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Stillwater Asset Management, LLC

SEC Registered
Stillwater, MNhttps://stillwaterasset.com651-571-3910
Assets Under Management
$500M–$1B
Employees
16
Office Locations
1 office
Total Accounts
8

About the firm

Stillwater Asset Management, LLC ("SAM") is an alternative investment firm focused on private credit and private debt. SAM applies a value investment approach to acquire, manage, and divest portfolios of commercial real estate mortgages, commercial loans, and commercial & industrial loans with the goal of preserving the principal investment. The firm pursues absolute returns through strenuous due diligence and underwriting coupled with active investment management and creative exit strategies.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Private CreditPrivate DebtCommercial Real Estate MortgagesCommercial LoansCommercial & Industrial LoansValue Investment ApproachAbsolute ReturnsDue DiligenceUnderwritingActive Investment Management

Services

Acquiring, managing, and divesting portfolios of commercial real estate mortgages, commercial loans, and commercial & industrial loans.

Private funds / alternatives
Private Equity

Who they serve

Client segmentClientsAssets managed
Pension/Profit Sharing Plans8$701M

Leadership

Llc M3&g Investments
MEMBER
Lena Michelle Motz
CHIEF EXECUTIVE OFFICER/ CHIEF INVESTMENT OFFICER
Lena Michelle Motz
SOLE MEMBER
Nicholas Richard Olson
CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
MN
StillwaterHQ

Regulatory & compliance

CRD number
#288535
SEC Number
801-119109
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based / Other

Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stillwater Asset Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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