STEPSTONE GROUP LP

4225 Executive Square
Suite 1600
La Jolla, California 92037
Tel: 858-558-9700

About STEPSTONE GROUP LP

STEPSTONE GROUP LP, formally registered with the SEC as STEPSTONE GROUP LP. The firm was established in 07/27/2007. They have over 10 offices throughout the country.

STEPSTONE GROUP LP is a La Jolla, California based Financial Planning firm with nearly $85,687,398,665 assets under management, offering retirement planning & investment advisory services to 337 clients. The firm is staffed with 689 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143635
SEC#	801-68079
Assets Managed by Firm	$85,687,398,665
No. of Clients	337
No. of Advisors	689

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	337	$85,687,398,665

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