Data / Investment advisers / Minnesota / Stillwater Asset Management, LLC
Stillwater Asset Management, LLC, Stillwater, MN: $701 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Stillwater Asset Management, LLC is an SEC registered investment adviser with its main office in Stillwater, Minnesota and reports $701 million in regulatory assets under management in its Form ADV filed July 29, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 3 private funds.
The request: Watch Stillwater Asset Management, LLC (CRD number 288535): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 288535
- SEC file number
- 801-119109
- SEC status
- Approved, effective July 22, 2020
- Main office
- 106 Chestnut Street E, Stillwater, MN 55082
- Phone
- (651) 571-3910
- Website
- stillwaterasset.com
- Regulatory AUM
- $701,423,150 in the Form ADV filed July 29, 2026
- Discretionary AUM
- $701,423,150
- Accounts
- 8
- Employees
- 16, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 3: 3 private equity funds
- Gross assets of private funds
- $461,459,979
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $701.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $701.4 million | March 27, 2026 |
| December 1, 2025 | $633.5 million | April 11, 2025 |
Other advisers in Minnesota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Valtinson Bruner Financial Planning | New Brighton | $712 million | Not listed | adviserinfo.sec.gov |
| The Wealth Group, Austin B. Colby & Associates | Eden Prairie | $711 million | Not listed | adviserinfo.sec.gov |
| Lifelong Wealth Advisors, Inc. | Arden Hills | $710.4 million | Not listed | adviserinfo.sec.gov |
| Navista Wealth Management, Inc. | Minnetonka | $709.6 million | Not listed | adviserinfo.sec.gov |
| Bond & Devick Wealth Partners | Saint Louis Park | $705.5 million | Not listed | adviserinfo.sec.gov |
| 360 Financial | Wayzata | $700.5 million | Not listed | adviserinfo.sec.gov |
| High Note Wealth, LLC | Deephaven | $683.5 million | Not listed | adviserinfo.sec.gov |
| Ballast Advisors, LLC | Woodbury | $674.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minnesota
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Stillwater Asset Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.