Data / Investment advisers / Minnesota / Stairway Partners, LLC
Stairway Partners, LLC, Minneapolis, MN: $2.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Stairway Partners, LLC is an SEC registered investment adviser with its main office in Minneapolis, Minnesota and reports $2.4 billion in regulatory assets under management in its Form ADV filed January 22, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 133157
- SEC file number
- 801-63583
- SEC status
- Approved, effective October 29, 2004
- Main office
- 4999 France Avenue South Suite 255, Minneapolis, MN 55410
- Phone
- (630) 371-2626
- Website
- stairwaypartners.com
- Regulatory AUM
- $2,358,074,847 in the Form ADV filed January 22, 2026
- Discretionary AUM
- $2,358,074,847
- Accounts
- 100
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 6 | $2.15 billion |
| High net worth individuals | 45 | $204.2 million |
| Individuals (other than high net worth individuals) | 7 | $3.8 million |
| Charitable organizations | Fewer than 5 | $3.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $2.36 billion | January 22, 2026 |
| December 1, 2025 | $2.03 billion | April 22, 2025 |
Other advisers in Minneapolis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Proterra Investment Partners LP | Minneapolis | $3.71 billion | 27 | adviserinfo.sec.gov |
| Ehlers | Minneapolis | $3.59 billion | Not listed | adviserinfo.sec.gov |
| Sit Investment Associates, Inc | Minneapolis | $3.54 billion | 7 | adviserinfo.sec.gov |
| Arthur Ventures | Minneapolis | $2.56 billion | 17 | adviserinfo.sec.gov |
| Compass Capital Management Inc | Minneapolis | $2.56 billion | Not listed | adviserinfo.sec.gov |
| Okabena Investment Services Inc | Minneapolis | $2.12 billion | 10 | adviserinfo.sec.gov |
| Capital Management Associates Inc | Minneapolis | $1.88 billion | Not listed | adviserinfo.sec.gov |
| Yukon Partners Management, L.L.C. | Minneapolis | $1.75 billion | 17 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minneapolis, MN
- Investment advisers in Minnesota
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Stairway Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.