StepStone Partners with Bergos AG to Expand Investment Access

StepStone Expands Investment Opportunities Through Bergos Partnership

StepStone Group Inc. (Nasdaq: STEP), recognized as a leader in private markets solutions, has recently made some exciting developments in the world of investment. They've joined forces with Bergos AG, a respected Swiss private banking institution managing assets worth CHF7.3 billion for clients. This collaboration brings several private market evergreen funds from StepStone directly to Bergos' clientele.

Introducing StepStone's Evergreen Funds

With a diverse range of funds now accessible at Bergos AG, investors have robust options for exploring private market ventures. The highlighted funds include:

StepStone Private Venture and Growth Fund

Known as SPRING Lux, this fund is designed to provide a comprehensive venture and growth strategy. Leveraging an innovative open architecture approach, it selects premier managers across the innovation economy. As of the latest reporting on February 28, 2025, SPRING Lux has achieved $341.7 million in assets under management (AUM) and boasts an impressive 59.92% total net return since its inception in November 2022.

StepStone Private Infrastructure Fund

STRUCTURE Lux is another enticing option available through this partnership. This fund focuses on delivering income and long-term capital appreciation by granting access to a global investment portfolio of private infrastructure assets. With a current AUM of $79.9 million as of February 28, 2025, it has delivered a total net return of 24.91% since launching in September 2023.

StepStone Private Credit Fund

SCRED Lux offers investors a permanent private debt co-investment approach. It utilizes various credit-related strategies across market cycles to generate current income and long-term growth. As of January 30, 2025, SCRED Lux has reached $43.6 million in AUM, implementing a 'multi-lender' method since its launch in June 2024.

StepStone Private Credit Europe ELTIF

This fund is specifically designed to provide investors with access to a varied, Europe-focused private credit strategy. A primary focus is on senior secured direct lending. SCRED Europe has successfully launched with over €250 million in seed capital, supported by a promising pipeline of opportunities.

Insight from StepStone Leadership

Neil Menard, Partner and President of Distribution at StepStone, expressed enthusiasm regarding the partnership, stating, “Investors have embraced our approach to accessing the private markets through StepStone’s evergreen platform, and we are excited to deliver this access to Bergos’ clients.” This collaboration is aligned with StepStone's mission to provide institutional-quality investment opportunities globally.

Accessibility and Inclusion for Investors

This partnership significantly enhances investor access to private markets, including private equity, infrastructure, and real estate. Recently, funds SPRING Lux and STRUCTURE Lux transitioned from reserved alternative investment funds to UCI Part II compliant structures. This shift grants more accessibility to professional and semi-professional investors seeking to delve into the private market.

It is essential for prospective investors to review the offering details and risk factors associated with these investments. A well-informed investment decision is critical, especially in the evolving landscape of private equity and alternative investments.

About StepStone Group Inc.

StepStone Group Inc. stands as a global leader in private markets investment, custom-tailoring investment solutions and advisory services for its diverse range of clients. As of the close of the previous year, StepStone was managing approximately $698 billion in total capital, with around $179 billion in assets under management. Its clientele includes a substantial array of public and private funds, sovereign wealth entities, and notable endowments.

About Bergos AG

Bergos AG is a premier Swiss Private Bank dedicated to private wealth management. Emerging from a new ownership structure while retaining its traditional roots, it has been serving clients for over three decades. Headquartered in Zurich, with a presence in Geneva, the institution prides itself on a ‘Human Private Banking’ philosophy that emphasizes personalized wealth management, advisory services, and alternative investments.

Frequently Asked Questions

What are StepStone's evergreen funds?

StepStone's evergreen funds are investment vehicles that provide continuous capital investment opportunities without a predetermined closing date, allowing flexibility for investors.

Who can invest in these funds?

The funds are available to professional and semi-professional investors, with specific regulations and requirements based on their domicile.

What is the significance of the partnership with Bergos?

This partnership enhances access to StepStone's investment offerings, enabling a broader range of clients at Bergos to explore private markets.

How has StepStone performed recently?

StepStone has reported substantial gains across its funds, reflecting strong investment strategies and positive market conditions.

Where is Bergos AG headquartered?

Bergos AG is headquartered in Zurich, Switzerland, with an additional office located in Geneva.

About The Author

Hello, I'm Thomas Cooper, a financial expert and writer passionate about helping people understand and navigate the financial world. Having a solid financial background and a lot of experience, my area of expertise is simplifying difficult financial ideas into useful, understandable guidance. My goal with my writings and blog entries is to provide you the information and resources you need to make wise financial choices.

I am thrilled to contribute my ideas and engage with a lively investor community at Investors Hangout, where I recently joined the team. My mission is to make finance interesting and approachable so you may take charge of your financial future. I appreciate you coming along on this path to success and financial knowledge.

Contact Thomas Cooper privately here. Or send an email with ATTN: Thomas Cooper as the subject to contact@investorshangout.com.

About Investors Hangout

Investors Hangout is a leading online stock forum for financial discussion and learning, offering a wide range of free tools and resources. It draws in traders of all levels, who exchange market knowledge, investigate trading tactics, and keep an eye on industry developments in real time. Featuring financial articles, stock message boards, quotes, charts, company profiles, and live news updates. Through cooperative learning and a wealth of informational resources, it helps users from novices creating their first portfolios to experts honing their techniques. Join Investors Hangout today: https://investorshangout.com/

The content of this article is based on factual, publicly available information and does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice, and the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. This article should not be considered advice to purchase, sell, or hold any securities or other investments. If any of the material provided here is inaccurate, please contact us for corrections.