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STEPSTONE GROUP REAL ESTATE LP

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

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About STEPSTONE GROUP REAL ESTATE LP

STEPSTONE GROUP REAL ESTATE LP, formally registered with the SEC as STEPSTONE GROUP REAL ESTATE LP. The firm was established in 11/02/2015. They have over 12 offices throughout the country.

STEPSTONE GROUP REAL ESTATE LP is a La Jolla, California based Financial Planning firm with nearly $14,179,117,235 assets under management, offering retirement planning & investment advisory services to 64 clients. The firm is staffed with 84 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#281698
SEC#801-106835
Assets Managed by Firm$14,179,117,235
No. of Clients64
No. of Advisors84

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 Total64$14,179,117,235
Pension and profit sharing plans8$1,390,494,360

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