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Home > Retirement Planners > california > la jolla > STEPSTONE GROUP REAL ESTATE LP
STEPSTONE GROUP REAL ESTATE LP
4225 Executive Square
Suite 1600
La Jolla, California 92037
Tel: 858-558-9700
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 Status | Approved |
|---|---|
| Firm CRD# | 281698 |
| SEC# | 801-106835 |
| Assets Managed by Firm | $14,179,117,235 |
| No. of Clients | 64 |
| No. of Advisors | 84 |
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 | 64 | $14,179,117,235 |
| Pension and profit sharing plans | 8 | $1,390,494,360 |
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