Stairway Partners, LLC
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 133157
- Registered since
- October 29, 2004
- Website
- stairwaypartners.com
- Custodians
- MIDWEST INSTITUTIONAL TRUST, PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans91.04%
- HNWI8.66%
- Individuals0.16%
- Charitable Organizations0.14%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Stairway Partners, LLC is an individually owned SEC-registered investment adviser formed as an LLC and operating since 2004. The firm serves both high-net-worth individuals and family clients as well as institutional entities, charging fees based on a percentage of assets under management. Its advisory capabilities include discretionary portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting services, and selection of sub-advisers. Stairway Partners identifies as a capital allocator rather than a product manufacturer and does not self-describe as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Private Funds14%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Contacts
3 of 5
Stewart Rallis
Managing PrincipalCRD 1212536
Aaron Balsam
Senior Portfolio ManagerCRD 3131638
Kevin Terhaar
Managing PrincipalCRD 4598794
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$2.2B in ETFs
100%
$2.2B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | BlackRock | Passive | Large Value | $323M | 1,331,855 | 14.80% |
Location
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 4999 France Ave S
- Time zone
- CT (UTC-6)
- Office locations
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