0001742441-24-000004.txt : 20240405 0001742441-24-000004.hdr.sgml : 20240405 20240405070342 ACCESSION NUMBER: 0001742441-24-000004 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: RACHLIN,JAMES,NATHANIEL, FILED AS OF DATE: 20240404 DATE AS OF CHANGE: 20240405 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-05445 FILM NUMBER: 24824735 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/A 1 primary_doc.xml MA-I/A 0001742441 XXXXXXXX James Rachlin 7736773653 jnrachlin@meristemadvisors.com jnrachlin@meristemadvisors.com N 0001742441-24-000003 N James Nathaniel Rachlin 2207670 N 1 0001742441 Meristem Advisors LLC 05-11-2018 N Form MA will be filed contemporaneously with this application. I was advised to submit this first. A Form MA for Meristem Advisors LLC was filed June 4, 2018 and suspended for errors needing correction. Those will be fixed in the new submission. LOCATED 05-11-2018 05-2018 Meristem Advisors LLC Chicago IL 60614 Y N President 10-2015 03-2018 RBC CAPITAL MARKETS, LLC Chicago IL 60661 Y Y Managing Director 07-2008 10-2015 BMO CAPITAL MARKETS Chicago IL 60603 N Y Managing Director 05-1996 06-2008 GRIFFIN, KUBIK, STEPHENS & THOMPSON, INC. Chicago IL 60606 N N Senior Vice President Y 04-2024 Cathedral Pines LLC 9861 Cathedral Pines Avenue Las Vegas NV 89149 N N Cathedral Pines engages in non-municipal issuance related municipal consulting. The firm focuses on strategic analysis, P3 evaluation and structuring for private entities, and feasibility studies. Partner 10 Rachlins work will be to engage in analysis and report preparation for the LLCs clients. 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 04-04-2024 James N Rachlin James N Rachlin 2207670