STILLWATER ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2020
Total AUM
$701M
Discretionary
$701M
100% of AUM
Avg account
$87.7M
Accounts
8
Employees
16
Advisory reps
2

Firm details

Headquarters
STILLWATER, Minnesota
CRD number
288535
Registered since
July 22, 2020
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Stillwater Asset Management, LLC is an SEC-registered investment adviser formed as an LLC in 2020 that operates primarily as the manager and sponsor of pooled private investment vehicles. The firm is classified in the data as a private equity fund manager and reports institutional clients as its target base. It serves in sponsor/GP and managing-member roles for funds it organizes, running portfolio management for pooled vehicles rather than acting as an independent capital allocator. Compensation arrangements include percentage-of-AUM fees and performance-based fees (plus unspecified “other” fee elements), which is consistent with compensation structures commonly used by private fund sponsors. Stillwater is listed as performing other financial product salesperson activities and does not identify itself as an active ESG investor.

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
  • Lena Motz

    Founding Principal, CEO, Chief Investment OfficerCRD 6850967

  • Nicholas Olson

    Chief Financial OfficerCRD 7617440

Wealth teams

FINTRX

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

STILLWATER, MN

WASHINGTON

Location

STILLWATER, MN

Headquartered in STILLWATER, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
WASHINGTON
Address
106 Chestnut St E
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth