to 62Jun 29, 2023 to Jun 28, 2024
- Other offices · 1 to 0Jun 29, 2023 to Jun 28, 2024
- Discretionary RAUM · $1.5B to $3.4BJun 29, 2023 to Jun 28, 2024
- Pooled vehicle RAUM · $433M to $703MJun 29, 2023 to Jun 28, 2024
- RAUM · $1.5B to $3.4BJun 29, 2023 to Jun 28, 2024
- Accounts · 2 to 6May 4, 2023 to Jun 29, 2023
- BD registered reps · 15 to 21May 4, 2023 to Jun 29, 2023
- Pooled vehicle clients · 1 to 4May 4, 2023 to Jun 29, 2023
- Assets in custody · $112M to $433MMay 4, 2023 to Jun 29, 2023
- Employees · 33 to 52May 4, 2023 to Jun 29, 2023
- Discretionary RAUM · $581M to $1.5BMay 4, 2023 to Jun 29, 2023
- Pooled vehicle RAUM · $112M to $433MMay 4, 2023 to Jun 29, 2023
- RAUM · $581M to $1.5BMay 4, 2023 to Jun 29, 2023
- Business name · CONVERSUS, A STEPSTONE COMPANY to STEPSTONE PRIVATE WEALTHNov 14, 2022 to Nov 17, 2022
- Legal name · STEPSTONE CONVERSUS LLC to STEPSTONE GROUP PRIVATE WEALTH LLCNov 14, 2022 to Nov 14, 2022
- BD registered reps · 12 to 15Jan 3, 2022 to Jun 28, 2022
- Assets in custody · $17.6M to $112MJan 3, 2022 to Jun 28, 2022
- Employees · 22 to 33Jan 3, 2022 to Jun 28, 2022
Signals
6 dated events
- Stepstone Private Wealth reported RAUM $17.9B, up 119% from $8.2B (2025-06-27 to 2026-06-29)Jun 29, 2026 · RAUM change · derived
- Stepstone Private Wealth reported RAUM $8.2B, up 142% from $3.4B (2024-06-28 to 2025-06-27)Jun 27, 2025 · RAUM change · derived
- Stepstone Private Wealth reported RAUM $3.4B, up 125% from $1.5B (2023-06-29 to 2024-06-28)Jun 28, 2024 · RAUM change · derived
- Stepstone Private Wealth reported RAUM $1.5B, up 158% from $580.7M (2023-05-04 to 2023-06-29)Jun 29, 2023 · RAUM change · derived
- Stepstone Private Wealth reported RAUM $580.7M, up 404% from $115.2M (2022-01-03 to 2022-06-28)Jun 28, 2022 · RAUM change · derived
- Conversus, A Stepstone Company filed its initial SEC registration (Form ADV)Oct 16, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Stepstone Private Wealth · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/stepstone-private-wealthreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/stepstone-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- stepstonepw.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 704-215-4300reportedpublic 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