Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Stepstone Group Real Estate LP
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
STEPSTONE GROUP LPDirect owner · Schedule AInterest in STEPSTONE GROUP REAL ESTATE LP
50% to < 75%
GILLER FAMILY HOLDING LPDirect owner · Schedule AInterest in STEPSTONE GROUP REAL ESTATE LP
10% to < 25%
THE BRENDAN AND AURELIE MACDONALD FAMILY LIMITED PARTNERSHIPDirect owner · Schedule AInterest in STEPSTONE GROUP REAL ESTATE LP
5% to < 10%
LOW COUNTRY INVESTMENTS LPDirect owner · Schedule AInterest in STEPSTONE GROUP REAL ESTATE LP
5% to < 10%
JASON PAUL MENTDirect owner · Schedule AInterest in STEPSTONE GROUP REAL ESTATE LP
< 5%
STEPSTONE GROUP REAL ESTATE HOLDINGS LLCDirect owner · Schedule AInterest in STEPSTONE GROUP REAL ESTATE LP
< 5%
SCOTT WILLIAM HARTDirect owner · Schedule AInterest in STEPSTONE GROUP REAL ESTATE LP
< 5%
JENNIFER YAYOI ISHIGURODirect owner · Schedule AInterest in STEPSTONE GROUP REAL ESTATE LP
< 5%
JOSE AGUSTIN FERNANDEZDirect owner · Schedule AInterest in STEPSTONE GROUP REAL ESTATE LP
< 5%
DAVID YONGIL PARKDirect owner · Schedule AInterest in STEPSTONE GROUP REAL ESTATE LP
< 5%
STEPSTONE GROUP INC.Indirect owner · Schedule BInterest in STEPSTONE GROUP HOLDINGS LLC
75%+
JOSH GARRETT CLEVELANDIndirect owner · Schedule BInterest in LOW COUNTRY INVESTMENTS LP
75%+
JEFF AND YVETTE GILLER LIVING TRUST DATED SEPTEMBER 22, 2021Indirect owner · Schedule BInterest in GILLER FAMILY HOLDING LP
75%+
MACDONALD FAMILY LIVING TRUSTIndirect owner · Schedule BInterest in THE BRENDAN AND AURELIE MACDONALD FAMILY LIMITED PARTNERSHIP
75%+
STEPSTONE GROUP LPIndirect owner · Schedule BInterest in STEPSTONE GROUP REAL ESTATE HOLDINGS LLC
50% to < 75%
STEPSTONE GROUP INC.Indirect owner · Schedule BInterest in STEPSTONE GROUP LP
50% to < 75%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Stepstone Group Real Estate LP.
Reported ownership and control details
Form ADV · Filing date 2026-07-30 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | JASON PAUL MENTPRESIDENT AND CO-CHIEF OPERATING OFFICER, PARTNERIndividual | STEPSTONE GROUP REAL ESTATE LP | Less than 5%Code NA | Yes | PRESIDENT AND CO-CHIEF OPERATING OFFICER, PARTNER05/2014 | Schedule APDF page 338 |
| 2 | STEPSTONE GROUP LPLIMITED PARTNERDomestic entity | STEPSTONE GROUP REAL ESTATE LP | 50% to less than 75%Code D | Yes | LIMITED PARTNER05/2014 | Schedule APDF page 338 |
| 3 | STEPSTONE GROUP REAL ESTATE HOLDINGS LLCGENERAL PARTNERDomestic entity | STEPSTONE GROUP REAL ESTATE LP | Less than 5%Code NA | Yes | GENERAL PARTNER05/2014 | Schedule APDF page 338 |
| 4 | SCOTT WILLIAM HARTPARTNER, CHIEF EXECUTIVE OFFICERIndividual | STEPSTONE GROUP REAL ESTATE LP | Less than 5%Code NA | Yes | PARTNER, CHIEF EXECUTIVE OFFICER08/2019 | Schedule APDF page 338 |
| 5 | JENNIFER YAYOI ISHIGUROCHIEF LEGAL OFFICER, PARTNERIndividual | STEPSTONE GROUP REAL ESTATE LP | Less than 5%Code NA | Yes | CHIEF LEGAL OFFICER, PARTNER09/2019 | Schedule APDF page 338 |
| 6 | JOSE AGUSTIN FERNANDEZCO-CHIEF OPERATING OFFICER, PARTNERIndividual | STEPSTONE GROUP REAL ESTATE LP | Less than 5%Code NA | Yes | CO-CHIEF OPERATING OFFICER, PARTNER03/2007 | Schedule APDF page 338 |
