Data / Investment advisers / North Carolina / Stepstone Private Wealth
Stepstone Private Wealth, Charlotte, NC: $17.9 billion AUM, SEC registered investment adviser
Stepstone Private Wealth is an SEC registered investment adviser with its main office in Charlotte, North Carolina and reports $17.9 billion in regulatory assets under management in its Form ADV filed June 29, 2026. Its clients include investment companies and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 305881
- SEC file number
- 801-117639
- SEC status
- Approved, effective November 14, 2019
- Legal name
- Stepstone Group Private Wealth LLC
- Main office
- 128 South Tryon Street Suite 880, Charlotte, NC 28202
- Phone
- (704) 215-4300
- Regulatory AUM
- $17,933,992,646 in the Form ADV filed June 29, 2026
- Discretionary AUM
- $17,933,992,646
- Accounts
- 14
- Employees
- 128
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 3 other private funds, 1 venture capital fund
- Gross assets of private funds
- $2,394,184,656
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 5 | $16.24 billion |
| Pooled investment vehicles | 9 | $1.69 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $17.93 billion | June 29, 2026 |
| December 1, 2025 | $8.17 billion | June 27, 2025 |
Other advisers in Charlotte
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Allspring Funds Management, LLC | Charlotte | $324.65 billion | Not listed | adviserinfo.sec.gov |
| Brighthouse Investment Advisers, LLC | Charlotte | $132.63 billion | Not listed | adviserinfo.sec.gov |
| Sterling Capital Management LLC | Charlotte | $69.23 billion | Not listed | adviserinfo.sec.gov |
| Wells Fargo Investment Institute, Inc. | Charlotte | $43.00 billion | Not listed | adviserinfo.sec.gov |
| Alight Financial Advisors, LLC | Charlotte | $35.05 billion | Not listed | adviserinfo.sec.gov |
| Independent Advisor Alliance, LLC | Charlotte | $17.23 billion | Not listed | adviserinfo.sec.gov |
| Global Endowment Management, LP | Charlotte | $12.88 billion | 148 | adviserinfo.sec.gov |
| Churchill Investment Management LLC | Charlotte | $12.14 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Charlotte, NC
- Investment advisers in North Carolina
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Stepstone Private Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.