Investment Strategies

Broad Private Markets Exposure
Institutional Investment Management
Open Architecture
Investor Friendly Terms + Administrative Ease
Broad Private Markets Exposure

Broad Private Markets Exposure

Tailored portfolios designed to generate attractive returns and mitigate the “J-curve” through investments in the private markets

Institutional Investment Management

Institutional Investment Management

Powered by StepStone’s experience, analytical tools and manager access across private markets to invest in the most attractive opportunities

Open Architecture

Open Architecture

Comprehensive private markets exposure through primary fund investments, secondary purchases and co-investment opportunities

Investor Friendly Terms + Administrative Ease

Investor Friendly Terms + Administrative Ease

Opportunities for quarterly liquidity, 1099 tax reporting and immediate exposure to private market portfolios with low investment minimums

StepStone Private Wealth Unlocks Attractive Features for Investors

Quarterly Investor Liquidity
Quarterly Investor Liquidity
Investor-Friendly Fee Structures
Investor-Friendly Fee Structures
Monthly NAV
Monthly NAV
No Capital Calls
No Capital Calls
Efficient Tax Reporting
Efficient Tax Reporting
[note that 1099 is not applicable outside the US]
Competitive Investment Minimums
Competitive Investment Minimums
$50K minimum investment
High-Net-Worth Investors
High-Net-Worth Investors
Recurring Distributions for US Funds
Recurring Distributions for US Funds
Open Architecture
Open Architecture

 

The amount of distributions that the Fund may pay, if any, is uncertain. The Fund may pay distributions in significant part from sources that may not be available in the future and that are unrelated to the Fund’s performance, such as borrowings or return of capital. Beginning in the fifth full calendar quarter following the date the Fund commences operations, and at the discretion of our Board of Trustees, the Fund intends to commence a quarterly share repurchase program where the total amount of aggregate repurchases of Shares will be up to 5% of the Fund’s outstanding Shares per quarter.

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