Key facts
- It has raised $1.3B; the latest was PE Growth/Expansion ($475.0M) in Dec 2025.
- Notable investors include Cynosure Partners, The Pritzker Organization, Ares Management.
- Status: Privately Held (backing).
- ·The complete investor list — 3 names
- ·Watchlist + deal alerts for Steward Partners Global Advisory
- ·The full record, as it builds
Funding rounds
No funding rounds for Steward Partners Global Advisory are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Steward Partners Global Advisory
Provider of investment and advisory services intended to serve family, institutional and multigenerational investors. The company's investment and advisory services specializes in offering wealth planning, cash management, brokerage, capital access, institutional consulting and investment services, enabling businesses to make concise decisions and grow their businesses.
- Sector
- Business Products and Services (B2B)
- HQ
- New York, NY, United States
- Founded
- 2013
- Employees
- 542
- Website
- stewardpartners.com/
- Ownership
- Privately Held (backing)
Steward Partners Global Advisory doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Steward Partners Global Advisory shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Steward Partners Global Advisory in its N-PORT filings yet. We sweep new filings monthly.