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STEP

StepStone Group Inc.

StepStone Group Inc. is classed by the SEC under Investment Advice (industry code 6282), based in New York, NY. In its latest annual figures on file, for the fiscal year ended 2026-03-31, it reported revenue of $2.0 billion and a loss of $743 million (its filed statements).

Asset management business Investment Advice New York, NY filings since 2019 9 of 9 filed
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Sector peers: EVRAMGLAZHLI

4.1/10headline grade
vs its business-model standard
5.0/10past 3.7/10present 3.6/10future

Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a asset management business: prior from its industry code (SEC 6282, Investment Advice); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.

The grade, in three tenses

Headline 4.1 out of ten, 9 of 9 metrics filed: past 5.0 out of ten, present 3.7 out of ten, future 3.6 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

  • Surviving crises (past): 7.2 out of ten. No warning events in its filings since 2019. 72nd percentile among 48 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Track record (past): 4.4 out of ten. +34% a year over 8 filed years; profitable in 3 of 8. 44th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Shareholder treatment (past): 4.4 out of ten. Share count grew 8.5% a year. 92% of cash flow returned. Insiders: 22 sales, 5 purchases. 44th percentile among 36 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Financial health (present): 1.3 out of ten. Leverage 106%: owes 106¢ per asset dollar. 13th percentile among 44 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Industry position (present): 3.2 out of ten. bottom 32% of 42 in its family; net margin -26.9%. 32nd percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Leadership (present): 6.0 out of ten. top 40% of 34 in its family for leadership; chief executive since 2020. 60th percentile among 34 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
  • Room to expand (future): 5.1 out of ten. top 49% of 41 in its family for room to expand. 51st percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Growth drivers (future): 5.6 out of ten. top 44% of 41 in its family for growth drivers. 56th percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Expectations vs reality (future): 0.1 out of ten. bottom 1% of 40 in its family for expectations against reality. 1st percentile among 40 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2026-05-27 for the period ended 2026-03-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-07 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-06 (on EDGAR). Newest filing: Form 4, 2026-10-01. Filings on record since 2019. Read from EDGAR 2026-10-12.

Where the revenue comes from

Product and service lines in fiscal 2026: Management and Advisory Fees Net 47%, Carried Interest Allocation Unrealized 27%, Incentive Fees 11%, Carried Interest Allocation Realized 9%, Legacy Carried Interest Allocation 7%. By geography: United States 54%, Non-U.S. countries 46%. As tagged in its annual report (Form 10-K, filed 2026-05-27).

Who runs it

Hart, Scott W (Chief Executive Officer); Ment, Jason P (President & Co-COO); Park, David Y (Chief Financial Officer); Fernandez, Jose A (Co-Chief Operating Officer); Keathley, Anthony (Chief Accounting Officer); Mccabe, Michael I (Head of Strategy); Brown, Valerie Gay (director); Hoffmeister, David F (director); Mitchell, Steven R (director); Raymond, Anne L (director); and 1 more. 11 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-01.

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