asset manager
StepStone Private Wealth
CHARLOTTE, NC
CRD: 305881
In PWD coverage since August 18, 2026 · 1 story
$17.9BRegulatory AUMSEC Form ADV · Aug 21
128EmployeesForm ADV
PWD coverage
vehicles
StepStone's CEO sells evergreen funds as a tax-form fix
Bob Long's pitch turns on capital calls and tax paperwork, not performance.