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| Bluestem Financial Advisors LLC
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|---|---|
| CRD # | 158418 |
| SEC # | 801-116798 |
| CIK # | 0001820680, 0001653303 |
| AUM | 358.2 M (2026-02-24) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 217-352-0000 |
| Address | 1809 Woodfield Drive Savoy, IL 61874 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.7 | ||
| Microsoft Corp | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 16.6 |
| (b) Individuals (high net worth individuals) | 149 | 341.6 |
| (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 | 1,010 | 358.2 |
| By Discretionary | ||
| Discretionary | 1,010 | 358.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,010 | 358.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 358.2 | |
| Total | 1,010 | 358.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 13 |
| Serves | Retail |
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|---|---|---|
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Houlihan Financial Resource Group Ltd
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GKV Capital Management Co Inc
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Saltmarsh Financial Advisors LLC
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