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Sarah Winters Waters

STEPSTONE GROUP REAL ESTATE LP·LA JOLLA, California
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4225 EXECUTIVE SQUARE, LA JOLLA, CA 92037CRD# 7589108Firm CRD# 281698
01

About

Sarah Winters Waters is a registered financial advisor based in LA JOLLA, California, affiliated with STEPSTONE GROUP REAL ESTATE LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
STEPSTONE GROUP REAL ESTATE LP
STEPSTONE GROUP REAL ESTATE LP
AUM
$14.2B
Regulatory assets under management
Employees
84
Total firm employees
View all advisors at STEPSTONE GROUP REAL ESTATE LP →
Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7589108
Firm CRD# 281698
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sarah Winters Waters offer?
Sarah Winters Waters specializes in Retirement Planning, Wealth Management. Contact their office in LA JOLLA, California for a consultation.
What are Sarah Winters Waters's credentials?
Sarah Winters Waters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Winters Waters located?
Sarah Winters Waters is based in LA JOLLA, California, working with STEPSTONE GROUP REAL ESTATE LP. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does Sarah Winters Waters charge for services?
Sarah Winters Waters's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEPSTONE GROUP REAL ESTATE LP?
STEPSTONE GROUP REAL ESTATE LP has approximately 84 employees and manages $14.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Natalie Gumina Mcintosh — MUNDOVAL CAPITAL MANAGEMENT, INC.Joanne Senyei — ENTERPRISE PARTNERS MANAGEMENT, LLCTighe Reardon — AVALON VENTURES MANAGEMENT, LLCJohnny Dale Randel — STEPSTONE GROUP REAL ESTATE LPArthur Quicke Johnson — MUNDOVAL CAPITAL MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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