BLUESTEM ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- CHARLOTTESVILLE, Virginia
- CRD number
- 158330
- Registered since
- February 9, 2012
- Website
- www.bluestemcapital.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Bluestem Asset Management, LLC is an SEC-registered investment adviser (since 2012) that operates as a capital allocator to institutional clients. The firm is organized as an LLC with individual ownership and is set up to sponsor and manage pooled investment vehicles. Its listed business activities identify it as a CPO or CTA and as a sponsor/GP/managing member of pooled vehicles, and its advisory scope is portfolio management for pooled investment vehicles. Compensation is based on a percentage of assets under management. Bluestem does not describe itself as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2MICHAEL BILLS
Founder and Chief Investment OfficerCRD 873512
KELLY MCEVOY
Chief Financial Officer & Chief Compliance OfficerCRD 7296891
Contacts
1 of 1SYLVIA SMITH
MemberCRD 6019603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHARLOTTESVILLE, VA
CHARLOTTESVILLE CITY
Location
CHARLOTTESVILLE, VA
Headquartered in CHARLOTTESVILLE, VA, in the South of the United States.
- Region
- South
- County
- CHARLOTTESVILLE CITY
- Address
- 320 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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