Filer Snapshot

StepStone Group Private Wealth LLC

CIK 0001791254. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

2

Latest filing

14 Sep 2023

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: Forms 3/4/5 owner position for StepStone Private Equity Strategies Fund. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

Populates from the latest parsed 13F information table.

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13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Insider / owner context

StepStone Private Equity Strategies Fund

18 Aug 2025

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Source: SEC Forms 3/4/5

3 filed on 14 Sep 2023 for CIK 0001791254.

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At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
1422 S. Tryon Street, Suite 300, Charlotte, NC, 28203
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
DE
Fiscal year end
31 December
Former names on EDGAR
StepStone Conversus LLC (to 09 Aug 2022)

Filer intelligence

What SEC filings say about StepStone Group Private Wealth LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Forms 3/4/5 show insider context for StepStone Private Equity Strategies Fund.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 4 rows

Officer, director, and 10% owner holdings or transactions.

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Forms 3/4/5 insider context

StepStone Private Equity Strategies Fund

18 Aug 2025

StepStone Private Credit Income Fund

31 May 2024

STRUX

13 Jul 2023

XSPIX

07 Jul 2022

Latest update

What changed recently for StepStone Group Private Wealth LLC

Ownership report updated

Latest ownership report period: 18 Aug 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

18 Aug 2025

Page type

Ownership filings

Latest period

18 Aug 2025

Ownership context was refreshed from SEC Forms 3/4/5 filed on 18 Aug 2025.

Benchmark Context

Benchmark context for this company

StepStone Group Private Wealth LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest ownership report period: 18 Aug 2025. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0001791254 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
2
First seen
09 Aug 2022
Latest filing
14 Sep 2023
Entity
Company

Latest Filings

Showing the latest 2 of 2 SEC filings for StepStone Group Private Wealth LLC.

3

3 filing

Filing date
14 Sep 2023
Reporting date
13 Jul 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
3

3 filing

Filing date
09 Aug 2022
Reporting date
07 Jul 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
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