Stairway Partners, LLC
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 133157
- Registered since
- October 29, 2004
- Website
- www.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 organized as an LLC and operating since 2004. The firm serves both high-net-worth individuals and institutional clients and charges fees as a percentage of assets under management. Its advisory mandate includes discretionary portfolio management for individuals, small businesses and institutions, pension consulting work, and the selection of third‑party advisers. Stairway identifies itself as a capital allocator rather than a manager-only shop, and it does not characterize itself as an active ESG investor. The firm is owned by an individual and is not documented as a multi-state adviser.
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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