Stillwater Asset Management, Llc
- Regulatory AUM
- $701M
- Discretionary
- $701M
- Clients
- 8
- Avg AUM / client
- $87.7M
- Accounts
- 8
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $701M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $519M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Liftbridge Commercial Fund 2, Lp master | Private Equity Fund | Delaware | $476M | 44 |
| Liftbridge Commercial Fund 1, Lp master | Private Equity Fund | Delaware | $22.6M | 36 |
| Liftbridge Senior Living Holdings, Lp | Private Equity Fund | Delaware | $20.3M | 3 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Motz, Lena, Michelle | Chief Executive Officer/ Chief Investment Officer | Nov 2016 (10y) | ≈ 56.25% – 100% via M3&G Investments, Llc | |
| Olson, Nicholas, Richard | Chief Financial Officer/Chief Compliance Officer | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| M3&G Investments, Llc | Member | Mar 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Motz, Lena, Michelle: 75% – 100% of M3&G Investments, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $519M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Liftbridge Commercial Fund 2, Lp | Private Equity Fund | $476M | $5.0M | 44 |
| Liftbridge Commercial Fund 1, Lp | Private Equity Fund | $22.6M | $5.0M | 36 |
| Liftbridge Senior Living Holdings, Lp | Private Equity Fund | $20.3M | $5.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.75 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • LOAN SERVICING FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