StepStone Private Wealth seeks to convert the private markets advantages enjoyed by large institutional investors into opportunities for high-net-worth and small institutional investors.

Strategies and documents

View literature and fund documents to learn more about StepStone Private Wealth’s offerings.

Private Equity and Venture Capital

Investments in private companies, including buyouts, venture capital and growth equity investments.

Private Debt

Loans and similar investments in private companies negotiated directly with the borrower.

Real Assets

A broad category including infrastructure, real estate, energy, agriculture, and other natural resources, these share a component of current yield with an expected insulation of the underlying assets against inflation.

Our advantage

We harness the power of our platform to reveal and realize institutional-quality opportunities for individual investors and small institutions.

Comprehensive approach

Our seasoned investment professionals design private markets solutions that support individual investors in achieving their long-term goals, offering immediate exposure through private equity, real assets and private debt.

Investor-centric solutions

StepStone Private Wealth seeks to offer individual investors attractive terms such as quarterly liquidity, frequent valuations and reporting, no capital calls, and low investment minimums.

Proprietary data advantage

Our research-focused process, sophisticated data analysis tools, and proprietary technology platform afford us the insights that drive smarter decisions and greater conviction.

Superior sourcing and selection

Powered by the firm’s experience, analytical tools and manager relationships across private markets, StepStone Private Wealth offers access to the most attractive opportunities.

Exceptional expertise

The StepStone Private Wealth team brings deep expertise in creating diversified, innovative, and transformative portfolios for individual investors.

75
+

Private Wealth professionals

As of 09/30/2024

A dedicated team with extensive proficiencies in manager selection, product structuring, distribution, governance, and operations.

Our approach

Our goal is to improve financial well-being by serving small institutional and individual investors through five fundamental guiding principles.

Purposeful

We build deep relationships and strong communities where we live and work.

Principled

We do the right thing, the right way, with the right motives.

Passionate

We maintain an attitude that is totally committed, with high levels of energy and perseverance.

Positive

We work from an optimistic, growth-oriented mindset that is forward-thinking, humble and grateful.

Precise

We are extremely disciplined, professional and highly focused on achieving excellence.

Our perspective

Keep up with the latest StepStone Private Wealth news, as well as our research and perspectives on global private markets.

Contact us

Find out more about StepStone Private Wealth’s solutions for individual investors and small institutions.