STEPSTONE GROUP LP Overview
Stepstone Group Lp is an investment advisor that manages 11.9 BN dollars in regulatory AUM and has 153 employees, of which 76 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 03/31/23. The fund's latest filing disclosed 538MM in positions, representing 5% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 03/31/23. The fund's latest filing disclosed 538MM in positions, representing 5% of the manager's regulatory AUM.
STEPSTONE GROUP LP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STEPSTONE GROUP LP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| DNB | 48.09% | Industrials | 0% | -0.62% | 0 | 3% | ||
| WKME | 20.5% | Tech | -12.22% | -3.42% | 213 | 1% | ||
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FEATURED IN
STEPSTONE GROUP LP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Monte M. Brem | Chief Executive Officer, Partner | March-2007 |
| Jose A. Fernandez | Trustee Of The Fernandez Family Trust | March-2007 |
| Thomas P. Keck | Trustee Of Thomas Keck And Antoinette Keck Trust | February-2002 |
| Ronald J. Rose | Partner | September-2007 |
| Johnny D. Randel | Partner, Chief Financial Officer, Chief Operating Officer | February-2010 |
| Jason P. Ment | Partner, General Counsel, Chief Compliance Officer | October-2010 |
| Mark Maruszewski | Partner | January-2011 |
| Thomas A. Bradley | Partner | December-2012 |
| David T. Jeffrey | Partner | December-2012 |
| Michael I. Mccabe | Partner | December-2012 |
| Antoinette M. Keck | Trustee Of Thomas Keck And Antoinette Keck Trust | February-2002 |
| Deidre A. Buddin | Trustee Of The Fernandez Family Trust | March-2007 |
STEPSTONE GROUP LP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
STEPSTONE GROUP LP Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
StepStone’s analysis methods include fundamental financial analysis, and extensive due diligence examination and evaluation of each investment opportunity in terms of risk-reward analysis and in the context of each fund’s and/or client’s objectives and constraints.
In selecting private markets funds, monitoring performance, and performing on-going due diligence for Separate Accounts, non-discretionary advisory clients, Feeder Funds and Funds of Private Markets Funds, StepStone generally will consider (1) investment strategy and targeted sectors; (2) personnel and the fund’s investment team; (3) track record and transactions done by the investment team; and (4) terms and fit with the client’s objectives. StepStone also provides services on a limited basis solely to evaluate a particular private markets fund opportunity without regard to fit with the client’s objectives in those instance...
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StepStone’s analysis methods include fundamental financial analysis, and extensive due diligence examination and evaluation of each investment opportunity in terms of risk-reward analysis and in the context of each fund’s and/or client’s objectives and constraints.
In selecting private markets funds, monitoring performance, and performing on-going due diligence for Separate Accounts, non-discretionary advisory clients, Feeder Funds and Funds of Private Markets Funds, StepStone generally will consider (1) investment strategy and targeted sectors; (2) personnel and the fund’s investment team; (3) track record and transactions done by the investment team; and (4) terms and fit with the client’s objectives. StepStone also provides services on a limited basis solely to evaluate a particular private markets fund opportunity without regard to fit with the client’s objectives in those instance...
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STEPSTONE GROUP LP Portfolio Concentration
STEPSTONE GROUP LP Location
4350 LA JOLLA VILLAGE DRIVE
SUITE 800
SAN DIEGO, California
UNITED STATES, 92122
SUITE 800
SAN DIEGO, California
UNITED STATES, 92122
STEPSTONE GROUP LP Contact Information
Phone Number: 858-558-9700
Fax Number: 858-558-9701
Website: https://www.stepstoneglobal.com
Fax Number: 858-558-9701
Website: https://www.stepstoneglobal.com
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