Investment adviser · CRD 158330

BLUESTEM ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

CHARLOTTESVILLE, VA, United States · Form ADV filed May 18, 2026

Regulatory AUM
$1.29B
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles1$1,291,147,632100.0%
Filing source

Form ADV 2106349 · May 18, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BLUESTEM PARTNERS, L.P.Other Private Fund · Last reported May 18, 2026$1.29BGross asset value

Form D fundraising filings

Bluestem Partners, LP

Fund administrator STONE COAST FUND SERVICES, LLC PORTLAND, Maine, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP GRAND CAYMAN, Cayman Islands
Custodian BMO HARRIS BANK N.A. CHICAGO, Illinois, United States Related to adviser: No
Custodian MORGAN STANLEY SMITH BARNEY LLC PURCHASE, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 1266

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Fund details & source
Fund ID
805-2792674185
Reported beneficial owners
117
Minimum commitment
$3M
Form D file number
021-56937

Form ADV 2106349 · May 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 18, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

320 E. MAIN STREET, SUITE B
CHARLOTTESVILLE, VA, 22902, United States

CRD 158330

Filing source

Form ADV 2106349 · May 18, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.