Meristem Family Wealth is a family office - multi based in Minnetonka, United States, founded in 1999. Verified contact details, AUM data, and investment preferences on FindLPs.
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.
Investment types: Growth Capital, Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital
Sectors & themes: Debt Management, Equity/Mutual Funds, ETFs, Investment Management, Legal & Tax Services, Retirement Planning, Trust Management, Wealth & Estate Planning, Financial Services, Finance, Traditional Investments (Liquid Assets)
Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States
Location: 701 Carlson Parkway\nSuite 1400\nMinnetonka\nMinnesota\n55305\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.