| Owner | Title | From | %Ownership |
|---|---|---|---|
| Robbins, James, Michael | Member, Class B | 01/2007 | 10-25% |
| Maxwell, Charles, Joseph | Chairman & Ceo; Member, Class B | 06/2003 | 25-50% |
| Regan, Patrick, Ryan | Cio; Member, Class B | 01/2008 | 10-25% |
| Crow, Jon, Kenneth | President, COO & Treasurer; Member, Class B | 01/2007 | 10-25% |
| PC 3 Venture LLC | Member, Class a | 11/2016 | 10-25% |
| Novak, Anne, Catherine | Member, Class B | 01/2020 | < 5% |
| Sioris, James, Paul | Member, Class B | 01/2020 | < 5% |
| Strohm, Phillip, Jeffrey | Member, Class B | 01/2020 | < 5% |
| Henderson, Renay, Helen | Member, Class B | 01/2020 | < 5% |
| Ohman, Andrew, Alan | Cco; Member, Class B | 01/2020 | < 5% |
| Quinlan, John, Charles | Member, Class B | 01/2020 | < 5% |
| Legus, David, John | Member, Class B | 01/2022 | < 5% |
| Siering, Patrick, Spencer | Member, Class B | 01/2022 | < 5% |
| Laughlin, Gregory, Joseph | Member, Class B | 01/2022 | < 5% |
| Paape, Anne | Member, Class B | 01/2022 | < 5% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Meristem Family Wealth | $5.42 bn | |
| Blackrock Master Hedge, L.P. | $266.79 mm | Hedge Fund |
| Credit Opportunities Fund | $329.70 k | Private Equity Fund |
| Energy Opportunities Fund | $4.00 mm | Private Equity Fund |
| Feeder Fund Tao LLC | $11.02 mm | Private Equity Fund |
| Meristem Global Equity | $207.81 mm | Other Private Fund |
| Meristem High Yield Municipal Fund, LLC | $150.24 mm | Other Private Fund |
| Opportunity Partners Asia Fund, LLC | $29.11 mm | Other Private Fund |
| Opportunity Partners Co-invest Fund 1, LLC | $11.69 mm | Other Private Fund |
| Opportunity Partners Crestline Fund, LLC | $20.80 mm | Private Equity Fund |
| Opportunity Partners Europe Fund, LLC | $27.82 mm | Other Private Fund |
| Opportunity Partners Insurance Alternatives Fund LLC | $16.29 mm | Other Private Fund |
| Opportunity Partners Litigation Finance Fund, LLC | $3.66 mm | Other Private Fund |
| Opportunity Partners U.S. Capital Solutions Fund, LLC | $5.75 mm | Other Private Fund |
| WMC International | $18.54 mm | Other Private Fund |
| WMC Opportunities Fund | $19.11 mm | Hedge Fund |
