Key facts
- StepStone Private Wealth is a other based in Charlotte, North Carolina.
- The team roster lists 17 people.
- StepStone Private Wealth reports $1.2B in regulatory assets under management, per its SEC Form ADV (2025-06).
About StepStone Private Wealth
StepStone Private Wealth is a wealth management firm based in Charlotte, North Carolina. The firm focuses on delivering private market solutions to high-net-worth investors. The assets are managed by the executive management.
Registered with the SEC
Form ADV · 2025-06 · CRD 305881- Regulatory AUM
- $1.2B
- Private fund assets
- —
- Private funds
- —
- Staff
- 97
- Registered office
- CHARLOTTE, NC
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as STEPSTONE GROUP PRIVATE WEALTH LLC).
Free account
See the whole book
- ·Watchlist + alerts for StepStone Private Wealth's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for StepStone Private Wealth are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Team
17 people on record — 17 with verified contacts
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked
- What is StepStone Private Wealth's AUM?
- StepStone Private Wealth manages approximately $10K in assets.