BLUESTEM CAPITAL COMPANY, LLC
Adviser information for BLUESTEM CAPITAL COMPANY, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | South Dakota, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Principal Office
101 S PHILLIPS AVENUESUITE 501
SIOUX FALLS
SD
United States
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: 605-331-0091, Fax: 605-334-1218
Websites
Chief Compliance Officer
SANDY HORST
CFO, CCO, SECRETARY, TREASURER
101 S. PHILLIPS AVE
SUITE 501
SIOUX FALLS
SD
United States
Tel:
605-331-0091
Fax:
605-334-1218
S*****@******************M
(Full email address available in API data)
Industry Affiliates
| BLUESTEM CAPITAL COMPANY III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| NIKOLE MULDER | Accountant or accounting firm |
| SANDY HORST | Accountant or accounting firm |
| STEVE KIRBY | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BLUESTEM CAPITAL APPRECIATION FUND, LLC | Private Equity Fund | $8.5M | $0.1M | 100 |
| BLUESTEM CAPITAL PARTNERS III LIMITED PARTNERSHIP | Private Equity Fund | $0.2M | $0.1M | 90 |
| BLUESTEM CORE STRATEGIES FUND, LLC | Private Equity Fund | $3.6M | $0.1M | 90 |
| BLUESTEM DIVERSIFIED ASSETS, LLC | Private Equity Fund | $4.5M | $0.1M | 100 |
| BLUESTEM GROWTH & INCOME FUND III, LLC | Private Equity Fund | $0.4M | $0.1M | 100 |
| BLUESTEM INVESTMENT FUND 2015, LLC | Private Equity Fund | $8.5M | $0.1M | 100 |
| BLUESTEM INVESTMENT FUND 2016, LLC | Private Equity Fund | $15.7M | $0.1M | 100 |
| BLUESTEM INVESTMENT FUND 2017, LLC | Private Equity Fund | $9.0M | $0.1M | 100 |
| BLUESTEM INVESTMENT FUND 2018 QP, LLC | Private Equity Fund | $3.2M | $0.1M | 30 |
| BLUESTEM INVESTMENT FUND 2018, LLC | Private Equity Fund | $4.9M | $0.1M | 80 |
| BLUESTEM INVESTMENT FUND 2020 QP, LLC | Private Equity Fund | $10.2M | $0.1M | 40 |
| BLUESTEM INVESTMENT FUND 2020, LLC | Private Equity Fund | $10.3M | $0.1M | 80 |
| BLUESTEM INVESTMENT FUND 2022, LLC D/B/A BLUESTEM SPECIAL PURPOSE FUND II | Private Equity Fund | $12.8M | $0.0M | 90 |
| BLUESTEM SELECT OPPORTUNITIES FUND, LLC | Private Equity Fund | $2.1M | $0.1M | 100 |
| BLUESTEM SPECIAL PURPOSE FUND, LLC | Private Equity Fund | $9.9M | $0.0M | 70 |
| BLUESTEM VIC II, LLC | Private Equity Fund | $13.2M | $0.0M | 70 |
| BLUESTEM VIC, LLC | Private Equity Fund | $12.7M | $0.0M | 70 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KIRBY CAPITAL CORP. | Domestic Entity | – | MEMBER | 02/1996 | > 75% |
| STOWATER, TYLER, JAMES | Individual | – | MEMBER, VICE PRESIDENT | 07/2005 | 10-25% |
| HORST, SANDY, KAY | Individual | – | MEMBER, CHIEF FINANCIAL OFFICER, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER | 05/1998 | 5-10% |
| KIRBY, STEVE, THOMAS | Individual | – | MANAGER, PRESIDENT | 02/1996 | < 5% |
| KIRBY, STEVE, THOMAS | Individual | KIRBY CAPITAL CORP. | SHAREHOLDER | 09/1992 | > 75% |
| MULDER, NIKOLE, LEE | Individual | – | MEMBER, VICE PRESIDENT | 01/2012 | < 5% |