STEPSTONE GROUP REAL ESTATE LP
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2680 of mapped providers
Assets under administration$16.7B0.0%Market share · rank #822
Fees received$1MMedian $18,750/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 REAL ESTATE LP plan look like?
Service mix · median fees per plan
Count of plans where STEPSTONE GROUP REAL ESTATE LP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Consulting (general); Direct payment from the planCode 16 | 2 | $16,875 | |
Investment management; Direct payment from the planCode 28 | 2 | $238,361 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $924,041 |
Competitor overlap
Percent of STEPSTONE GROUP REAL ESTATE 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 REAL ESTATE LP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under STEPSTONE GROUP REAL ESTATE LP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUNDIL · 362514514-002 | JP MORGAN INVESTMENT MANAGEMENT INC | $4.3B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $470,000 | 8y | - |
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSIONNY · 136123601-001 | $5.0B | 41,042 | $6,721 | 5y | - |
BOARD OF TRUSTEES, SOUND RETIREMENT TRUSTWA · 916069306-001 | $2.6B | 116,515 | $924,041 | 7y | - |
RADY CHILDREN'S HEALTHCA · 953545901-001 | $475M | 3,836 | $15,000 | 1y | - |
RADY CHILDRENS HOSPITAL AND HEALTH CENTERCA · 951691313-001 | $451M | 3,882 | $18,750 | 3y | - |
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 (6)
Raw Schedule C names collapsed into STEPSTONE GROUP REAL ESTATE LP.
- STEPSTONE
- STEPSTONE GROUP REAL ESTATE HOLDING
- STEPSTONE GROUP REAL ESTATE LP
- STEPSTONE GROUP REAL ESTATE, LP
- STEPSTONE REAL ESTATE
- STEPSTONE REAL ESTATE LP
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 REAL ESTATE 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 REAL ESTATE 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