Mandate & appetite
- Preferred strategies
- Core, Opportunistic, Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Stephens Investment Management Group, headquartered in Houston and founded in 2005, is a family-owned registered investment advisor specializing in small- and mid-cap growth investing. The firm focuses on high-conviction portfolios capturing transformative growth opportunities across market cycles.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
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The Stephens Group, LLC is a family-owned private investment firm located in Little Rock, Arkansas, with a rich history spanning nearly 90 years. Founded in 1933 by Witt Stephens, Sr., the firm has a strong focus on partnering with entrepreneurs and management teams to create long-term, sustainable value. It manages approximately $2 billion in active private investments and has completed over 200 investments throughout its history. The firm targets four primary sectors: Commercial & Industrial Products and Services, Food & Consumer Products, Software & Tech-Enabled Services, and also engages in opportunistic investments. The Stephens Group operates with a commitment to fairness, transparency, and respect, emphasizing ethical investing and authentic partnerships. With a team of experienced investment and operating professionals, the firm provides stewardship and expertise, aligning closely with management to support long-term strategies without the pressures typical of traditional private equity funds.
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