STAIRWAY PARTNERS, LLC

RIASEC RegisteredEst. 2004

Total AUM

$2.4B

Discretionary

$2.4B

100% of AUM

Avg account

$23.6M

Accounts

100

Employees

Advisory reps

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

FINTRX

Overview

Stairway Partners, LLC is an owner-operated registered investment adviser founded in 2004 that manages portfolios for high-net-worth individuals, families and institutional clients. The firm operates on a percentage-of-AUM fee model and provides discretionary portfolio management for individuals, small businesses and institutions, plus pension consulting and third‑party manager selection. Stairway acts as a capital allocator, blending broad public-market exposures with allocations to external alternative fund managers. Public-fund and ETF exposure appears to form the backbone of Stairway’s liquid portfolios, while alternatives are used to add diversification, private-market return potential and income. The firm is not an active ESG investor and is structured as a single-state adviser.