STEPSTONE GROUP REAL ASSETS LP

C22
CRD 281695·SEC 801-106844·LA JOLLA, CA
AUM
$33.10B
$1B+
Est. Revenue
$331.0M
@ 1% on AUM
Est. EBITDA
$99.3M
@ 30% margin
Est. Deal Value
$794.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STEPSTONE GROUP REAL ASSETS LP
CRD
281695
SEC file #
801-106844
EIN
832583814
DBA names

Economics

AUM
$33.10B
AUM band
$1B+
AUM trajectory
'20'26
$9.03B → $33.10B▲ +267%
Client mix
Pooled Investment Vehicles48
Pension Profit Sharing Plans8
Investment Companies4
State Or Municipal Govt2
Insurance Companies2

Operations

Employees (total)
97
Advisory staff (per ADV)
75
Advisory staff (5-yr trend)
'20'26
44 advisors → 75 advisors▲ +70%
Primary office
LA JOLLA CA
Branches

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
07/21/2025
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STEPSTONE GROUP LP
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
STEPSTONE GROUP LP
10 BARCLAY INVESTMENTS PTY LTD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
STEPSTONEPW.COM
Rdap Domain Creation Date
2022-11-03T17:22:12Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001768502
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2019-09-03
Edgar Last Filing Date
2025-11-12
Edgar Form D Count
6
Edgar Form D Offerings
2025-11-122025-11-12 · 0001768502-25-000004
2025-11-032025-11-03 · 0001768502-25-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo28
Jpmorgan18
E*trade4
Shareholders Service Group4
Edgar Addresses
Mailing
10 JAY STREETBROOKLYN, NY 11201
Business
10 JAY STREETBROOKLYN, NY 11201
Edgar EIN
832583814
Edgar Recent Filings
D/A2025-11-12 · 0001768502-25-000004
D2025-11-03 · 0001768502-25-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-11-03T17:22:12Z
Rdap Domain Last Changed
2022-11-10T01:18:01Z
Rdap Nameservers
Ns1-01.azure-dns.comNs2-01.azure-dns.netNs3-01.azure-dns.orgNs4-01.azure-dns.info
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
143635
Trust Company Affiliate
Yes