StepStone

StepStone Group Inc. (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to its clients. As of December 31, 2025, StepStone was responsible for approximately $811 billion of total capital, including $220 billion of assets under management. StepStone’s clients include some of the world’s largest public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, as well as prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals. StepStone partners with its clients to develop and build private markets portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt and real estate asset classes.

EY

In a world of unprecedented change, EY believes a better working world means helping clients solve big, complex industry issues and capitalize on opportunities to grow, optimize, and protect their businesses. From start-ups to Fortune 500 companies, EY teams work with clients – from strategy through execution – to help them design better outcomes and realize long-lasting results. A global mind-set, diversity, and collaborative culture inspire EY consultants to ask better questions. They work with their clients, as well as an ecosystem of internal and external seasoned professionals, to help create innovative answers. Together, EY teams help businesses work better.

MSCI

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyse key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

Providence Equity

Providence Equity Partners is a specialist private equity investment firm focused on growth-oriented media, communications, and education companies across North America and Europe. Providence combines its partnership approach to investing with deep industry expertise to seek to help management teams build exceptional businesses and generate superior returns. Since its founding in 1989, Providence has invested over $40 billion across more than 185 private equity portfolio companies as of December 2025. With its headquarters in Providence, RI, the firm also has offices in New York, London, Boston and Atlanta.

Vista Equity

Vista Equity Partners exclusively invests in enterprise software, data and technology-enabled organizations across private equity, permanent capital, credit and public equity strategies, bringing an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. Vista believes the transformative power of technology is the key to an even better future – a healthier planet, a smarter economy, a diverse and inclusive community and a broader path to prosperity.

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Arctos

Arctos is a private investment firm designed to catalyze growth and unlock value in complex, illiquid, and underserved markets. Founded in 2019, the firm’s investment businesses span private equity and real assets (Arctos Keystone) and premier sports franchises (Arctos Sports), delivering bespoke capital solutions, differentiated insights, and purpose-built operating capabilities to industry leaders in both markets. The firm’s innovative approach is anchored by its unique quantitative research and data science platform, Arctos Insights. Arctos has a team of more than 75 investment and operational professionals with expertise across industries, geographies, and economic cycles. The firm is headquartered in Dallas, with office locations in New York, Boston, and London.

Ares Management

Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, private equity, real estate and infrastructure asset classes. We seek to provide flexible capital to support businesses and create value for our stakeholders and within our communities. By collaborating across our investment groups, we aim to generate consistent and attractive investment returns throughout market cycles. As of December 31, 2023, Ares Management Corporation’s global platform had approximately $419 billion of assets under management with approximately 2,850 employees operating across North America, Europe, Asia Pacific and the Middle East.

BroadVail

BroadVail Capital Partners (“BroadVail”) is a private equity firm providing entity-level growth capital to real estate operators that are assembling portfolios across the United States in strategically targeted sectors. Since 2014, BroadVail has partnered with seven institutional real estate platforms across the U.S. in the Affordable Housing, Self-Storage, Industrial, Multifamily, Medical Office, Student Housing and Build-to-Rent SFR sectors. These platforms have acquired or developed 187 assets in transactions involving over $5.2 Billion in total capitalization.  Headquartered in Houston, BroadVail is an active partner providing capital solutions, strategic guidance, risk management, data analytics and portfolio management expertise to its portfolio companies. 

Equity Shift

Equity Shift is a trusted provider revolutionizing the private markets by transforming how companies manage ownership, governance, and transactions. Our patented BITE^® platform eliminates the complexity of private market operations by automating the entire process—from identity verification and KYC/AML compliance to transaction execution, payment processing and settlements, and ownership updates. By digitizing traditionally manual workflows, we empower companies, investors, brokers and RIAs, attorneys, and employee-owners to realize the full potential of their private market assets with unprecedented speed, security, and transparency. With our advanced technology, we enable companies to operate with confidence and efficiency while maintaining control and oversight throughout the process lifecycle. Equity Shift is a registered broker-dealer regulated by FINRA and operates an ATS regulated by the SEC. Unlike other private marketplace services, our platform is managed by issuers and has no listing requirements. 

Fidelity

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.  Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.1 trillion, including discretionary assets of $5.9 trillion as of December 31, 2024, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.

Flexstone Partners

Established in 2005, by way of predecessor firms, Flexstone Partners SAS (“Flexstone”) is a majority owned affiliate of Natixis Investment Managers (US$1.5 trillion in assets under management and one of the world’s largest asset managers), and provides global institutional investors with investment management and advisory services across global private markets. Flexstone manages $11.8 billion in assets and offers clients bespoke, global private markets solutions through Customized Investment Solutions, and Secondary and Co-Investment funds focused on lower, middle market buyouts, growth equity, and emerging managers in the US, Europe and Asia.

