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Meristem Family Wealth, LLC Info

Meristem Family Wealth, LLC info

Meristem Family Wealth, LLC (SEC CIK 1511915) first filed with the SEC on 2011-02-11 (Form 13F-HR) and has filed 50 times since, including 47 Form 13F-HR quarterly holdings reports. It is organized in MN and registered at 701 CARLSON PARKWAY, SUITE 1400, MINNETONKA, MN, 55305.

  • Name: Value Meristem Family Wealth, LLC.
  • SEC CIK: Value 1511915.
  • State of organization: Value MN.
  • Business address: Value 701 CARLSON PARKWAY, SUITE 1400, MINNETONKA, MN, 55305.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameMeristem Family Wealth, LLC
SEC CIK1511915
State of organizationMN
Business address701 CARLSON PARKWAY, SUITE 1400, MINNETONKA, MN, 55305
Mailing address701 CARLSON PARKWAY, SUITE 1400, MINNETONKA, MN, 55305
Phone952-835-2577
Fiscal year endDecember 31
Former namesMeristem, LLP (2011-02-11 to 2018-08-09)

SEC Filing History

FieldValue
First SEC filing2011-02-11 (Form 13F-HR)
Latest SEC filing2022-11-14 (Form 13F-HR)
Filings on EDGAR50
First Form 13F-HR2011-02-11 (quarter ended 2010-12-31)
Latest Form 13F-HR2022-11-14 (quarter ended 2022-09-30)
Form 13F-HR filings47

Filings by Form

FormFilingsLatest
13F-HR472022-11-14
13F-HR/A32015-01-29

Filings by Year

YearFilingsForm 13F-HR
202233
202144
202044
201944
201844
201744
201644
201554
201454
201354
201244
201144

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