Bluestem Financial Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Bluestem Financial Advisors LLC
CRD #158418
SEC #801-116798
CIK #0001653303, 0001820680
AUM $325.5 M (2025-04-25)
Employees 10 (70% Investors, 0% Brokers)
Phone217-352-0000
Address1809 Woodfield Drive
Savoy, IL 61874
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
3502802101407002011201620212026
Sector Form 13F Holdings Value ($M)
Microsoft Corp 0.9
Apple Inc 0.5
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
2502001501005002020202220242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 42 25.5
(b) Individuals (high net worth individuals) 127 299.9
(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 0 0.0
(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 957 325.5
By Discretionary
Discretionary 957 325.5
Non-Discretionary 0 0.0
Total 957 325.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 325.5
Total 957 325.5
EDGAR Form CIK 2011 - 2025
SC 13G [0001653303]
13F-HR [0001820680]
Form 13D/13G Filer Form 13D/13G Subject Filed
Bluestem Advisors LLC Axiom Corp [2016-03-04]
Bluestem Advisors LLC Eventure Interactive Inc [2015-09-23]
Comparable Firms State AUM ($B)
Better Money Decisions LLC
NM 0.3
Legacy Bridge LLC
IA 0.3
Goepper Burkhardt LLC
SC 0.3
Southwest Investment Advisors Inc
AZ 0.3
Dustin Blodgett Insight Capital LLC
CA 0.3
Strategic Planning Inc
OH 0.3
Financial Service Group Inc
WI 0.3
Houlihan Financial Resource Group Ltd
VA 0.3
Perennial Advisors Group LLC
MA 0.3
Leeward Financial Partners LLC
0.3
Terms | Privacy | Guide
tony@aum13f.com