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 06/30/21. The fund's latest filing disclosed 635MM in positions, representing 29% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 06/30/21. The fund's latest filing disclosed 635MM in positions, representing 29% of the manager's regulatory AUM.
MERISTEM LLP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MERISTEM LLP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| OEF | 16.8% | ETF | 6.13% | 0.08% | 6 | 0% | ||
| IVV | 13.3% | ETF | 5.65% | -0.01% | 0 | 0% | ||
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FEATURED IN
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 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...
Unlock Full Investment Process Description
MERISTEM LLP Portfolio Concentration
MERISTEM LLP Location
601 CARLSON PARKWAY
SUITE 800
MINNETONKA, Minnesota
UNITED STATES, 55305
SUITE 800
MINNETONKA, Minnesota
UNITED STATES, 55305
MERISTEM LLP Contact Information
Phone Number: 952-835-2577
Fax Number: 952-835-8283
Website: http://www.meristemmfo.com
Fax Number: 952-835-8283
Website: http://www.meristemmfo.com
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