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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- MARCH
- Registration Date
- --
- Latest Filing
- Jun 28, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOUEY, BENDUKAI, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOUEY, BENDUKAI, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOUEY, BENDUKAI, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOUEY, BENDUKAI, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| ISHIGURO, JENNIFER, YAYOI | I | CHIEF LEGAL OFFICER, PARTNER | NA | |
| ISHIGURO, JENNIFER, YAYOI | I | CHIEF LEGAL OFFICER, PARTNER, ACTING CHIEF COMPLIANCE OFFICER | NA | |
| ISHIGURO, JENNIFER, YAYOI | I | CHIEF LEGAL OFFICER, PARTNER | NA | |
| ISHIGURO, JENNIFER, YAYOI | I | CHIEF LEGAL OFFICER, PARTNER | NA | |
| ISHIGURO, JENNIFER, YAYOI | I | CHIEF LEGAL OFFICER, PARTNER | NA | |
| LONG, ROBERT, WILBURN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LONG, ROBERT, WILBURN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LONG, ROBERT, WILBURN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LONG, ROBERT, WILBURN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LONG, ROBERT, WILBURN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LONG, ROBERT, WILBURN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LONG, ROBERT, WILBURN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LONG, ROBERT, WILBURN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LONG, ROBERT, WILBURN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LONG, ROBERT, WILBURN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LONG, ROBERT, WILBURN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LONG, ROBERT, WILBURN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LONG, ROBERT, WILBURN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LONG, ROBERT, WILBURN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LONG, ROBERT, WILBURN | I | PARTNER, CHIEF EXECUTIVE OFFICER, SPW | NA | Control |
| MCGUINNESS, JOHN, P | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCGUINNESS, JOHN, P | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCGUINNESS, JOHN, P | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCGUINNESS, JOHN, P | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCGUINNESS, JOHN, P | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCGUINNESS, JOHN, P | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCGUINNESS, JOHN, P | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCGUINNESS, JOHN, P | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCGUINNESS, JOHN, P | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCGUINNESS, JOHN, P | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, TIMOTHY, ADAIR | I | CHEIF OPERATING OFFICER & CHEIF FINANCIAL OFFICER | NA | Control |
| SMITH, TIMOTHY, ADAIR | I | CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| SMITH, TIMOTHY, ADAIR | I | CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| SMITH, TIMOTHY, ADAIR | I | CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| SMITH, TIMOTHY, ADAIR | I | CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| SMITH, TIMOTHY, ADAIR | I | CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| SMITH, TIMOTHY, ADAIR | I | CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| SMITH, TIMOTHY, ADAIR | I | CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| SMITH, TIMOTHY, ADAIR | I | CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| SMITH, TIMOTHY, ADAIR | I | CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| SMITH, TIMOTHY, ADAIR | I | CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| SMITH, TIMOTHY, ADAIR | I | CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| SMITH, TIMOTHY, ADAIR | I | CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| SMITH, TIMOTHY, ADAIR | I | CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| SMITH, TIMOTHY, ADAIR | I | PARTNER, CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER, SPW | NA | Control |
| STEPSTONE GROUP LP | DE | SOLE MEMBER | E | Control |
| STEPSTONE GROUP LP | DE | SOLE MEMBER | E | Control |
| STEPSTONE GROUP LP | DE | SOLE MEMBER | E | Control |
| STEPSTONE GROUP LP | DE | SOLE MEMBER | E | Control |
| STEPSTONE GROUP LP | DE | SOLE MEMBER | E | Control |
| STEPSTONE GROUP LP | DE | SOLE MEMBER | E | Control |
| STEPSTONE GROUP LP | DE | SOLE MEMBER | E | Control |
| STEPSTONE GROUP LP | DE | SOLE MEMBER | E | Control |
| STEPSTONE GROUP LP | DE | SOLE MEMBER | E | Control |
| STEPSTONE GROUP LP | DE | SOLE MEMBER | E | Control |
| STEPSTONE GROUP LP | DE | SOLE MEMBER | E | Control |
| STEPSTONE GROUP LP | DE | SOLE MEMBER | E | Control |
| STEPSTONE GROUP LP | DE | SOLE MEMBER | E | Control |
| STEPSTONE GROUP LP | DE | SOLE MEMBER | E | Control |
| STEPSTONE GROUP LP | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| STEPSTONE GROUP HOLDINGS LLC | DE | STEPSTONE GROUP LP | F | Control |
| STEPSTONE GROUP HOLDINGS LLC | DE | STEPSTONE GROUP LP | F | Control |
| STEPSTONE GROUP HOLDINGS LLC | DE | STEPSTONE GROUP LP | F | Control |
| STEPSTONE GROUP HOLDINGS LLC | DE | STEPSTONE GROUP LP | F | Control |
| STEPSTONE GROUP HOLDINGS LLC | DE | STEPSTONE GROUP LP | F | Control |
| STEPSTONE GROUP HOLDINGS LLC | DE | STEPSTONE GROUP LP | F | Control |
| STEPSTONE GROUP HOLDINGS LLC | DE | STEPSTONE GROUP LP | F | Control |
| STEPSTONE GROUP HOLDINGS LLC | DE | STEPSTONE GROUP LP | F | Control |
| STEPSTONE GROUP HOLDINGS LLC | DE | STEPSTONE GROUP LP | F | Control |
| STEPSTONE GROUP HOLDINGS LLC | DE | STEPSTONE GROUP LP | F | Control |
| STEPSTONE GROUP HOLDINGS LLC | DE | STEPSTONE GROUP LP | F | Control |
| STEPSTONE GROUP HOLDINGS LLC | DE | STEPSTONE GROUP LP | F | Control |
| STEPSTONE GROUP HOLDINGS LLC | DE | STEPSTONE GROUP LP | F | Control |
| STEPSTONE GROUP HOLDINGS LLC | DE | STEPSTONE GROUP LP | F | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP HOLDINGS LLC | E | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP HOLDINGS LLC | E | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP HOLDINGS LLC | E | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP HOLDINGS LLC | E | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP HOLDINGS LLC | E | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP HOLDINGS LLC | E | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP HOLDINGS LLC | E | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP HOLDINGS LLC | E | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP HOLDINGS LLC | E | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP HOLDINGS LLC | E | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP HOLDINGS LLC | E | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP INC. | C | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP INC. | C | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP INC. | C | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP INC. | C | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP INC. | C | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP INC. | C | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP INC. | C | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP INC. | C | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP INC. | C | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP INC. | C | Control |
| STEPSTONE GROUP INC. | DE | STEPSTONE GROUP INC. | C | Control |
Registrations
Federal
IA
Jun 28, 2025 REGISTERED
Notice Filings (2)
FL NC
Address
128 SOUTH TRYON STREETSUITE 880
CHARLOTTE, NC 28202
United States
Phone: 704-215-4300