SourcingSourcing

STILLWATER ASSET MANAGEMENT, LLC

C32
CRD 288535·SEC 801-119109·STILLWATER, MN
AUM
$701.4M
$500M-$1B
Est. Revenue
$7.0M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STILLWATER ASSET MANAGEMENT, LLC
CRD
288535
SEC file #
801-119109
EIN
981807334
DBA names
—

Economics

AUM
$701.4M
AUM band
$500M-$1B
AUM trajectory
'21'26
$173.3M → $701.4M▲ +305%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
16
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'21'26
6 advisors → 6 advisors▬ 0%
Primary office
STILLWATER MN
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
stillwaterasset.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
M3&G INVESTMENTS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
M3&G INVESTMENTS, LLC
Motz, Lena, Michelle
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
STILLWATERASSET.COM
Rdap Domain Creation Date
2017-01-13T20:17:24Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002040325
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2024-11-01
Edgar Last Filing Date
2024-11-01
Edgar Form D Count
1
Edgar Form D Offerings
2024-11-012024-11-01 · 0000929638-24-003722

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3961
Soi Zip Pct 200k Plus
0.1631
Soi Zip Returns 200k Plus
3,100
Soi Zip Total AGI
2,572,930
Fdic Zip Total Deposits
19,993,600,000
Fdic Zip Branch Count
409
Fdic Zip Top Banks
Wells Fargo Bank, National Association
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
U.s. Bank6
E*trade4
Edgar Addresses
Mailing
C/O STILLWATER ASSET MANAGEMENT, LLC106 CHESTNUT STREET ESTILLWATER, MN 55082
Business
C/O STILLWATER ASSET MANAGEMENT, LLC106 CHESTNUT STREET ESTILLWATER, MN 55082
Edgar EIN
981807334
Edgar Recent Filings
D2024-11-01 · 0000929638-24-003722
Fdic Zip Branches Raw
Firstar Bank of Minnesota, National AssociationStillwater, MN
Firstar Bank of Minnesota, National AssociationMinneota, MN
Fdic Zip HHI
1210.49
Fdic Zip Top Bank Share Pct
21.99
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-13T20:17:24Z
Rdap Domain Last Changed
2025-12-01T21:23:28Z
Rdap Nameservers
Ns39.domaincontrol.comNs40.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI48,013
Returns4,410
Stub 2
AGI106,306
Returns2,850
Stub 3
AGI147,469
Returns2,390
Soi Zip Total Business Income
84,896
Soi Zip Total Cap Gains
213,330
Soi Zip Total Dividends
87,826
Soi Zip Total Returns
19,010
Trust Company Affiliate
No

People (2)

2
Motz, Lena, Michelle
Executive Officer · 2.5%
6850967
OLSON, NICHOLAS, RICHARD
Executive Officer · 2.5%
7617440