Stepstone Group Real Assets Lp
- Regulatory AUM
- $41.5B
- Discretionary
- $22.2B
- Clients
- 71
- Avg AUM / client
- $584M
- Accounts
- 64
- Employees
- 94
AUM over time
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | — | — |
| Pooled investment vehicles (non-investment companies) | 59 | $34.9B | 84.2% |
| Pension and profit sharing plans | 7 | $4.3B | 10.3% |
| State or municipal government entities | 2 | $2.3B | 5.5% |
| Insurance companies | 2 | — | — |
Private funds (35)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $21.5B combined gross assets
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fernandez, Jose, Agustin | Co Chief Operating Officer, Partner | Mar 2007 (19y) | Less than 5% | |
| Ment, Jason, Paul | President And Co Chief Operating Officer, Partner | Jan 2014 (13y) | Less than 5% | |
| Kynaston, Stephen, (Nmn) | Partner | Jul 2016 (10y) | 5% – 10% | |
| O'leary, James, David | Director | Jul 2016 (10y) | GP / trustee / elected manager of Choljo Investments Pty Limited (indirect) | |
| Cadman, Duane, Joseph | Director | Aug 2016 (10y) | GP / trustee / elected manager of 10 Barclay Investments Pty Ltd (indirect) | |
| Hart, Scott, William | Chief Executive Officer | Aug 2019 (7y) | Less than 5% | |
| Ishiguro, Jennifer, Yayoi | Chief Legal Officer, Partner | Sep 2019 (7y) | Less than 5% | |
| Bouey, Bendukai, Edward | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% | |
| Park, David, Yongil | Chief Financial Officer | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stepstone Group Lp | Partner | Jan 2014 | A | 50% – 75% |
| 10 Barclay Investments Pty Ltd | Partner | Aug 2016 | A | 10% – 25% |
| Choljo Investments Pty Limited | Partner | Jul 2016 | A | 10% – 25% |
| Stepstone Group Real Assets Holding Llc | General Partner | Jul 2014 | A | Less than 5% |
| Stepstone Group Inc. | Sole Managing Member | Sep 2020 | B | 75% or more of Stepstone Group Holdings Llc (indirect) |
| Stepstone Group Lp | Member | Jul 2014 | B | ≈ 0% – 3.75% via Stepstone Group Real Assets Holding Llc |
| Stepstone Group Holdings Llc | General Partner | Jan 2014 | B | GP / trustee / elected manager of Stepstone Group Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Stepstone Group Lp: 50% – 75% of Stepstone Group Real Assets Holding Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (35, $21.5B gross assets)
Top 25 of 35 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 14.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