Swiss Capital Alternative Investment AG

Address
Klausstrasse 4
CH-8008 Zürich
Contact Person
Matthias Erb
Phone
+41 44 226 52 52 und +44 207 647 7550 (London Line)
Fax
+41 44 226 52 53
Headoffice
StepStone does not have a traditional corporate headquarters. The Firm operates as a global business with broad geographic distribution of firm-wide responsibilities,
Branches
-
Year of establishment
Merger 2016 of Swiss Capital Alternative Investments AG (SCAI) founded in 1998 and StepStone Group LP founded in 2007
Active in Germany since
1998
Managing director/board member
StepStone Executive Committee: Monte Brem (Partner, Co-CEO), Scott Hart (Partner, Co-CEO, Head of Private Equity), Jose Fernandez (Partner, Co-COO), Johnny Randel (Partner, CFO), Jason Ment (Partner, President, Co-COO), Marcel Schindler (Partner, Head of Private Debt), Lindsay Creedon (Partner, Head of Diversity Committee), Jeff Giller (Partner, Head of Real Estate), Jams O’Leary (Partner, Head of Infrastructure and Real Assets), Mark Maruszewski (Partner, Co-Head of PE Secondaries)
Profile

StepStone Group is a global asset manager in the private markets sector and is responsible for allocations of more than US$280 billion, of which approximately US$60 billion are discretionary assets. The company offers comprehensive coverage of the entire private market spectrum: Private Equity, Private Debt, Real Estate, Infrastructure & Real Assets and leverages its strong local presence in all global markets with over 450 investment specialists at 19 StepStone locations in 13 countries.

StepStone constructs and manages separate accounts and specialized commingled vehicles that are customized to meet specific investment objectives, as well as unique regulatory requirements, tax considerations, and regional focus. The scope of separate account services and degree of client involvement varies by relationship and policy guidelines, but StepStone typically directs or has substantial participation in the negotiation of account terms, investment policy, portfolio construction, optimization of the portfolio structure as well as ongoing risk analysis and reporting. The firm also manages primary, secondary and direct/co-investments in all private market areas. Our specialized commingled solutions invest in a variety of private market strategies and enable investors to participate efficiently in these specialized strategies that they may otherwise be unable to access due to high minimum requirements.

StepStone’s private debt strategy is differentiated primarily by its multi-manager approach and the StepStone private debt platform, which is based on managed accounts with approximately 30 GPs. This clearly distinguishes StepStone from a classic fund of funds or single funds organisation. The main advantages of the managed account platform are: efficient portfolio construction and re-investment, quality assurance and control, high diversification and attractive economies of scale. In addition, the platform offers flexibility with regard to GPs and investment universe depending on the market situation (dynamic redistribution of commitments possible), scalability and optimization from a tax, regulatory and accounting perspective.

 

Assets
StepStone US$280 billion., of which approximately US$60 billion are discretionary assets (per 31.12.2019)
Assets in the field of AI
StepStone US$280 billion., of which approximately US$60 billion are discretionary assets (per 31.12.2019)
Number of employees
StepStone Group employs 450 investment professionals (as of 31.12.2019) (including in the AI area: -)
Regional focus
StepStone operates globally, however is locally anchored via its 19 offices in 13 countries. Germany has always been one of the key regions for StepStone.
Target group
Institutional investors such as insurance companies, pension funds, treasury of large international companies, sovereign wealth funds, family offices and foundations.
(Supervisory) registration at / since
StepStone Group LP was founded by the Securities Exchange Act and is registered as an investment advisor. Swiss Capital Alternative Investment AG is a limited liability company incorporated in Switzerland in 1998. It was granted the Securities Dealer License by the Swiss Financial Market Supervisory Authority FINMA (former Swiss Federal Banking Commission) in December 1999. Swiss Capital Invest Holding (Dublin) Ltd is the management company and is regulated by the Central Bank of Ireland as AIFM.
BAI-Member since
01.08.2003
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