0001742441-24-000001.txt : 20240322
0001742441-24-000001.hdr.sgml : 20240322
20240322143041
ACCESSION NUMBER: 0001742441-24-000001
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: SHIELDS,ROBERT,STRATFORD,
FILED AS OF DATE: 20240322
DATE AS OF CHANGE: 20240322
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Meristem Advisors LLC
CENTRAL INDEX KEY: 0001742441
ORGANIZATION NAME:
IRS NUMBER: 825517335
STATE OF INCORPORATION: IL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05445
FILM NUMBER: 24774726
BUSINESS ADDRESS:
STREET 1: 2400 N LAKEVIEW APT 1201
CITY: CHICAGO
STATE: IL
ZIP: 60614
BUSINESS PHONE: 7736773653
MAIL ADDRESS:
STREET 1: 2400 N LAKEVIEW APT 1201
CITY: CHICAGO
STATE: IL
ZIP: 60614
MA-I
1
primary_doc.xml
MA-I
0001742441
XXXXXXXX
James N Rachlin
7736773653
jnrachlin@meristemadvisors.com
N
N
Robert
Stratford
Shields
2642686
N
1
0001742441
Meristem Advisors LLC
03-22-2024
Y
867-02364
SUPERVISED
03-22-2024
03-2024
Meristem Advisors LLC
Chicago
IL
60614
Y
N
Partner
01-2019
03-2024
Loop Capital Markets
Chicago
IL
60604
N
Y
Managing Diretor
11-2017
12-2018
Wells Fargo
Chicago
IL
60654
N
Y
Managing Director
06-2014
10-2017
RBC Capital Markets
Chicago
IL
60606
N
Y
Managing Director
09-1996
06-2014
Morgan Stanley
Chicago
IL
60606
N
Y
Managing Director
Y
03-2024
Cathedral Pines Capital LLC
9861 Cathedral Pines
Las Vegas
NV
89149
N
N
General municipal consulting, not municipal advisor-related
Chairman
25
Initiate and manage client relationships
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
03-22-2024
James N Rachlin
President