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Stairway Partners, LLC

● SEC registered since 2004CRD 133157SEC# 801-63583Minneapolis, MN
Export (members)
Reg. AUM
$2.03B
Employees
5
Accounts
102
Location
Minneapolis, MN

Stairway Partners, LLC assets under management

Stairway Partners, LLC is an investment advisory firm registered with the SEC based in Minneapolis, MN. The firm has been registered since 2004. It reports $2 billion in regulatory assets under management and employs 5 people.
www.stairwaypartners.comView on SEC.gov ↗

Stairway Partners, LLC owners & executives

5 reported
NameTitleOwnershipSince
Aaron Christopher BalsamMemberUnder 5%2024
James Cameron Jackson ControlManager/Member25-50%2009
Kevin Terhaar ControlManager/Member/Chief Compliance Officer5-10%2023
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Frequently asked questions

How much does Stairway Partners, LLC manage?

Stairway Partners, LLC reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does Stairway Partners, LLC have?

Stairway Partners, LLC reports 5 employees.

Where is Stairway Partners, LLC located?

Stairway Partners, LLC is based in Minneapolis, MN and has been SEC-registered since 2004.

Does Stairway Partners, LLC disclose fund performance?

Stairway Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4999 France Avenue South, Suite 260, Minneapolis, MN 55410-1734
Phone630-371-2626
Fax312-763-2598
Office hours8:00 a.m.-5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1454138
Discloses disciplinary historyNo

Assets under management

Discretionary$2.03B
Non-discretionary$0
Total (RAUM)$2.03B