9AT: STEPSTONE PRIVATE WEALTH

other names

STEPSTONE PRIVATE WEALTH
CONVERSUS, A STEPSTONE COMPANY
STEPSTONE GROUP PRIVATE WEALTH LLC
STEPSTONE CONVERSUS LLC

Adviser Profile

As of Date	06/29/2026
Registration	SEC, Approved, 11/14/2019
ADV Location	CHARLOTTE, NC, United States
Contact Info	704 xxxxxxx
Websites

AUM^*	17,933,992,646 432%
of that, discretionary	17,933,992,646 432%
Number of Employees	128 106%
of those in investment advisory functions
Private Fund GAV^*	1,727,795,981
Avg Account Size	1,280,999,475 242%
SMA’s	No
Private Funds	4 4

Adviser Type

- Large advisory firm

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

{{ TypeColumnLabel }}	Count	GAV
{{ TypeColumnLabel }}{{ item.FundType }}	Count{{ formatCount(item.FundsCount) }}	GAV{{ formatGAV(item.AUM) }}

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser MOUNTAINEER PARTNERS MANAGEMENT, LLC	Hedge Fund175.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV175.5m	AUM305.7m	#Funds3
Adviser ATYANT CAPITAL MANAGEMENT LTD	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund146.8m	Total Private Fund GAV146.8m	AUM470.2m	#Funds2
Adviser SKYBRIDGE CAPITAL II, LLC	Hedge Fund395.3m	Liquidity Fund-	Private Equity Fund100.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV495.6m	AUM1.9b	#Funds24
Adviser IRONWOOD CAPITAL MANAGEMENT CORP	Hedge Fund2.1b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.1b	AUM8.2b	#Funds4
Adviser BLS CAPITAL FONDSMAEGLERSELSKAB A/S	Hedge Fund1.8b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.8b	AUM7.2b	#Funds1
Adviser INTERAMERICAN ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM25.2m	#Funds-
Adviser CHURCHILL ASSET MANAGEMENT LLC	Hedge Fund3.0b	Liquidity Fund-	Private Equity Fund17.0b	Real Estate Fund-	Securitized Asset Fund4.6b	Venture Capital Fund-	Other Fund-	Total Private Fund GAV24.6b	AUM55.7b	#Funds66
Adviser MAZE INVESTMENTS, LLC	Hedge Fund38.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV38.7m	AUM45.7m	#Funds2
Adviser GOLDMAN SACHS ASSET MANAGEMENT, L.P.	Hedge Fund50.8b	Liquidity Fund-	Private Equity Fund188.4b	Real Estate Fund8.6b	Securitized Asset Fund2.8b	Venture Capital Fund-	Other Fund302.2b	Total Private Fund GAV552.9b	AUM2,064.7b	#Funds1,543
Adviser 325 CAPITAL	Hedge Fund65.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV65.8m	AUM337.8m	#Funds3

Brochure Summary

Overview

StepStone Private Wealth has been providing investment advisory services since 2019. StepStone Private Wealth is a wholly owned subsidiary of StepStone Group LP (“StepStone”), a registered investment adviser under the Investment Advisers Act of 1940, as amended (the “Advisers Act”). StepStone is, in turn, a wholly owned subsidiary of StepStone Group Inc., a public company listed on the NASDAQ (NASDAQ: STEP). StepStone Group Inc. and its affiliates, including StepStone Private Wealth and StepStone, are collectively referred to herein as the “StepStone Group.” StepStone Private Wealth is the adviser to StepStone Private Markets (“SPRIM”) and StepStone Private Venture and Growth Fund (“SPRING”) (each a “Fund” and together, the “Funds”), Delaware statutory trusts registered under the Investment Company Act of 1940, as amended (the “1940 Act”), as a non- diversified, closed-end management investment company. StepStone Private Wealth also manages StepStone Private Markets Feeder Ltd. (the “Feeder”), which invests substantially all of its assets in SPRIM. Additionally, StepStone Private Wealth manages other foreign-domiciled pooled investment vehicles (the “Fund Vehicles”). The Fund Vehicles employ a strategy similar to the Funds (each of the Funds, Feeder and Fund Vehicles are referred to

throughout this Brochure as a “Client,” and collectively, “Clients”). StepStone Private Wealth provides investment advisory services to the Clients as the adviser and StepStone provides investment advisory services to the Clients as a sub-adviser. The Clients invest in various private market asset classes, including private equity, private debt, real estate and real assets, through investments in private funds and co-investment opportunities (“Private Market Assets”). StepStone Private Wealth and StepStone tailor their advisory services for the Clients to the specific investment objectives, guidelines and restrictions set forth in their respective confidential private placement memorandum, limited partnership or limited liability company agreement, investment advisory contract and other governing documents (collectively, “Governing Documents”). Investors and prospective investors of each Client should refer to all Governing Documents of the applicable Client for complete information regarding investment objectives and restrictions. There is no assurance that these investment objectives will be achieved. As of March 31, 2023, StepStone Private Wealth had regulatory assets under management of $1,498,582,854, all of which were managed on a discretionary basis.

STEPSTONE PRIVATE WEALTH

Related Companies

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

{{ ViewTitle }}

Similar advisers

Brochure Summary

Overview