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 SEC-registered investment adviser (registered in 2004) that manages portfolios for both high-net-worth individuals/families and institutional clients. The firm operates as a limited liability company under individual ownership and bills primarily as a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of third‑party advisers. Stairway Partners identifies as a capital allocator but is not flagged as an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Kevin Terhaar
Managing PrincipalCRD 4598794
Aaron Balsam
Senior Portfolio ManagerCRD 3131638
James Jackson
Managing PrincipalCRD 2567342
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 | $327M | 1,317,850 | 15.02% |
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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