STAIRWAY PARTNERS, LLC
SEC RegisteredINDUSTRY LEADING PORTFOLIO MANAGEMENT SOLUTIONS
About the firm
Founded in 2004, Stairway Partners has been an industry leader, providing innovative and cost-effective portfolio management solutions to a wide range of clients. The firm focuses on asset allocation and risk management, working in partnership with each client to develop long-term investment solutions. Stairway Partners serves as a valued advisor and trusted fiduciary to clients throughout the United States.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management solutions including dynamic global asset allocation, risk management, disciplined asset allocation methodology, and transparent performance reporting.
Who they serve
Institutional investors, investment advisors, and private investors throughout the United States.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 7 | $3.8M |
| High Net Worth Individuals | 45 | $204M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 6 | $2.1B |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $3 million | 0.75% |
| $3 – 10 million | 0.50% |
| Over $10 million | 0.30% |
Data as of January 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STAIRWAY PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.