asset manager
StepStone Private Wealth
CHARLOTTE, NC
CRD: 305881
In network coverage since August 18, 2026 · 1 story
$17.9BRegulatory AUMSEC Form ADV · Oct 17
128EmployeesForm ADV
Regulatory AUM · Aug 22 – Oct 17
Network coverage
New funds
StepStone's CEO sells evergreen funds as a tax-form fix
Bob Long's pitch turns on capital calls and tax paperwork, not performance.