Goldman Sachs

The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

Hamilton Lane

Hamilton Lane (Nasdaq: HLNE) is one of the largest private markets investment firms globally, providing innovative solutions to institutional and private wealth investors around the world. Dedicated exclusively to private markets investing for more than 30 years, the firm currently employs approximately 780 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East. Hamilton Lane has $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025. Hamilton Lane specializes in building flexible investment programs that provide clients access to the full spectrum of private markets strategies, sectors and geographies.

HarbourVest

HarbourVest is an independent, global private markets firm with over 42 years of experience and more than $138 billion of assets under management as of September 30, 2024. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,200 employees, including more than 245 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $61 billion to newly-formed funds, completed over $59 billion in secondary purchases, and invested over $43 billion in direct operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities.

H.I.G. Capital

H.I.G. is a leading global alternative investment firm with $74 billion of capital under management. Based in Miami, and with offices in Atlanta, Boston, Chicago, Los Angeles, New York, San Francisco, and Stamford in the United States, as well as international affiliate offices in Hamburg, London, Luxembourg, Madrid, Milan, Paris, Bogotá, Rio de Janeiro, São Paulo, Dubai, and Hong Kong, H.I.G. specializes in providing both debt and equity capital to middle market companies, utilizing a flexible and operationally focused/value-added approach. Since its founding in 1993, H.I.G. has invested in and managed more than 400 companies worldwide. The Firm’s current portfolio includes more than 100 companies with combined sales in excess of $53 billion.

JP Morgan Asset Management

J.P. Morgan Asset Management (“JPMAM”) is a leading asset manager for individuals, advisors and institutions with $4.1 trillion (as of September 30, 2025) under management. Our investment professionals (portfolio managers, quantitative analysts, risk management, senior management and economists) around the world and across the asset class spectrum share one common goal: to help build stronger portfolios that solve the needs of our clients. JPMAM has been managing defined benefit plans since 1944 and our Global Institutional business brings comprehensive global investment services – including asset management, pension analytics, asset-liability management and active risk budgeting strategies – to corporate and public institutions, endowments, foundations, not-for-profit organizations and governments worldwide. Whatever your investment objective, our goal is to help you achieve it. Let’s solve it.

MUFG

MUFG (Mitsubishi UFJ Financial Group) is one of the world’s leading financial groups. Headquartered in Tokyo and with over 360 years of history, MUFG has a global network with over 2,100 locations in more than 40 markets including the Americas, Europe, the Middle East and Africa, Asia and Oceania. The Group has over 120,000 employees and offers services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing. Through close partnerships among our group companies, the Group aims to be the world’s most trusted financial group, flexibly responding to all of the financial needs of its customers, serving society, and fostering shared and sustainable growth for a better world. MUFG’s shares trade on the Tokyo, Nagoya, and New York stock exchanges.

AIF Global

AIF is an independent economic think tank focusing on institutional investment policy. Its mission is to foster the exchange of best ideas, practices and information among institutional asset owners globally to help them achieve their investment objectives. The AIF Global Foundation is a not-for-profit foundation through which AIF Global provides funding to support important investments research by leading finance academics.

Altas Partners

Founded in 2012, Altas Partners is a North American buyout firm focused on acquiring high-quality, hard-to-replicate businesses across financial services, business and industrial services, and healthcare services. The firm pursues a disciplined, high-conviction strategy, historically completing one to two compelling investments per year following deep sub-sector research. Focusing on the highest impact initiatives, Altas builds collaborative partnerships with management teams to unlock untapped potential and drive transformational change. Operating from offices in Toronto and New York with over 70 professionals, Altas manages more than $10 billion on behalf of leading institutional investors globally.

Ospraie

Ospraie Management is a specialist asset manager with deep domain expertise across metals & mining, agriculture, and energy built over decades of investing in real assets. Ospraie provides customized investment and asset management platforms designed to meet LP objectives through rigorous fundamental research and access to proprietary information and deal flow through long-standing relationships across industries and geographies.

Purrington Moody Weil

Purrington Moody Weil is a corporate law firm with offices in New York and North Carolina. We offer our clients a sophisticated transactional practice with a special focus on the private equity and investment fund industry. Our attorneys have developed a high level of expertise across a wide variety of domestic and international transactions and have accumulated extensive experience with investment managers, entrepreneurial companies and large, transaction-intensive law firms. This experience affords us a comprehensive understanding of our clients’ needs and enables us to provide our clients with superior legal representation.

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