{
  "crd_number": 305881,
  "slug": "stepstone-private-wealth-charlotte-nc-305881",
  "primary_business_name": "STEPSTONE PRIVATE WEALTH",
  "legal_name": "STEPSTONE GROUP PRIVATE WEALTH LLC",
  "dbas": [],
  "city": "Charlotte",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "16740",
  "metro": {
    "cbsa_code": "16740",
    "common_name": "Charlotte",
    "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
    "path": "/advisors/nc/charlotte"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-11-14",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-06-29",
  "carried_forward": false,
  "raum_total": 17933992646.0,
  "raum_discretionary": 17933992646.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 128,
  "advisory_employees": 0,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 16239426515.0,
      "count": 5
    },
    "pooled_investment_vehicles": {
      "raum": 1694566131.0,
      "count": 9
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NC"
  ],
  "websites": [
    "https://facebook.com/profile.php?id=100079815617536",
    "https://instagram.com/stepstonegroup",
    "https://instagram.com/stepstonevc",
    "https://linkedin.com/company/stepstone-group",
    "https://linkedin.com/company/stepstone-private-wealth",
    "https://spi.stepstonegroup.com",
    "https://stepstonegroup.com",
    "https://stepstonepw.com",
    "https://vimeo.com/stepstonegroup",
    "https://x.com/StepStoneVC",
    "https://x.com/stepstonegroup",
    "https://youtube.com/@stepstonegroup_STEP"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305881",
  "city_as_filed": "CHARLOTTE",
  "url": "https://advisorcensus.com/firm/stepstone-private-wealth-charlotte-nc-305881",
  "display_name": "Stepstone Private Wealth",
  "summary": "Stepstone Private Wealth is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2019, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.",
  "citation": "AdvisorCensus. Stepstone Private Wealth (CRD 305881): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Stepstone Private Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stepstone Private Wealth reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Stepstone Private Wealth located?",
      "a": "Stepstone Private Wealth's principal office is in Charlotte, NC, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Stepstone Private Wealth registered with the SEC or a state?",
      "a": "Stepstone Private Wealth is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305881."
    },
    {
      "q": "How much does Stepstone Private Wealth manage?",
      "a": "Stepstone Private Wealth reports $17,933,992,646 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Stepstone Private Wealth's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Stepstone Private Wealth: Regulatory assets under management: $115,176,909 in the October 2021 data and $17,933,992,646 in the October 2026 data, up 15471%. Total employees: 22 in October 2021 and 128 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Stepstone Private Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9); investment companies (5)."
    },
    {
      "q": "Does Stepstone Private Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305881"
    },
    {
      "q": "What changed in Stepstone Private Wealth's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Regulatory assets under management went from $8,172,580,284 to $17,933,992,646 (+119%). No longer lists an office in Charlotte, NC. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 115176909.0,
      "total_employees": 22,
      "filing_date": "2021-06-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 580716635.0,
      "total_employees": 33,
      "filing_date": "2022-06-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1498582855.0,
      "total_employees": 52,
      "filing_date": "2023-06-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3373097692.0,
      "total_employees": 62,
      "filing_date": "2024-06-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 8172580284.0,
      "total_employees": 97,
      "filing_date": "2025-06-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 17933992646.0,
      "total_employees": 128,
      "filing_date": "2026-06-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Regulatory assets under management went from $8,172,580,284 to $17,933,992,646 (+119%).",
        "No longer lists an office in Charlotte, NC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/stepstone-private-wealth-charlotte-nc-305881.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 5,
      "fewer_than_5": false,
      "raum": 16239426515.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 1694566131.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305881",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}