Stillwater Asset Management, LLC
Firm details
- Headquarters
- Stillwater, Minnesota
- CRD number
- 288535
- Registered since
- July 22, 2020
- Website
- www.stillwaterasset.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Lena Motz
Founding Principal, CEO, Chief Investment OfficerCRD 6850967
Contacts
1 of 1
Amy Halverson
DirectorCRD 3231087
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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