Steward Partners is an independent, full-service financial services firm and registered investment advisor, owned by its employees, that offers wealth management and advisory solutions. It began in 2013 as an employee-owned partnership serving family, institutional and multigenerational investors, and it moved its corporate headquarters to Stamford, Connecticut. Securities and private-investment solutions are provided through Steward Partners Investment Solutions. The business model is built on advisor-led wealth management and an independent partnership ownership structure, and the firm does not run branded institutional real-estate funds or non-traded REITs. What distinguishes Steward Partners is the employee-owned partnership structure, a national advisor network, and a platform pairing advisory services with access to private-investment solutions for high-net-worth and institutional client relationships.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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