STILLWATER ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- STILLWATER, Minnesota
- CRD number
- 288535
- Registered since
- July 22, 2020
- Website
- www.stillwaterasset.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
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 2Lena Motz
Founding Principal, CEO, Chief Investment OfficerCRD 6850967
Nicholas Olson
Chief Financial OfficerCRD 7617440
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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