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- Custodian
- Jackson National Life · LPL Financial · Morgan Stanley · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2004
- Office Locations
- 1
Office Locations
About Stairway Partners, LLC
Stairway Partners (founded 2004) provides portfolio management solutions for retail and institutional clients, with a disciplined focus on long-term asset allocation and risk management. The firm uses fundamentally based valuation models to dynamically adjust allocations across global capital markets and delivers transparent performance reporting that attributes results to key drivers. Performance history is independently verified since inception.
Team overview
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Investment Themes
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Platform
Services
Technology
Owner & Executives
JAMES CAMERON JACKSON
Manager, Managing Principal
- CRD
- #2567342
- Ownership
- 25% but less than 50%
STEWART JAMES RALLIS
Manager, Senior Advisor
- CRD
- #1212536
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,358,074,847 | $23,580,748 |
| Non-Discretionary | $0 | -- |
| Total | $2,358,074,847 | $23,580,748 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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