# STEPSTONE GROUP PRIVATE WEALTH LLC

STEPSTONE GROUP PRIVATE WEALTH LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 305881
- Type: SEC-registered investment adviser
- SEC file number: 801-117639
- Location: 128 SOUTH TRYON STREET, SUITE 880, CHARLOTTE, NC, 28202
- Phone: 704-215-4300
- Latest filing: 2026-06-29
- Regulatory AUM: $17.9B
- Discretionary AUM: $17.9B
- Clients: 128
- Accounts: 14

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| [Jennifer Yayoi Ishiguro](https://search.stillhousedata.com/person/681538) | CHIEF LEGAL OFFICER, PARTNER | — |
| [Bendukai Edward Bouey](https://search.stillhousedata.com/person/681539) | CHIEF COMPLIANCE OFFICER | — |
| [BOUEY BENDUKAI EDWARD](https://search.stillhousedata.com/person/818067) | CHIEF COMPLIANCE OFFICER | — |
| [LONG ROBERT WILBURN](https://search.stillhousedata.com/person/834695) | CHIEF EXECUTIVE OFFICER | — |
| [SMITH TIMOTHY ADAIR](https://search.stillhousedata.com/person/835292) | CHEIF OPERATING OFFICER & CHEIF FINANCIAL OFFICER; CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER | — |
| [MCGUINNESS JOHN P](https://search.stillhousedata.com/person/854931) | CHIEF COMPLIANCE OFFICER | — |
| [ISHIGURO JENNIFER YAYOI](https://search.stillhousedata.com/person/858247) | CHIEF LEGAL OFFICER, PARTNER; CHIEF LEGAL OFFICER, PARTNER, ACTING CHIEF COMPLIANCE OFFICER | — |
| [Robert Wilburn Long](https://search.stillhousedata.com/person/1630850) | PARTNER, CHIEF EXECUTIVE OFFICER, SPW | — |
| [Timothy Adair Smith](https://search.stillhousedata.com/person/1630851) | PARTNER, CHIEF OPERATING OFFICER, SPW | — |
| [Brittney Brock Bauman](https://search.stillhousedata.com/person/1630852) | CHIEF FINANCIAL OFFICER | — |


## Private funds (4)

Mix: Other Private Fund 3 · Venture Capital Fund 1

| Fund | Type | Formed | Owners | GAV | 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 |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WINTER PARK | FL | 0 | 980-209-2105 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305881/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305881/similar
- Related entities: https://search.stillhousedata.com/firm/305881/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305881

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.