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STEPSTONE GROUP REAL ESTATE LP

Advisory

N·LA JOLLA, CA

Data as of Jul 30, 2024 · Source: SEC Form ADV

Total AUM

$17.2B

1-Year AUM Growth

+26.8%

3-Year CAGR

+25.1%

Employees

95

Assets Under Management

Total AUM$17.2B

Discretionary AUM$15.4B

Non-Discretionary AUM$1.8B

Discretionary %89.4%

Total Clients97

Team

Total Employees95

Investment Advisers117

Employee Growth (1Y)+23.1%

Filing History

Total Filings on Record21

First FilingOct 19, 2015

Latest FilingJul 30, 2024

🔒 Full AUM trend chart and 21 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on STEPSTONE GROUP REAL ESTATE LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.