Effective March 11, 2023, StepStone Private Markets (formerly known as Conversus StepStone Private Markets) will be transitioning its transfer agent services from Atlantic Fund Services (APEX) to UMB Fund Services.

To ensure a smooth transition, we have outlined key information below. You can also find additional details on the SPRIM Conversion Flyer or by contacting our StepStone Private Wealth Operations Team.

New Documents 

The updated documents below can also be found on the SPRIM Documents Page 

Investor Account Information

StepStone Private Markets Investors: please see section below if you have an investment in both StepStone Private Markets and StepStone Private Venture and Growth Fund. 

  • Account numbers will remain the same (account numbers can be located on previous statements and are the four to five digits listed between hyphens XX-XXXX(X)-XXX).
  • All investors will receive a welcome email from UMB after the February 2023 close, which occurs in mid-March. This email will confirm your account has been received and is now held at UMB Fund Services. It will also include details on how to register your account online using the Voila! portal.

StepStone Private Markets and StepStone Private Venture and Growth Fund Investors: 

  • Investors that have investments in both StepStone Private Markets and StepStone Private Venture and Growth Fund, and the registration on both accounts is the same, will have the same account number for both holdings (which will be your existing StepStone Private Venture and Growth account number).
  • Investors that have investments in both StepStone Private Markets and StepStone Private Venture and Growth Fund, and registration on both accounts is different, will keep both established account numbers.
  • Account numbers can be retrieved on either the StepStone Private Markets or StepStone Private Venture and Growth Fund statements.
    • StepStone Private Markets account numbers can be located on previous statements and are the four to five digits listed between hyphens XX-XXXX(X)-XXX
  • All investors will receive a welcome email from UMB after the February 2023 close, which occurs in mid-March and will include information on updates to your Voila! portal.

Voila! Online Portal Access for Financial Professionals

Financial professionals can access the online portal, Voila! by using one of the following options. For compliance purposes, please be prepared to provide a sample account number (you will also need to verify the account by clients name and social security number/TIN), firm name, advisor and/or user name (if they are different), user email address and user phone number.

  • Phone – call StepStone Private Market’s toll free number at 877.772.7724
  • Email – send a request to StepStone@umb.com
  • Contact your Regional Director – notify your StepStone Private Wealth Regional Director to request access on your behalf

Contact Us!

If you have any questions or need more information, don’t hesitate to contact us. Our team is always ready to assist:

StepStone Private Wealth Operations Team  |  SPWoperations@stepstonegroup.com

UMB Fund Services  |  877.772.7724

  • UMB Client Services  |  stepstone@umb.com
  • Processing  |  aiprocessing@umb.com