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Partner, Chief Executive Officer, SPW · Stepstone Private Wealth

Robert W. Long

CRD 4316918 · Named on Form ADV at one SEC-registered adviser

At a glance

Stepstone Private Wealth, an SEC-registered asset manager based in Charlotte, NC with $17.9 billion in regulatory assets, lists Robert W. Long on its Form ADV as Partner, Chief Executive Officer, SPW, a control person.

Firms and roles

  • Stepstone Private WealthPartner, Chief Executive Officer, SPWAsset manager · Charlotte, NC · $18B in regulatory assets

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.