SourcingSourcing

STAIRWAY PARTNERS, LLC

C34
CRD 133157·SEC 801-63583·MINNEAPOLIS, MN
AUM
$2.36B
$1B+
Est. Revenue
$23.6M
@ 1% on AUM
Est. EBITDA
$7.1M
@ 30% margin
Est. Deal Value
$56.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STAIRWAY PARTNERS, LLC
CRD
133157
SEC file #
801-63583
EIN
201164360
DBA names
—

Economics

AUM
$2.36B
AUM band
$1B+
AUM trajectory
'20'26
$657.0M → $2.36B▲ +259%
Client mix
Individuals High Net Worth45
Individuals Other7
Pension Profit Sharing Plans6

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
MINNEAPOLIS MN
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
01/22/2026
ADV-W filed at
—
Website
stairwaypartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JACKSON, JAMES, CAMERON
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
JACKSON, JAMES, CAMERON
RALLIS, STEWART, JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
STAIRWAYPARTNERS.COM
Rdap Domain Creation Date
2004-05-24T12:56:08Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Compensation
2,392,589
Form 5500 Compensation Trajectory 3y
20251,488,555
2026904,034
Form 5500 Plan Count Trajectory 3y
20263
20252
Schedule C Total Compensation
2,392,589
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Cik
0001454138
Edgar Registered
Yes
Edgar Filing Count
70
Edgar First Filing Date
2009-01-26
Edgar Last Filing Date
2026-04-02
Edgar 13f Count
70
Edgar 13f Latest AUM Estimate
Filing Date2026-04-02
Accession0001454138-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
4999 FRANCE AVE SOUTHSUITE 255MINNEAPOLIS, MN 55410
Business
4999 FRANCE AVE SOUTHSUITE 255MINNEAPOLIS, MN 55410
Edgar EIN
201164360
Edgar Recent Filings
13F-HR2026-04-02 · 0001454138-26-000003
13F-HR2026-01-05 · 0001454138-26-000002
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-05-24T12:56:08Z
Rdap Domain Last Changed
2024-10-30T00:28:02Z
Rdap Nameservers
Ns19.domaincontrol.comNs20.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2567342
Trust Company Affiliate
No

People (5)

5
JACKSON, JAMES, CAMERON
IAR · Direct Owner · 37.5%
2567342
RALLIS, STEWART, JAMES
IAR · Direct Owner · 37.5%
1212536
TERHAAR, KEVIN
IAR · Direct Owner · 7.5%
4598794
RAIDL, PAUL, RENE
Direct Owner · 7.5%
5472704
BALSAM, AARON, CHRISTOPHER
IAR · Executive Officer · 2.5%
3131638