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Private equityFirmcandidate pe · candidatelower middle market

Meristem Family Wealth

Private Equity

Minnetonka, MN

Welcome! Meristem Family Wealth is now Cresset Family Office. You have been redirected to the Cresset website.

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Search this name across graphsid dfx:pe:74b7f0a2-42fa-46f8-8d8d-429c54a14ad6

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 11:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 25
On other graphs: 1
Observed: Sep 13, 2026 to Sep 17, 2026
23 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

MERISTEM FAMILY WEALTH

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 0
PE funds: 0
Regulatory AUM: $5.4B
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.04bn Private Equity Fund GAV on the Form ADV filed 2022-08-30
Stated sectors: financial_services
Latest ADV filing: Aug 30, 2022
Employees (ADV): 41
Website: meristemfw.com

Relationships

Firm member (1)

→ SargentFirmadviser
factDFX's own graph

Employs (20)

→ Phillip Jeffrey StrohmPersonMember, Class B
Jan 1, 2020 to presentfactForm ADV
→ Renay Helen HendersonPersonMember, Class B
Jan 1, 2020 to presentfactForm ADV
→ James Paul SiorisPersonMember, Class B
Jan 1, 2020 to presentfactForm ADV
→ Patrick Ryan ReganPersonCio; Member, Class B
Jan 1, 2008 to presentfactForm ADV
→ JON Kenneth CrowPersonPresident, Coo & Treasurer; Member, Class B
Jan 1, 2007 to presentfactForm ADV
→ James Michael RobbinsPersonMember, Class B
Jan 1, 2007 to presentfactForm ADV
→ Anne Catherine NovakPersonMember, Class B
Jan 1, 2020 to presentfactForm ADV
→ Andrew Alan OhmanPersonCco; Member, Class B
Jan 1, 2020 to presentfactForm ADV
→ John Charles QuinlanPersonMember, Class B
Jan 1, 2020 to presentfactForm ADV
→ David John LegusPersonMember, Class B
Jan 1, 2022 to presentfactForm ADV
→ Patrick Spencer SieringPersonMember, Class B
Jan 1, 2022 to presentfactForm ADV
→ Gregory Joseph LaughlinPersonMember, Class B
Jan 1, 2022 to presentfactForm ADV
→ Anne PaapePersonMember, Class B
Jan 1, 2022 to presentfactForm ADV
→ Charles Joseph MaxwellPersonChairman & Ceo; Member, Class B
Jun 1, 2003 to presentfactForm ADV
→ Michael David BensonPersonMember, Class A
Nov 1, 2016 to Mar 28, 2022inferenceForm ADV
→ Robert John WestenbergPersonGeneral Partner
Aug 1, 2005 to Jan 4, 2013inferenceForm ADV
→ Jerald Scott JohnsonPersonPresident, General Partner & Coo
May 1, 2012 to Nov 20, 2012inferenceForm ADV
→ Jocelyn HenkensiefkenPersonCfo; Cco; Member, Class B
May 1, 2012 to Jun 5, 2017inferenceForm ADV
→ Robert Rev Tr SchulzePersonMember, Class 2
Nov 1, 2016 to Jan 21, 2020inferenceForm ADV
→ Kevin BergmanPersonMember, Class 3
Nov 1, 2016 to Jan 21, 2020inferenceForm ADV

Manages (4)

→ Energy Opportunities FundFundPrivate Equity Fund
Mar 23, 2016 to presentfactForm ADV
→ Opportunity Partners Crestline Fund, LLCFundPrivate Equity Fund
Mar 8, 2017 to presentfactForm ADV
→ Credit Opportunities FundFundPrivate Equity Fund
Mar 27, 2014 to presentfactForm ADV
→ TAO LLCFundPrivate Equity Fund
Mar 18, 2015 to presentfactForm ADV

Owns (1)

