SP
STAIRWAY PARTNERS, LLC
SEC RegisteredMINNEAPOLIS, MNhttps://stairwaypartners.com630-371-2626
Assets Under Management
$1B–$5B
Employees
5
Office Locations
2 offices
Total Accounts
100
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| 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
Kevin Terhaar
MEMBER
Paul Rene Raidl
MEMBER
Robert Jay Dillon
MANAGER/MEMBER
James Cameron Jackson
MANAGER/MEMBER
Patricia Lynn Hyman
CHIEF COMPLIANCE OFFICER/MEMBER
Stewart James Rallis
MANAGER/MEMBER
Office locations
2 offices in 1 state
MN
MINNEAPOLISHQ
MN
MINNEAPOLIS
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#133157
SEC Number
801-63583
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Data as of January 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
stairwaypartners.comPhone
630-371-2626Find an advisor that fits
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Editorial disclosure
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.