Meristem is a multi-family office based in Chicago, Illinois. Established in 2017, the firm provides investment advisory and family office services to retail investors which include individuals, high net-worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, other business entities, and pooled investment vehicles. The partners of Meristem were early adopters of the independent advisory movement, creating their first firm, Advisors Financial Services, in 1999. A merger in 2003 created the Sage Partnership which later successfully acquired the Sargent Management Company, a 40-year-old family office, forming what is today, Meristem. The firm was merged with Cresset Capital Management.
Browse more multi family offices (mfo) and other institutional investors by location and type in the LPbacked limited-partner database.
Meristem Family Wealth is a multi family office (mfo) based in Minnetonka, United States, managing approximately $4.2B in assets.
Meristem Family Wealth is headquartered in Minnetonka, United States.
Meristem Family Wealth manages approximately $4.2B in assets under management.
Meristem Family Wealth was founded in 1999.
Meristem Family Wealth focuses on Growth Capital, Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital, Debt Management, Equity/Mutual Funds, ETFs.
Verified contact details, key decision-makers, and investment preferences for Meristem Family Wealth are available on LPbacked. Create a free account to access them.