Bluestem Asset Management, LLC
Firm details
- Headquarters
- Charlottesville, Virginia
- CRD number
- 158330
- Registered since
- February 9, 2012
- Website
- www.bluestemcapital.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Bluestem Asset Management, LLC is an SEC-registered institutional advisory firm formed in 2012 and organized as a limited liability company with individual ownership. The firm serves institutional clients and functions as a capital allocator, charging fees based on assets under management. Its regulatory and business activities identify Bluestem as operating in a CPO/CTA capacity and as a sponsor, general partner, or managing member of pooled investment vehicles; it provides portfolio management specifically for pooled investment vehicles. The firm does not self-identify as an active ESG investor and is not described as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Michael Bills
Founder and Chief Investment OfficerCRD 873512

Kelly Mcevoy
Chief Financial Officer & Chief Compliance OfficerCRD 7296891
Contacts
1 of 1Sylvia Smith
MemberCRD 6019603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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