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STEPSTONE GROUP LP

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

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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 StatusApproved
Firm CRD#143635
SEC#801-68079
Assets Managed by Firm$85,687,398,665
No. of Clients337
No. of Advisors689

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 ClientsAUM
Firm Total337$85,687,398,665

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