Stepstone Group LP

0 registered advisors · 1 reported ETFs · $12.1M reported ETF value · $107.8B regulatory AUM

Stepstone Group LP is an investment adviser that files Form ADV with the SEC in La Jolla, CA, with 0 registered advisors, reporting $107.8B in regulatory assets under management. Its 13F filings report 1 ETF positions worth $12.1M.

Last updated 2026-07-30 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$107.8BVery highTop 1.4%
  • Average AUM per client$192.2MHighTop 17%
  • High-net-worth share of clients2.5%LowTop 60%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-07-30. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2007-07-27
SEC file number
801-68079
Form version
10/2021
Latest Form ADV filing
2026-07-30
Address
4225 Executive Square, Suite 1600, La Jolla, CA 92037, United States
Phone
858-558-9700
Website
https://www.stepstonegroup.com/

Size

People and clients

Items 5.A through 5.D.

Employees
978
Registered advisors
0
Offices
0
Clients
561
High-net-worth share of clients
2.5%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$107,824,428,426
Discretionary AUM
$95,348,232,878
Non-discretionary AUM
$12,476,195,548
Total accounts
412
Average AUM per client
$192,200,407

Clients

Who the firm serves

Item 5.D, by reported assets.

  • Pooled investment vehicles413 clients
    $107.8B
  • High net worth individuals14 clients
    $0
  • Banking or thrift institutions9 clients
    $0
  • Investment companies18 clients
    $0
  • Pension and profit-sharing plans20 clients
    $0
  • Charitable organizations19 clients
    $0
  • State or municipal government entities20 clients
    $0
  • Other investment advisers28 clients
    $0
  • Insurance companies13 clients
    $0
  • Sovereign wealth funds and foreign official institutions4 clients
    $0
  • Corporations or other businesses3 clients
    $0

Practice

How the firm operates

Items 4 through 9.

Services
Portfolio Management: Investment Companies; Portfolio Management: Pooled Investment Vehicles; Portfolio Management: Businesses or Institutional Clients; Pension Consulting Services; Selection of Other Advisers
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Fixed Fees (Other Than Subscription); Compensation: Performance-Based Fees
Other business activities
Active Business: Commodity Pool Operator or Trading Advisor
Affiliations
Related Person Is: Other Investment Adviser (Incl. Financial; Related Person Is: Commodity Pool Operator or CTA; Related Person Is: Sponsor or Syndicator of Limited Partners; Related Person Is: Sponsor or GP of Pooled Investment Vehicl; Adviser to Any Private Fund
Custody
Adviser Has Custody of Client Cash; Adviser Has Custody of Client Securities; Adviser Custody Amount ($); Adviser Custody Clients (Count); Related Person Has Custody of Client Cash; Related Person Has Custody of Client Securities; Related Person Custody Amount ($); Related Person Custody Clients (Count)

Source: SEC Form ADV filed by CRD 143635. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research
MSBT — Common$12.1M100.0%Research alternatives to MSBT · MSBT institutional holders

Registered advisors

    Public filing evidence

    Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

    Report period: 2026-06-30