STEPSTONE GROUP PRIVATE WEALTH LLC
Legal name: STEPSTONE PRIVATE WEALTH
CRD #305881 SEC #801-117639 CHARLOTTE, NC 704-215-4300
SEC Registered
Total AUM
$8.2B
Discretionary
$8.2B
Employees
97
Clients
--
Accounts
10
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $8.2B | $8.2B | $0 | 97 | 0 |
| Jun 2024 | $3.4B | $3.4B | $0 | 62 | 0 |
| Jun 2023 | $1.5B | $1.5B | $0 | 52 | 0 |
| May 2023 | $580.7M | $580.7M | $0 | 33 | 0 |
| Nov 2022 | $580.7M | $580.7M | $0 | 33 | 0 |
| Nov 2022 | $580.7M | $580.7M | $0 | 33 | 0 |
| Jun 2022 | $580.7M | $580.7M | $0 | 33 | 0 |
| Jan 2022 | $115.2M | $115.2M | $0 | 22 | 0 |
| Jun 2021 | $115.2M | $115.2M | $0 | 22 | 0 |
| Oct 2020 | $10K | $10K | $0 | 12 | 0 |
| Jun 2020 | $10K | $10K | $0 | 12 | 0 |
| Mar 2020 | $10K | $10K | $0 | 5 | 0 |
| Oct 2019 | $0 | $0 | $0 | 5 | 0 |
DateJun 2025
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees97
Clients0
DateJun 2024
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees62
Clients0
DateJun 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees52
Clients0
DateMay 2023
Total AUM$580.7M
Discretionary$580.7M
Non-Disc.$0
Employees33
Clients0
DateNov 2022
Total AUM$580.7M
Discretionary$580.7M
Non-Disc.$0
Employees33
Clients0
DateNov 2022
Total AUM$580.7M
Discretionary$580.7M
Non-Disc.$0
Employees33
Clients0
DateJun 2022
Total AUM$580.7M
Discretionary$580.7M
Non-Disc.$0
Employees33
Clients0
DateJan 2022
Total AUM$115.2M
Discretionary$115.2M
Non-Disc.$0
Employees22
Clients0
DateJun 2021
Total AUM$115.2M
Discretionary$115.2M
Non-Disc.$0
Employees22
Clients0
DateOct 2020
Total AUM$10K
Discretionary$10K
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$10K
Discretionary$10K
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$10K
Discretionary$10K
Non-Disc.$0
Employees5
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0