MERISTEM LLP Overview

Meristem Llp is an investment advisor that manages 2.2 BN dollars in regulatory AUM and has 40 employees, of which 20 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 238MM in positions, representing 11% of the manager's regulatory AUM.

MERISTEM LLP StockAlpha

-0.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MERISTEM LLP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
OEF 37.79% ETF 1.28% -0.1% 1 4%
IJR 8.4% ETF 7.24% 0.48% 0 5%
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FEATURED IN
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MERISTEM LLP Founders and Key Employees

Name Title In Position Since
Charles J. Maxwell Ceo, Partner June-2003
Jocelyn Henkensiefken Cfo, Cco & Partner May-2012
Patrick R. Regan Cio, Partner January-2008
Jon K. Crow Partner January-2007
James M. Robbins Partner January-2007

MERISTEM LLP Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Auditor Pro
Custodian Pro

MERISTEM LLP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Meristem believes in broadly diversified investment solutions customized to reflect unique client circumstances. In partnership with our clients we take a disciplined approach to investment management, with particular attention to risk management, diversified asset allocation, manager selection, tax consequences and fee considerations. When making investment recommendations, Meristem takes into account a client’s total financial picture, including assets already owned, assets not managed by Meristem, needs for liquidity, goals and risk tolerance.

Meristem develops an overall financial strategy, identifies the asset management resources ideally suited to our clients’ needs, and manages the allocation of client assets among those resources. Meristem’s investment team is available to work with the client advisory teams to construct asset allocation plans and recommendations customized to ad...
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MERISTEM LLP Portfolio Concentration

MERISTEM LLP Location

601 CARLSON PARKWAY
SUITE 800
MINNETONKA, Minnesota
UNITED STATES, 55305

MERISTEM LLP Contact Information

Phone Number: 952-835-2577
Fax Number: 952-835-8283
Website:

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