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Stepstone Group Inc's Business Segments
Stepstone Group Inc's reported revenue by business segment and by geographic region, quarterly and annual, normalized against the consolidated income statement. Free below: the top 3 rows per table, this quarter and this fiscal year. Subscriber access adds the full segment history and operating income by segment.
Segment Data As of FY
Reportable Segments
16
Largest Segment
Management and advisory fees, net
Total Revenue
$ 379
Regions Reported
1
Revenue Share by Reportable Segment - FY
- Management and advisory fees, net61.2%
- Management and Advisory Fees, Net, Focused Commingled Funds45.1%
- Performance Fees29%
- Non-US25.9%
- Carried interest allocation, focused commingled funds24.6%
- Management and Advisory Fees, Net, Separately Managed Accounts19.9%
- Carried Interest Allocation19.1%
- Carried Interest Allocation, Unrealized11.6%
- Legacy Carried Interest Allocation9.8%
- Carried Interest Allocation, Realized7.5%
- Management and Advisory Fees, Net, Advisory and Other Services5.1%
- Income Based Incentive Fees1.8%
- Management and Advisory Fees, Net, Fund Reimbursement Revenues1%
- Legacy Gross Carried Interest Allocation, Focused Commingled Funds0.2%
- Legacy Carried Interest Allocation, Separately Managed Accounts0%
- Carried Interest Allocation, Separately Managed Accounts0%
Revenue by Reportable Segment - FY
| Segment | Revenue (Millions) | % of Total |
|---|---|---|
| Management and advisory fees, net | $ 232 | 61.2% |
| Management and Advisory Fees, Net, Focused Commingled Funds | $ 171 | 45.1% |
| Performance Fees | $ 110 | 29% |
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Revenue Share by Region - FY
- Non-US25.9%
Revenue by Geographic Region - FY
| Region | Revenue (Millions) | % of Total |
|---|---|---|
| Non-US | $ 98 | 25.9% |
Revenue by Product & Service Category - FY
- Management and advisory fees, net71%
- Management and Advisory Fees, Net, Focused Commingled Funds45.1%
- Performance Fees29%
- Carried interest allocation, focused commingled funds24.6%
- Management and Advisory Fees, Net, Separately Managed Accounts19.9%
- Carried Interest Allocation19.1%
- Carried Interest Allocation, Unrealized11.6%
- Legacy Carried Interest Allocation9.8%
- Legacy Carried Interest Allocation, Focused Commingled Funds9.8%
- Carried Interest Allocation, Realized7.5%
- Management and Advisory Fees, Net, Advisory and Other Services5.1%
- Income Based Incentive Fees1.8%
- Management and Advisory Fees, Net, Fund Reimbursement Revenues1%
- Legacy Gross Carried Interest Allocation, Focused Commingled Funds0.2%
- Legacy Carried Interest Allocation, Separately Managed Accounts0%
- Carried Interest Allocation, Separately Managed Accounts0%
Revenue by Product & Service Category - FY
| Category | Revenue (Millions) | % of Total |
|---|---|---|
| Management and advisory fees, net | $ 269 | 71% |
| Management and Advisory Fees, Net, Focused Commingled Funds | $ 171 | 45.1% |
| Performance Fees | $ 110 | 29% |
Product and service categories are a supplemental disclosure and are not required to sum to consolidated revenue or to the reportable segments above.
