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Chief Financial Officer/chief Compliance Officer · Stillwater Asset Management, LLC

Amy C. Halverson

CRD 3231087 · Named on Form ADV at one SEC-registered adviser

At a glance

Stillwater Asset Management, LLC, an SEC-registered private fund adviser based in Stillwater, MN with $701 million in regulatory assets, lists Amy C. Halverson on its Form ADV as Chief Financial Officer/chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Amy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Lena M. MotzChief Executive Officer/ Chief Investment Officer, Stillwater Asset Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Amy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.