STAIRWAY PARTNERS, LLC

Adviser information for STAIRWAY PARTNERS, LLC last updated from Form ADV on January 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Illinois, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 102 $1.0B
Non-Discretionary 0 $0
Total 102 $1.0B

Clients

Type Number RAUM
Individuals 10 $3.7M
HNW Individuals 45 $180.6M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 6 $855.5M
Charitable organizations 3 $3.0M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUM

Identifiers

SEC RIA File Number 801-63583
SEC ERA File Number 801-63583
SEC CIK Numbers 1454138
SEC CRD Numbers 133157
Legal Entity Identifier None

Principal Office

209 SOUTH LASALLE STREET
SUITE 504
CHICAGO
IL
United States
Monday - Friday, 8:00 A.M.-5:00 P.M.
Tel: 630-371-2626, Fax: 312-763-2598

Chief Compliance Officer

KEVIN TERHAAR
CHIEF COMPLIANCE OFFICER
209 SOUTH LASALLE STREET
SUITE 504
CHICAGO
IL
United States
Tel: 630-371-3143
Fax: 312-763-2598
(Full email address available in API data)

Regulatory Contact

JAMES JACKSON
MANAGING PRINCIPAL
209 SOUTH LASALLE STREET
SUITE 504
CHICAGO
IL
United States
Tel: 630-371-3020
Fax: 312-763-2598
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
TERHAAR, KEVIN Individual MANAGER/MEMBER/CHIEF COMPLIANCE OFFICER 07/2023 5-10%
RAIDL, PAUL, RENE Individual CTO/MEMBER 09/2004 5-10%
JACKSON, JAMES, CAMERON Individual MANAGER/MEMBER 08/2009 25-50%
RALLIS, STEWART, JAMES Individual MANAGER/MEMBER 04/2013 25-50%

No. Employees, Historic

10502020202120222023202420255 on 1/31/20205 on 6/30/20205 on 6/30/20205 on 6/30/20205 on 2/11/20216 on 2/17/20226 on 2/1/20236 on 2/1/20236 on 2/14/20235 on 7/24/20234 on 1/30/2024

RAUM, Historic

2B1B0202020212022202320242025765581654 on 1/31/2020765581654 on 6/30/2020765581654 on 6/30/2020765581654 on 6/30/20201081711875 on 2/11/20211204481986 on 2/17/20221100975625 on 2/1/20231100975625 on 2/1/20231100975625 on 2/14/20231192277376 on 7/24/20231042722494 on 1/30/2024

No. Clients, Historic

7035020202021202220232024202549 on 1/31/202049 on 6/30/202049 on 6/30/202049 on 6/30/202062 on 2/11/202156 on 2/17/202253 on 2/1/202353 on 2/1/202353 on 2/14/202366 on 7/24/202364 on 1/30/2024

Holdings

From latest 13F, filed July 2nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
SPDR S&P 500 ETF TRUST SPDR S&P 500 ETF 96M 177K 0
ISHARES RUSSELL 1000 GROWTH IDX FUND RUSSELL 1000 GRW 126M 345K 0
ISHARES 1000 VALUE ETF RUSSELL 1000 VAL 183M 1M 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 49M 242K 0
ISHARES RUSSELL 3000 INDEX RUSSELL 3000 22M 71K 0
ISHARES CORE MSCI EMERGING MKT IDX CORE MSCI EMKT 141M 3M 0
VANGUARD MSCI EURPE EQUITY IDX FUND MSCI EUROPE ETF 58M 874K 0
SPDR S&P EMERGING ASIA PACIFIC ETF ASIA PACIFIC ETF 27M 244K 0
ISHARES MSCI EAFE INDEX FUND MSCI EAFE IDX 229M 3M 0
ISHARES JP Morgan USD Em Mkts Bd ETF JP MORGAN USD EMG 22M 245K 0
ISHARES IBOXX $ HIGH YIELD CORP BD ETF ISHARES HIGH YIELD ETF 19M 250K 0
VANGUARD TOTAL BOND MARKET ETF VANGUARD BOND ETF 110M 2M 0
ISHARES CORE US AGGREGATE BOND ETF ISHARES BOND ETF 160M 2M 0
ISHARES NATIONAL MUNI BOND ETF ISHARES BOND ETF 16M 149K 0
VANGUARD TAX-EXEMPT BOND ETF VANGUARD BOND ETF 16M 313K 0