| 7 | GILLER FAMILY HOLDING LPLIMITED PARTNERDomestic entity | STEPSTONE GROUP REAL ESTATE LP | 10% to less than 25%Code B | No | LIMITED PARTNER12/2021 | Schedule APDF page 338 |
| 8 | THE BRENDAN AND AURELIE MACDONALD FAMILY LIMITED PARTNERSHIPLIMITED PARTNERDomestic entity | STEPSTONE GROUP REAL ESTATE LP | 5% to less than 10%Code A | No | LIMITED PARTNER12/2021 | Schedule APDF page 338 |
| 9 | LOW COUNTRY INVESTMENTS LPLIMITED PARTNERDomestic entity | STEPSTONE GROUP REAL ESTATE LP | 5% to less than 10%Code A | No | LIMITED PARTNER12/2021 | Schedule APDF page 338 |
| 10 | BENDUKAI EDWARD BOUEYCHIEF COMPLIANCE OFFICERIndividual | STEPSTONE GROUP REAL ESTATE LP | Less than 5%Code NA | Yes | CHIEF COMPLIANCE OFFICER06/2023 | Schedule APDF page 338 |
| 11 | DAVID YONGIL PARKPARTNER, CHIEF FINANCIAL OFFICERIndividual | STEPSTONE GROUP REAL ESTATE LP | Less than 5%Code NA | Yes | PARTNER, CHIEF FINANCIAL OFFICER01/2024 | Schedule APDF page 338 |
| 12 | STEPSTONE GROUP HOLDINGS LLCGENERAL PARTNERDomestic entity | STEPSTONE GROUP LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER05/2014 | Schedule BPDF page 339 |
| 13 | STEPSTONE GROUP INC.SOLE MANAGING MEMBERDomestic entity | STEPSTONE GROUP HOLDINGS LLC | 75% or moreCode E | Yes | SOLE MANAGING MEMBER09/2020 | Schedule BPDF page 339 |
| 14 | STEPSTONE GROUP LPMEMBERDomestic entity | STEPSTONE GROUP REAL ESTATE HOLDINGS LLC | 50% to less than 75%Code D | Yes | MEMBER05/2014 | Schedule BPDF page 339 |
| 15 | STEPSTONE GROUP INC.PARTNERDomestic entity | STEPSTONE GROUP LP | 50% to less than 75%Code D | Yes | PARTNER09/2020 | Schedule BPDF page 339 |
| 16 | JEFFREY MANUEL GILLERTRUSTEEIndividual | JEFF AND YVETTE GILLER LIVING TRUST DATED SEPTEMBER 22, 2021 | Percentage not specifiedCode F | Yes | TRUSTEE09/2021 | Schedule BPDF page 339 |
| 17 | BRENDAN COADY MACDONALDTRUSTEEIndividual | MACDONALD FAMILY LIVING TRUST | Percentage not specifiedCode F | Yes | TRUSTEE12/2020 | Schedule BPDF page 339 |
| 18 | JOSH GARRETT CLEVELANDLIMITED PARTNERIndividual | LOW COUNTRY INVESTMENTS LP | 75% or moreCode E | Yes | LIMITED PARTNER12/2021 | Schedule BPDF page 339 |
| 19 | JEFF AND YVETTE GILLER LIVING TRUST DATED SEPTEMBER 22, 2021LIMITED PARTNERDomestic entity | GILLER FAMILY HOLDING LP | 75% or moreCode E | Yes | LIMITED PARTNER11/2021 | Schedule BPDF page 339 |
| 20 | YVETTE BIRCH GILLERTRUSTEEIndividual | JEFF AND YVETTE GILLER LIVING TRUST DATED SEPTEMBER 22, 2021 | Percentage not specifiedCode F | Yes | TRUSTEE09/2021 | Schedule BPDF page 339 |
| 21 | MACDONALD FAMILY LIVING TRUSTLIMITED PARTNERDomestic entity | THE BRENDAN AND AURELIE MACDONALD FAMILY LIMITED PARTNERSHIP | 75% or moreCode E | Yes | LIMITED PARTNER12/2021 | Schedule BPDF page 339 |
| 22 | AURELIE MARIE MACDONALDTRUSTEEIndividual | MACDONALD FAMILY LIVING TRUST | Percentage not specifiedCode F | Yes | TRUSTEE12/2020 | Schedule BPDF page 339 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 7/30/2026 3:52:51 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.