Stillwater Asset Management, LLC

RIASEC RegisteredEst. 2020
Total AUM
$701M
Discretionary
$701M
100% of AUM
Avg account
$87.7M
Accounts
8
Employees
16
Advisory reps
2

Firm details

Headquarters
Stillwater, Minnesota
CRD number
288535
Registered since
July 22, 2020
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Stillwater Asset Management, LLC is a private equity–focused manager organized as an LLC and registered with the SEC in 2020. The firm serves institutional clients and acts as sponsor/GP and managing member of pooled investment vehicles, providing portfolio management for those pooled vehicles. Its business activity listing includes other financial product sales, and its fee arrangements include percentage-of-assets, performance-based fees and other fee components. The firm does not present itself as an active ESG investor and is not identified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Lena Motz

    Lena Motz

    Founding Principal, CEO, Chief Investment OfficerCRD 6850967

Contacts

1 of 1
  • Amy Halverson

    Amy Halverson

    DirectorCRD 3231087

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Stillwater, MN

Washington

Location

Stillwater, MN

Headquartered in Stillwater, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Washington
Address
106 Chestnut St E
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth