# MERISTEM FAMILY WEALTH, LLC

MERISTEM FAMILY WEALTH, LLC of MINNETONKA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 109141
- Type: SEC-registered investment adviser
- SEC file number: 801-57126
- Location: 701 CARLSON PARKWAY, SUITE 1400, MINNETONKA, MN, 55305
- Phone: 952-835-2577
- Latest filing: 2022-08-30
- Regulatory AUM: $5.4B
- Discretionary AUM: $3.2B
- Non-discretionary AUM: $2.2B
- Clients: 41
- Accounts: 768

## Officers, owners & control persons (32)

_Showing 25 of 32 people._

| Name | Role | Location |
| --- | --- | --- |
| MAXWELL JOSEPH | CEO; MEMBER, CLASS B; CEO, PARTNER; CHAIRMAN & CEO; MEMBER, CLASS B (+1 more) | CHARLOTTESVILLE, VA |
| BENSON MICHAEL DAVID | MEMBER, CLASS 1; MEMBER, CLASS A | — |
| JOHNSON JOHN SCOTT | COO; COO & CHIEF COMPLIANCE OFFICER; COO & CHIEF COMPLIANCE OFFICER, GENERAL PARTNER (+3 more) | — |
| WESTENBERG ROBERT JOHN | GENERAL PARTNER; GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | — |
| GIBSON ROBERT WELLINGTON | GENERAL PARTNER | — |
| MILBRANDT LORI ANN | CFO | — |
| PRIMEAU BRUCE | NET WORTH MANAGER | — |
| HENKENSIEFKEN JOCELYN | CFO; CFO, CCO & GENERAL PARTNER; CFO; CCO; MEMBER, CLASS B (+2 more) | — |
| REGAN PATRICK RYAN | CIO; CIO, GENERAL PARTNER; CIO; MEMBER, CLASS B (+1 more) | — |
| CROW JON KENNETH | COO & TREASURER, MEMBER, CLASS B; GENERAL PARTNER; MEMBER, CLASS B (+2 more) | — |
| ROBBINS JAMES MICHAEL | CCO, MEMBER, CLASS B; GENERAL PARTNER; MEMBER, CLASS B (+1 more) | — |
| CHAFFEE RICHARD JOHNSON | GENERAL PARTNER | — |
| LAUGHLIN MICHAEL JOSEPH | MEMBER, CLASS B | — |
| ADAMS TAMRA SUE | CHIEF OPERATING OFFICER | — |
| GLOVER CHRISTOPHER JOHN | INVESTMENT COORDINATOR | — |
| MANN TAMARA JEAN | DIRECTOR OF CLIENT RELATIONS | — |
| RANZAU CYNTHIA ANN | COMPLIANCE OFFICER; WORK FLOW MANAGER | — |
| BERGQUIST ANDREW RYAN | INVESTMENT COORDINATOR | — |
| INGLES SHARON AMENDA | EXECUTIVE ASSISTANT | — |
| WALLBERG SCOTT ROBERT | INSURANCE SERVICES MANAGER | — |
| WONG CYNTHIA ANN | COMPLIANCE OFFICER | — |
| SCHULZE ROBERT REV TR | MEMBER, CLASS 2 | — |
| BERGMAN KEVIN | MEMBER, CLASS 3 | — |
| NOVAK ANNE CATHERINE | MEMBER, CLASS B | — |
| SIORIS JAMES PAUL | MEMBER, CLASS B | — |


## Private funds (15)

Mix: Other Private Fund 9 · Hedge Fund 2 · Private Equity Fund 4

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| BLACKROCK MASTER HEDGE, L.P. | Hedge Fund | — | 148 | $266.8M | $1 |
| MERISTEM GLOBAL EQUITY | Other Private Fund | — | 114 | $207.8M | $1 |
| MERISTEM HIGH YIELD MUNICIPAL FUND, LLC | Other Private Fund | — | 156 | $150.2M | $1 |
| OPPORTUNITY PARTNERS ASIA FUND, LLC | Other Private Fund | — | 82 | $29.1M | $1 |
| OPPORTUNITY PARTNERS EUROPE FUND, LLC | Other Private Fund | — | 81 | $27.8M | $1 |
| OPPORTUNITY PARTNERS CRESTLINE FUND, LLC | Private Equity Fund | — | 75 | $20.8M | $1 |
| WMC OPPORTUNITIES FUND | Hedge Fund | — | 24 | $19.1M | $1 |
| WMC INTERNATIONAL | Other Private Fund | — | 34 | $18.5M | $1 |
| OPPORTUNITY PARTNERS INSURANCE ALTERNATIVES FUND LLC | Other Private Fund | — | 81 | $16.3M | $1 |
| OPPORTUNITY PARTNERS CO-INVEST FUND 1, LLC | Other Private Fund | — | 100 | $11.7M | $1 |
| FEEDER FUND TAO LLC | Private Equity Fund | — | 60 | $11.0M | $1 |
| OPPORTUNITY PARTNERS U.S. CAPITAL SOLUTIONS FUND, LLC | Other Private Fund | — | 82 | $5.7M | $1 |
| ENERGY OPPORTUNITIES FUND | Private Equity Fund | — | 62 | $4.0M | $1 |
| OPPORTUNITY PARTNERS LITIGATION FINANCE FUND, LLC | Other Private Fund | — | 56 | $3.7M | $1 |
| CREDIT OPPORTUNITIES FUND | Private Equity Fund | — | 35 | $330K | $1 |


## Fund service providers (1)

- administrator: MUFG ALTERNATIVE FUND SERVICES LTD.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109141/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109141/similar
- Related entities: https://search.stillhousedata.com/firm/109141/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109141

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.