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Annual Results
Revenue Share by Reportable Segment - FY
- Management and advisory fees, net61.2%
- Management and Advisory Fees, Net, Focused Commingled Funds45.1%
- Performance Fees29%
- Non-US25.9%
- Carried interest allocation, focused commingled funds24.6%
- Management and Advisory Fees, Net, Separately Managed Accounts19.9%
- Carried Interest Allocation19.1%
- Carried Interest Allocation, Unrealized11.6%
- Legacy Carried Interest Allocation9.8%
- Carried Interest Allocation, Realized7.5%
- Management and Advisory Fees, Net, Advisory and Other Services5.1%
- Income Based Incentive Fees1.8%
- Management and Advisory Fees, Net, Fund Reimbursement Revenues1%
- Legacy Gross Carried Interest Allocation, Focused Commingled Funds0.2%
- Legacy Carried Interest Allocation, Separately Managed Accounts0%
- Carried Interest Allocation, Separately Managed Accounts0%
Revenue by Reportable Segment - FY
| Segment | Revenue (Millions) | % of Total |
|---|---|---|
| Management and advisory fees, net | $ 232 | 61.2% |
| Management and Advisory Fees, Net, Focused Commingled Funds | $ 171 | 45.1% |
| Performance Fees | $ 110 | 29% |
13 more segments available
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Description of Stepstone Group Inc
Stepstone Group Inc is a global private markets investment firm that was founded in 200 The company is headquartered in New York and has additional offices in Europe, Asia, and North America. Stepstone specializes in providing customized investment solutions for institutional investors such as pension funds, endowments, and foundations.
Stepstone Group Inc provides a diverse range of investment services across private equity, real assets, private debt, and infrastructure. The company's investment approach is centered on building long-term relationships with clients, understanding their investment objectives and delivering tailored solutions to meet their needs.
The company's private equity practice focuses on growth capital, buyout, and secondary investments across a broad range of industries. Their real assets practice includes real estate, farmland, timberland, and energy investments. The private debt and infrastructure practices offer innovative solutions to clients seeking to access the growing private markets.
Stepstone Group Inc has a team of around 500 professionals, comprising investment experts, analysts, and other support staff. The company's investment professionals have a deep understanding of the private markets, having worked in the industry for many years.
In addition to its investment capabilities, Stepstone has significant resources dedicated to risk management and reporting. The firm's infrastructure and platform ensure that clients have a consistent experience across all of their investments.
The company has a strong track record of delivering strong investment performance across its various strategies. Stepstone's commitment to delivering value to its clients have been recognized by several awards and nominations over the years.
Stepstone Group Inc is committed to ESG (Environmental, Social, and Governance) integration and sustainability. The firm's investment approach includes a thorough analysis of ESG factors to identify and mitigate risks and capture opportunities through active management.
Overall, Stepstone Group Inc is a leading global private markets investment firm that brings deep expertise and innovative solutions to its clients. The company's focus on building long-term relationships, customized investment solutions, and risk management makes it a trusted partner for institutions seeking to invest in the private markets.
Stepstone Group Inc provides a diverse range of investment services across private equity, real assets, private debt, and infrastructure. The company's investment approach is centered on building long-term relationships with clients, understanding their investment objectives and delivering tailored solutions to meet their needs.
The company's private equity practice focuses on growth capital, buyout, and secondary investments across a broad range of industries. Their real assets practice includes real estate, farmland, timberland, and energy investments. The private debt and infrastructure practices offer innovative solutions to clients seeking to access the growing private markets.
Stepstone Group Inc has a team of around 500 professionals, comprising investment experts, analysts, and other support staff. The company's investment professionals have a deep understanding of the private markets, having worked in the industry for many years.
In addition to its investment capabilities, Stepstone has significant resources dedicated to risk management and reporting. The firm's infrastructure and platform ensure that clients have a consistent experience across all of their investments.
The company has a strong track record of delivering strong investment performance across its various strategies. Stepstone's commitment to delivering value to its clients have been recognized by several awards and nominations over the years.
Stepstone Group Inc is committed to ESG (Environmental, Social, and Governance) integration and sustainability. The firm's investment approach includes a thorough analysis of ESG factors to identify and mitigate risks and capture opportunities through active management.
Overall, Stepstone Group Inc is a leading global private markets investment firm that brings deep expertise and innovative solutions to its clients. The company's focus on building long-term relationships, customized investment solutions, and risk management makes it a trusted partner for institutions seeking to invest in the private markets.
StepStone Group Inc. is a prominent global private markets firm specializing in a diverse array of investment solutions and services designed specifically for institutional investors. With a comprehensive approach to private equity, real estate, infrastructure, and debt, StepStone stands out for its ability to provide tailored offerings to its clients.
Segments
1. Private Equity
StepStone facilitates institutions access to various aspects of private equity investing. This includes:
- Direct Investments: StepStone enables investors to directly engage with private companies, which can yield substantial returns.
