BLUESTEM ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$1.3B
Accounts
1
Employees
4
Advisory reps
3

Firm details

Headquarters
CHARLOTTESVILLE, Virginia
CRD number
158330
Registered since
February 9, 2012
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bluestem Asset Management, LLC is an SEC-registered investment adviser (since 2012) that operates as a capital allocator to institutional clients. The firm is organized as an LLC with individual ownership and is set up to sponsor and manage pooled investment vehicles. Its listed business activities identify it as a CPO or CTA and as a sponsor/GP/managing member of pooled vehicles, and its advisory scope is portfolio management for pooled investment vehicles. Compensation is based on a percentage of assets under management. Bluestem does not describe itself as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • MICHAEL BILLS

    Founder and Chief Investment OfficerCRD 873512

  • KELLY MCEVOY

    Chief Financial Officer & Chief Compliance OfficerCRD 7296891

Contacts

1 of 1
  • SYLVIA SMITH

    MemberCRD 6019603

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHARLOTTESVILLE, VA

CHARLOTTESVILLE CITY

Location

CHARLOTTESVILLE, VA

Headquartered in CHARLOTTESVILLE, VA, in the South of the United States.

Region
South
County
CHARLOTTESVILLE CITY
Address
320 E Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth