Stairway Partners, LLC
Stairway Partners, LLC is a registered investment adviser headquartered in Chicago, Illinois. The firm manages assets for a range of clients, including individuals, high net worth individuals, pension and profit sharing plans, and charitable organizations. Stairway Partners has approximately 5 employees, most of whom are investment professionals, and reports a regulatory assets under management (AUM) figure of about $2 billion as of 2024. The firm was incorporated in Illinois and services U.S.-based clients.
Investment Strategy
Stairway Partners, LLC primarily manages portfolios on a discretionary basis, focusing on a diversified investment strategy that includes both domestic and international equity and fixed income securities. The firm appears to employ a multi-asset approach, allocating between asset classes such as equities (including ETFs like IEFA, IWD, IEMG) and bonds (such as AGG), tailored to client objectives and risk profiles. Their philosophy emphasizes long-term growth and prudent risk management in alignment with their clients’ goals.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | iShares Core MSCI EAFE ETF | 14.62% | $275.2M | 3,152,382 | $77.40 | $87.31 | +$16.0M |
I IWD | ISHARES 1000 VALUE ETF | 14.19% | $267.1M | 1,312,135 | $168.24 | $203.59 | +$16.7M |
I IEMG | ISHARES CORE MSCI EMERGING MKT IDX | 12.34% | $232.3M | 3,523,665 | $52.44 | $65.92 | +$22.7M |
A AGG | ISHARES CORE US AGGREGATE BOND ETF | 10.88% | $204.8M | 2,042,815 | $98.92 | $100.25 | +$9.1M |
I IWF | ISHARES RUSSELL 1000 GROWTH IDX FUND | 10.54% | $198.4M | 423,606 | $307.04 | $468.41 | +$16.7M |