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