Investment adviser · CRD 133157
STAIRWAY PARTNERS, LLC
Investment adviser filing (IA)
MINNEAPOLIS, MN, United States · Form ADV filed Jan 22, 2026
- Regulatory AUM
- $2.36B Form ADV · Item 5.F
- Client accounts
- 100 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 6 | $2,146,837,414 | 91.0% |
| High-net-worth individuals | 45 | $204,168,707 | 8.7% |
| Individuals | 7 | $3,833,782 | 0.2% |
| Charities | Fewer than 5 | $3,234,944 | 0.1% |
Filing source
Form ADV 2043635 · Jan 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 22, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
4999 FRANCE AVENUE SOUTH, SUITE 255MINNEAPOLIS, MN, 55410-1734, United States
CRD 133157
Filing source
Form ADV 2043635 · Jan 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.