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Building 2STEPSTONE GROUP LP

Map pinLA JOLLA, CA
Phone858-558-9700
NotebookSEC #801-68079
Total AUM
$95.6B
Employees
801
Clients
503

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4225 EXECUTIVE SQUARE
SUITE 1600
LA JOLLA
CA 92037
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
858-558-9700
Other Offices
10

ReceiptFinancials

Total AUM
$95.6B
Accounts
363
Discretionary
$87B
Accounts
323
Non-Discretionary
$8.7B
Accounts
40

ContactClients

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HNW Individual Clients
14
AUM
$0
Banking Clients
9
AUM
$0
Investment Company Clients
15
AUM
$0
Business Development Company Clients
1
AUM
$0
Pooled Vehicle Clients
365
AUM
$95.6B
Pension/Profit Sharing Plan Clients
20
AUM
$0
Charitable Organization Clients
20
AUM
$0
Government Entity Clients
18
AUM
$0
Investment Advisor Clients
23
AUM
$0
Insurance Company Clients
8
AUM
$0
Sovereign Wealth Fund Clients
5
AUM
$0
Corporation or Business Clients
5
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 166 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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