STEPSTONE GROUP LP
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10+5 YoYRank #1294 of mapped providers
Assets under administration$50.1B0.1%Market share · rank #312
Fees received$1MMedian $57,040/planSum across Schedule C direct + indirect
Net wins YoY+55 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical STEPSTONE GROUP LP plan look like?
Service mix · median fees per plan
Count of plans where STEPSTONE GROUP LP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Investment management fees paid directly by plan; Consulting fees; Investment advisory (plan); Consulting (general); Direct payment from the planCode 16 | 7 | $64,080 | |
Investment management; Investment management fees paid indirectly by planCode 28 | 2 | $28,306 | |
Investment management fees paid directly by plan; Consulting (pension); Investment management; Direct payment from the planCode 17 | 1 | $482,997 |
Competitor overlap
Percent of STEPSTONE GROUP LP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under STEPSTONE GROUP LP.
| Sponsor | From | Assets |
|---|---|---|
CITIGROUP INC.CT · 521568099-020 | ELM MONEY MANAGEMENT LLC | $10.0B |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-001 | JEFFERIES LLC | $5.0B |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-013 | JEFFERIES LLC | $1.2B |
BD OF TEES OF SEIU LOCAL 32BJ, DIS 36 BOLR PENSION TRUST FUNDPA · 236546776-001 | CONANT CO. | $143M |
Plans lost in 2024
Appeared last year under STEPSTONE GROUP LP; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | $18.8B | 104,566 | $148,637 | 4y | - |
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $482,997 | 6y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-007 | $8.4B | 60,528 | $64,080 | 4y | - |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-001 | $5.0B | 17,060 | $100,792 | 1y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-041 | $2.1B | 20,435 | $16,381 | 3y | - |
ARAMCO SHARED BENEFITS COMPANYTX · 844364434-001 | $1.8B | 1,794 | $50,000 | 6y | - |
THE CULTURAL INSTITUTIONS RETIREMENT SYSTEMNY · 112001170-001 | $1.7B | 24,316 | $101,031 | 7y | - |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-013 | $1.2B | 7,495 | $24,045 | 1y | - |
CONSTRUCTION INDUSTRY LABORERS PENSION FUNDMO · 436060737-001 | $1.1B | 14,224 | $49,702 | 1y | - |
BD OF TEES OF SEIU LOCAL 32BJ, DIS 36 BOLR PENSION TRUST FUNDPA · 236546776-001 | $143M | 6,923 | $6,909 | 2y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (5)
Raw Schedule C names collapsed into STEPSTONE GROUP LP.
- STEPSTONE GROUP
- STEPSTONE GROUP L.P.
- STEPSTONE GROUP LLC
- STEPSTONE GROUP LP
- STEPSTONE HOSPITALITY INC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for STEPSTONE GROUP LP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with STEPSTONE GROUP LP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent