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 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

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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

    Michael Bills

    Founder and Chief Investment OfficerCRD 873512

  • Kelly Mcevoy

    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