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) |
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Compensation | % of AUM |
Principal Office
209 SOUTH LASALLE STREETSUITE 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
K*******@*******************M
(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
J*******@*******************M
(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
RAUM, Historic
No. Clients, Historic
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 |