Form D · Other Investment Fund

Meristem Global Equity Fund LLC

Chicago, IL · CIK 0001578557

Offering snapshot reported Jan 28, 2026 · SEC filing

Reported sold: $278M
Investors reported: Not reported
Minimum accepted: Not reported
First sale: Not reported

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 28, 2026	Amendment	$278,088,000	No comparison	Not reported	SEC filing
Jan 29, 2025	Amendment	$262,808,000	$15,299,999vs Jan 30, 2024	179	SEC filing
Jan 30, 2024	Amendment	$247,508,001	$10,455,000vs Jan 30, 2023	169	SEC filing
Jan 30, 2023	Amendment	$237,053,001	$44,348,667vs Jan 28, 2022	166	SEC filing
Jan 28, 2022	Amendment	$192,704,334	$37,812,834vs Jan 27, 2021	154	SEC filing
Jan 27, 2021	Amendment	$154,891,500	$22,645,000vs Jan 27, 2020	124	SEC filing
Jan 27, 2020	Amendment	$132,246,500	$20,100,000vs Feb 1, 2019	114	SEC filing
Feb 1, 2019	Amendment	$112,146,500	$11,012,000vs Jun 11, 2018	98	SEC filing
Jun 11, 2018	Amendment	$101,134,500	$6,191,250vs Jun 16, 2017	91	SEC filing
Jun 16, 2017	Amendment	$94,943,250	$11,365,000vs Jun 17, 2016	76	SEC filing
Jun 17, 2016	Amendment	$83,578,250	$10,595,000vs Jun 25, 2015	72	SEC filing
Jun 25, 2015	Amendment	$72,983,250	$4,080,000vs Jun 24, 2014	64	SEC filing
Jun 24, 2014	Amendment	$68,903,250	$7,257,500vs Jun 25, 2013	63	SEC filing
Jun 25, 2013	Initial	$61,645,750	No comparison	58	SEC filing

Offering details

Securities: Not reported
Exemptions: Not reported
Duration over one year: Not reported
Business combination: Not reported

Sales commissions: Not reported
Finders' fees: Not reported
Form D file number: 021-198543

Source: Form D, filed Jan 28, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

MERISTEM GLOBAL EQUITY

Investment adviser: MERISTEM FAMILY WEALTH, LLC

Gross asset value: $208M
Beneficial owners: 114
ADV minimum commitment: $1

Reported in Form ADV on Aug 30, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG, LLP MINNEAPOLIS, Minnesota, United States Other funds reporting this name →

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

KPMG, LLP
PCAOB 185

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund asset history · 1 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$207,806,000	114	Mar 28, 2022

Filing source

Form ADV 1673036 · Aug 30, 2022 · Schedule D 7.B.(1), fund 805-9317841485

Reported by MERISTEM FAMILY WEALTH, LLC (CRD 109141).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Matched by reported Form D file number

MERISTEM GLOBAL EQUITY FUND, LLC

Investment adviser: CRESSET ASSET MANAGEMENT, LLC

Gross asset value: $298M
Beneficial owners: 118
ADV minimum commitment: $1

Reported in Form ADV on Aug 13, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator UMB CHADDS FORD, Pennsylvania, United States Investor statements: No (provided to no investors) Related to adviser: No Other funds reporting this name →

Auditor KPMG, LLP MINNEAPOLIS, Minnesota, United States Other funds reporting this name →

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG, LLP
PCAOB 185

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund asset history · 2 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2024	$260,459,148	118	Mar 28, 2025
2025	$298,129,053	118	Mar 27, 2026

Filing source

Form ADV 2124511 · Aug 13, 2026 · Schedule D 7.B.(1), fund 805-9317841485

Reported by CRESSET ASSET MANAGEMENT, LLC (CRD 288566).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Eric Becker	Executive
N/A Cresset Fund Investment Management Services, Llc	Executive
Jon K. Crow	Executive
Jocelyn Henkensiefken	Executive
Charles J. Maxwell, Jr.	Executive
N/A Meristem Family Wealth, Llc	Director, Promoter
N/A Meristem, Llp	Promoter
David Mills	Executive
Andrew A. Ohman	Executive
Patrick R. Regan	Executive
James M. Robbins	Executive
William A. Rudnick	Executive
Avy Stein	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

444 W. Lake Street, Suite 4700
Chicago, IL, 60606
Phone: 312-622-8140