Meristem Family Wealth LLC

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Meristem Family Wealth LLC ✚
CRD #	109141
SEC #	801-57126
CIK #	0001511915
AUM
Employees	41 (49% Investors, 0% Brokers)
Phone	952-835-2577
Address	701 Carlson Parkway Minnetonka, MN 55305
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
HF	BlackRock Master Hedge LP	[2019-03-21]	169.9 M	266.8 M
	Filed 2026-02-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Meristem MDAF A	2012-03-28		11.0 M
Other	Meristem MDAF Q	2012-03-28		54.6 M
Other	Meristem Small/Mid Cap	2012-03-28		15.3 M
Other	WMC Large Cap Growth	2012-03-28		12.4 M
Other	WMC Large Cap Value	2012-03-28		12.3 M
Other	WMC Small Cap Growth	2012-03-28		2.9 M
Other	WMC Small Cap Value	2012-03-28		2.8 M

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	195	0.1
(b) Individuals (high net worth individuals)	388	4.0
(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	19	0.8
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	114	0.4
(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	65	0.2
(n) Other	0	0.0
Total	768	5.4
By Discretionary
Discretionary	555	3.2
Non-Discretionary	213	2.2
Total	768	5.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		5.4
Total	768	5.4

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001511915]

Firm Profile (Form ADV)
Discretionary AUM	$0.9B
Serves	Institutional, Retail
Fund Types	Hedge Fund, Private Equity
LEI	0

Related Firms	State	AUM
Meristem Family Wealth LLC ✚	MN
Sargent Management Co ✚	MN

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Meristem Family Wealth LLC

Assets, Funds, Holdings