STEPSTONE GROUP PRIVATE WEALTH LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 305881). Regulatory assets under management: $17.9B.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Jennifer Yayoi Ishiguro | CHIEF LEGAL OFFICER, PARTNER | — |
| Bendukai Edward Bouey | CHIEF COMPLIANCE OFFICER | — |
| BOUEY BENDUKAI EDWARD | CHIEF COMPLIANCE OFFICER | — |
| LONG ROBERT WILBURN | CHIEF EXECUTIVE OFFICER | — |
| SMITH TIMOTHY ADAIR | CHEIF OPERATING OFFICER & CHEIF FINANCIAL OFFICER; CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER | — |
| MCGUINNESS JOHN P | CHIEF COMPLIANCE OFFICER | — |
| ISHIGURO JENNIFER YAYOI | CHIEF LEGAL OFFICER, PARTNER; CHIEF LEGAL OFFICER, PARTNER, ACTING CHIEF COMPLIANCE OFFICER | — |
| Robert Wilburn Long | PARTNER, CHIEF EXECUTIVE OFFICER, SPW | — |
| Timothy Adair Smith | PARTNER, CHIEF OPERATING OFFICER, SPW | — |
| Brittney Brock Bauman | CHIEF FINANCIAL OFFICER | — |
Other Private Fund: 3 · Venture Capital Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| STEPSTONE (LUXEMBOURG) SCA SICAV- STEPSTONE PRIVATE VENTURE & GROWTH FUND | Venture Capital Fund | Luxembourg | 138 | $1.1B | $50K |
| CRDEX EQUITY PARTNERS LLC | Other Private Fund | Delaware | 854 | $666.4M | — |
| STEPSTONE (LUXEMBOURG) SCA SICAV- STEPSTONE PRIVATE MARKETS | Other Private Fund | Luxembourg | 153 | $353.5M | $50K |
| STEPSTONE (LUXEMBOURG) SCA SICAV- STEPSTONE PRIVATE INFRASTRUCTURE FUND | Other Private Fund | Luxembourg | 355 | $252.4M | $50K |
| City | State | Employees | Phone |
|---|---|---|---|
| WINTER PARK | FL | 0 | 980-209-2105 |