- Co-investments: The firm provides opportunities for investors to co-invest alongside established private equity funds, allowing them to enhance their investment exposure without additional fees associated with fund investments.
- Secondary Investments: StepStone assists in the acquisition of existing private equity fund interests, providing liquidity options and capitalizing on market inefficiencies.
- Fund of Funds: The company offers a diversified approach through its private equity fund of funds, allowing investors to gain exposure to a broad range of private equity strategies managed by top-tier firms.
2. Real Estate
StepStones real estate segment provides access to various investment avenues, catering to the growing interest in real assets:
- Direct Real Estate Investments: Investors can directly invest in physical properties, generating potential rental income and appreciating asset values.
- Co-investments: Similar to private equity, StepStone provides co-investment opportunities in real estate deals with established partners.
- Secondary Investments: Investors have options to acquire existing real estate fund interests.
- Real Estate Fund of Funds: This offering helps clients diversify their real estate allocations across multiple managers and strategies.
3. Infrastructure
Infrastructure investments have become increasingly important for institutional portfolios due to their potential for stable income:
- Direct Infrastructure Investments: StepStone enables clients to invest directly in infrastructure projects, including energy, transportation, and utilities.
- Co-investments: Investors can participate in select infrastructure projects alongside established funds, enhancing their investment profile.
- Secondary Investments: The provision of secondary market options helps liquidate existing infrastructure investments.
- Infrastructure Fund of Funds: This diversified solution offers exposure across different infrastructure sectors and geographies, managed by various expert firms.
4. Debt
In an evolving financial landscape, StepStone provides a robust range of debt investment solutions:
- Direct Debt Investments: Institutions can invest directly in various debt instruments, including corporate loans and private debt offerings, aiming for attractive yield opportunities.
- Co-investments: Investors can co-invest with debt fund managers, securing an advantageous positioning in select deals.
- Secondary Investments: The firm facilitates acquisitions of existing debt fund interests, offering liquidity and strategic entry points.
- Debt Fund of Funds: This creates a diversified portfolio of debt instruments, managed by top-tier debt fund managers.
Products
1. Customized Investment Solutions
StepStone develops tailored investment strategies for institutional clients, addressing specific needs and objectives across the private markets. These bespoke solutions incorporate unique risk profiles, liquidity requirements, and targeted outcomes.
2. Risk Management and Analytics
StepStone offers advanced tools and frameworks for risk management and performance analytics, empowering investors to make evidence-based decisions and optimize their investment portfolios. The analytics help in identifying, evaluating, and mitigating risks associated with different private market investments.
3. Portfolio Management
A key product offering is a comprehensive portfolio management solution that provides clients with a unified, streamlined view of all private market investments. This holistic approach facilitates better decision-making across multiple asset classes, regions, and currencies.
Services
1. Investment Due Diligence
StepStone conducts rigorous and thorough investment due diligence, ensuring that all potential investments meet the highest standards of quality. This service helps institutional investors understand the risks and merits of particular investments before committing capital.
2. Investment Monitoring
Ongoing monitoring of investments is crucial for optimal portfolio performance. StepStone provides this service to reassure investors that their commitments are performing as expected, allowing for timely adjustments if necessary.
3. Investment Valuation and Reporting
Accurate and timely investment valuation and detailed reporting services are essential for institutional investors. StepStone delivers comprehensive valuation reports, providing insight into investment performance and facilitating strategic planning.
4. Regulatory Compliance and Reporting
Ensuring compliance with regulatory requirements is critical for institutional investors. StepStone offers dedicated services to assist clients in navigating complex regulatory environments, helping them fulfill their reporting obligations and maintain compliance.
Conclusion
StepStone Group Inc. offers an extensive range of private investment services tailored for institutional investors across various asset classes. Through its diverse segments—including private equity, real estate, infrastructure, and debt—the firm addresses the evolving needs of clients by providing customized solutions, analytical support, and comprehensive monitoring and reporting services. This diversified approach positions StepStone as a key player in the global private markets landscape, helping institutional investors achieve their investment goals.
