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STAIRWAY PARTNERS, LLC
CRD 133157File 801-63583
APPROVED
Retail clients
Filing as of Jan 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.36B
Top 25% of cohort (national)
Discretionary AUM
$2.36B
Clients
58
100 accounts
Employees
5
Top 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 29, 2004
- Principal office
- 4999 FRANCE AVENUE SOUTH, SUITE 255, MINNEAPOLIS, MN, 55410-1734
- Phone
- 630-371-2626
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.36B
- Discretionary AUM
- $2.36B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 100
- Non-discretionary accounts
- 0
- Total accounts
- 100
- AUM per client
- $40.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.2M |
| High net worth individuals | 45 | $204.2M |
| Pension and profit sharing plans | 6 | $2.15B |
| Individuals (other than high net worth individuals) | 7 | $3.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 60 | 58 | decreased by2 |
| Feb 1, 2026 | AUM | $2,025,875,385 | $2,358,074,847 | increased by$332,199,462 |
| Feb 1, 2026 | Accounts | 102 | 100 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 56 | 60 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,204,481,986 | $2,025,875,385 | increased by$821,393,399 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 96 | 102 | increased by6 |
| Mar 1, 2022 | Employees | 5 | 6 | increased by1 |
| Mar 1, 2022 | Clients | 62 | 56 | decreased by6 |
| Mar 1, 2022 | AUM | $1,081,711,875 | $1,204,481,986 | increased by$122,770,111 |
| Mar 1, 2022 | Accounts | 97 | 96 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STAIRWAY PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STAIRWAY PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.