← PC 3 Venture LLCFirmMember, Class A
Nov 1, 2016 to presentfactForm ADV

Dated events

5 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 28, 2022
Person left
Michael David Benson (Member, Class A) no longer on Schedule A of Meristem Family Wealth
Form ADVobserved 6 days ago
Occurred
Jan 1, 2022
Person joined
Anne Paape joined Schedule A of Meristem Family Wealth as Member, Class B
Form ADVobserved 6 days ago
Occurred
Jan 1, 2022
Person joined
Gregory Joseph Laughlin joined Schedule A of Meristem Family Wealth as Member, Class B
Form ADVobserved 6 days ago
Occurred
Jan 1, 2022
Person joined
Patrick Spencer Siering joined Schedule A of Meristem Family Wealth as Member, Class B
Form ADVobserved 6 days ago
Occurred
Jan 1, 2022
Person joined
David John Legus joined Schedule A of Meristem Family Wealth as Member, Class B
Form ADVobserved 6 days ago
Occurred
Jan 21, 2020
Person left
Kevin Bergman (Member, Class 3) no longer on Schedule A of Meristem Family Wealth
Form ADVobserved 6 days ago
Occurred
Jan 21, 2020
Person left
Richard Rev Tr Schulze (Member, Class 2) no longer on Schedule A of Meristem Family Wealth
Form ADVobserved 6 days ago
Occurred
Jan 1, 2020
Person joined
Phillip Jeffrey Strohm joined Schedule A of Meristem Family Wealth as Member, Class B
Form ADVobserved 6 days ago
Occurred
Jan 1, 2020
Person joined
Andrew Alan Ohman joined Schedule A of Meristem Family Wealth as Cco, Member, Class B
Form ADVobserved 6 days ago
Occurred
Jan 1, 2020
Person joined
James Paul Sioris joined Schedule A of Meristem Family Wealth as Member, Class B
Form ADVobserved 6 days ago
Occurred
Jan 1, 2020
Person joined
Renay Helen Henderson joined Schedule A of Meristem Family Wealth as Member, Class B
Form ADVobserved 6 days ago
Occurred
Jan 1, 2020
Person joined
John Charles Quinlan joined Schedule A of Meristem Family Wealth as Member, Class B
Form ADVobserved 6 days ago
Occurred
Jan 1, 2020
Person joined
Anne Catherine Novak joined Schedule A of Meristem Family Wealth as Member, Class B
Form ADVobserved 6 days ago
Occurred
Jun 5, 2017
Person left
Jocelyn Henkensiefken (Cfo; Cco; Member, Class B) no longer on Schedule A of Meristem Family Wealth
Form ADVobserved 6 days ago
Occurred
Nov 1, 2016
Person joined
Robert Rev Tr Schulze joined Schedule A of Meristem Family Wealth as Member, Class 2
Form ADVobserved 6 days ago
Occurred
Nov 1, 2016
Person joined
Michael David Benson joined Schedule A of Meristem Family Wealth as Member, Class 1
Form ADVobserved 6 days ago
Occurred
Nov 1, 2016
Person joined
Kevin Bergman joined Schedule A of Meristem Family Wealth as Member, Class 3
Form ADVobserved 6 days ago
Occurred
Jan 4, 2013
Person left
Robert John Westenberg (General Partner) no longer on Schedule A of Meristem Family Wealth
Form ADVobserved 6 days ago
Occurred
Nov 20, 2012
Person left
Jerald Scott Johnson (President, General Partner & Coo) no longer on Schedule A of Meristem Family Wealth
Form ADVobserved 6 days ago
Occurred
Mar 28, 2012
Adviser first adv filing
Meristem Family Wealth first filed Form ADV in the extract (IA)
Form ADVobserved 6 days ago

Show 5 bookkeeping events

Occurred
Sep 1, 2026
Adviser CRD 109141 is not on the SEC registered or exempt adviser roster of 2026-09-01
Occurred
Mar 8, 2017
Opportunity Partners Crestline Fund, LLC first reported on Form ADV by Meristem Family Wealth (Private Equity Fund), GAV $11,233,000
Occurred
Mar 23, 2016
Energy Opportunities Fund first reported on Form ADV by Meristem Family Wealth (Private Equity Fund), GAV $9,918,070
Occurred
Mar 18, 2015
TAO LLC first reported on Form ADV by Meristem Family Wealth (Private Equity Fund), GAV $11,150,043
Occurred
Mar 27, 2014
Credit Opportunities Fund first reported on Form ADV by Meristem Family Wealth (Private Equity Fund), GAV $21,874,974

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Phillip Jeffrey Strohm (Member, Class B), Renay Helen Henderson (Member, Class B), James Paul Sioris (Member, Class B), Patrick Ryan Regan (Cio; Member, Class B), JON Kenneth Crow (President, Coo & Treasurer; Member, Class B), James Michael Robbins (Member, Class B), Anne Catherine Novak (Member, Class B), Andrew Alan Ohman (Cco; Member, Class B), John Charles Quinlan (Member, Class B), David John Legus (Member, Class B), Patrick Spencer Siering (Member, Class B), Gregory Joseph Laughlin (Member, Class B).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:74b7f0a2-42fa-46f8-8d8d-429c54a14ad6
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.