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| Bluestem Asset Management LLC
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| |
|---|---|
| CRD # | 158330 |
| SEC # | 801-73150 |
| CIK # | |
| AUM | $1.5 BB (2024-05-16) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 434-243-7800 |
| Address | 320 E Main Street Charlottesville, VA 22902 |
| Source | [IAPD] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Bluestem Partners LP | 2012-02-03 | 1,526.9 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 1.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 1.5 |
| By Discretionary | ||
| Discretionary | 1 | 1.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 1.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.5 | |
| Total | 1 | 1.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Impactassets Capital Partners PB LLC
✚
|
MD | 1.6 |
|
Oxford Lane Management LLC
✚
|
CT | 1.6 |
|
WinShore Capital Partners LP
✚
|
NY | 1.6 |
|
Holbrook Holdings Inc
✚
|
GA | 1.5 |
|
Virtus ETF Advisers LLC
✚
|
NY | 1.5 |
|
HAUN Ventures Management LP
✚
|
CA | 1.5 |
|
Kestra Investment Management LLC
✚
|
TX | 1.5 |
|
ForUsAll Advisors LLC
✚
|
CA | 1.5 |
|
AGTB Fund Manager LLC
✚
|
NY | 1.5 |
|
Arthur Ventures Management 2 LLC
✚
|
MN | 1.5 |