Meristem Family Wealth LLC
- Assets, Funds, Holdings
| Message |
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Happy Holidays!! thanks for using AUM13F!!
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| Meristem Family Wealth LLC
|
| CRD # | 109141 |
| SEC # | 801-57126 |
| CIK # | 0001511915 |
| AUM |
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| Employees |
41 (49% Investors, 0% Brokers)
|
| Phone | 952-835-2577 |
| Address | 701 Carlson Parkway
Minnetonka, MN 55305 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
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Total AUM ($B)
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| AUM Breakdown |
Accounts |
AUM ($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 |
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False
220360740