Segments
1. Private Equity
StepStone facilitates institutions access to various aspects of private equity investing. This includes:
- Direct Investments: StepStone enables investors to directly engage with private companies, which can yield substantial returns.
- Co-investments: The firm provides opportunities for investors to co-invest alongside established private equity funds, allowing them to enhance their investment exposure without additional fees associated with fund investments.
- Secondary Investments: StepStone assists in the acquisition of existing private equity fund interests, providing liquidity options and capitalizing on market inefficiencies.
- Fund of Funds: The company offers a diversified approach through its private equity fund of funds, allowing investors to gain exposure to a broad range of private equity strategies managed by top-tier firms.
2. Real Estate
StepStones real estate segment provides access to various investment avenues, catering to the growing interest in real assets:
- Direct Real Estate Investments: Investors can directly invest in physical properties, generating potential rental income and appreciating asset values.
- Co-investments: Similar to private equity, StepStone provides co-investment opportunities in real estate deals with established partners.
- Secondary Investments: Investors have options to acquire existing real estate fund interests.
- Real Estate Fund of Funds: This offering helps clients diversify their real estate allocations across multiple managers and strategies.
3. Infrastructure
Infrastructure investments have become increasingly important for institutional portfolios due to their potential for stable income:
- Direct Infrastructure Investments: StepStone enables clients to invest directly in infrastructure projects, including energy, transportation, and utilities.
- Co-investments: Investors can participate in select infrastructure projects alongside established funds, enhancing their investment profile.
- Secondary Investments: The provision of secondary market options helps liquidate existing infrastructure investments.
- Infrastructure Fund of Funds: This diversified solution offers exposure across different infrastructure sectors and geographies, managed by various expert firms.
4. Debt
In an evolving financial landscape, StepStone provides a robust range of debt investment solutions:
- Direct Debt Investments: Institutions can invest directly in various debt instruments, including corporate loans and private debt offerings, aiming for attractive yield opportunities.
- Co-investments: Investors can co-invest with debt fund managers, securing an advantageous positioning in select deals.
- Secondary Investments: The firm facilitates acquisitions of existing debt fund interests, offering liquidity and strategic entry points.
- Debt Fund of Funds: This creates a diversified portfolio of debt instruments, managed by top-tier debt fund managers.
Products
1. Customized Investment Solutions
StepStone develops tailored investment strategies for institutional clients, addressing specific needs and objectives across the private markets. These bespoke solutions incorporate unique risk profiles, liquidity requirements, and targeted outcomes.
2. Risk Management and Analytics
StepStone offers advanced tools and frameworks for risk management and performance analytics, empowering investors to make evidence-based decisions and optimize their investment portfolios. The analytics help in identifying, evaluating, and mitigating risks associated with different private market investments.
3. Portfolio Management
A key product offering is a comprehensive portfolio management solution that provides clients with a unified, streamlined view of all private market investments. This holistic approach facilitates better decision-making across multiple asset classes, regions, and currencies.
Services
1. Investment Due Diligence
StepStone conducts rigorous and thorough investment due diligence, ensuring that all potential investments meet the highest standards of quality. This service helps institutional investors understand the risks and merits of particular investments before committing capital.
2. Investment Monitoring
Ongoing monitoring of investments is crucial for optimal portfolio performance. StepStone provides this service to reassure investors that their commitments are performing as expected, allowing for timely adjustments if necessary.
3. Investment Valuation and Reporting
Accurate and timely investment valuation and detailed reporting services are essential for institutional investors. StepStone delivers comprehensive valuation reports, providing insight into investment performance and facilitating strategic planning.
4. Regulatory Compliance and Reporting
Ensuring compliance with regulatory requirements is critical for institutional investors. StepStone offers dedicated services to assist clients in navigating complex regulatory environments, helping them fulfill their reporting obligations and maintain compliance.
Conclusion
StepStone Group Inc. offers an extensive range of private investment services tailored for institutional investors across various asset classes. Through its diverse segments—including private equity, real estate, infrastructure, and debt—the firm addresses the evolving needs of clients by providing customized solutions, analytical support, and comprehensive monitoring and reporting services. This diversified approach positions StepStone as a key player in the global private markets landscape, helping institutional investors achieve their investment goals.