Meristem Family Wealth

Company Profile

Meristem Family Wealth is a fund manager in Minnetonka with $5.42 bn assets under management.

Website

Incorporated

Location

Fiscal year end

Industry

Former names

Meristem, LLP

SEC CIK

IRS number

411841290

SEC advisor number

801-57126

FINRA CRD number

109141

AUM ?

$5.42 bn (as of 30 Aug 22)

Accounts

768 (as of 30 Aug 22)

Employees

41 (20 investment advisory or research)

Address

Meristem Family Wealth
701 CARLSON PARKWAY
SUITE 1400
MINNETONKA
MN 55305

Office hours

Monday - Friday, 8AM-5PM

Phone

952-835-2577

Brochures

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