RIA Intelligence

CHERRY TREE FAMILY OFFICE LLC

CRD #145221 SEC #801-68481 MINNETONKA, MN 952-893-9012
SEC Registered
Total AUM
$251.1M
Discretionary
$251.1M
Employees
10
Clients
26
Accounts
194

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2008
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BORTNEM, JANE, MARIEICHIEF COMPLIANCE OFFICER, CFONA
BORTNEM, JANE, MARIEICHIEF COMPLIANCE OFFICER, CFONA
BORTNEM, JANE, MARIEICHIEF COMPLIANCE OFFICER, CFONA
CHRISTIANSON, ANTON, JOSEPHICHAIRMANNA Control
CHRISTIANSON, ANTON, JOSEPHICHAIRMANNA Control
CHRISTIANSON, ANTON, JOSEPHICHAIRMANNA Control
SALLSTROM, BRENDA, BOULEYICIO, MANAGING DIRECTORNA Control
SALLSTROM, BRENDA, BOULEYICIO, MANAGING DIRECTORNA Control
SALLSTROM, BRENDA, BOULEYICIO, MANAGING DIRECTORNA Control
SAND, JAMES, ALLENIMANAGING DIRECTORNA Control
SAND, JAMES, ALLENIMANAGING DIRECTORNA Control
SAND, JAMES, ALLENIMANAGING DIRECTORNA Control
STEENSLAND, RYAN, DAVIDIMANAGING DIRECTORNA Control
STEENSLAND, RYAN, DAVIDIMANAGING DIRECTORNA Control
STEENSLAND, RYAN, DAVIDIMANAGING DIRECTORNA Control
STOFER, GORDON, FAIRCHILDIPRESIDENT, CEO, GOVERNORNA Control
STOFER, GORDON, FAIRCHILDIPRESIDENT, CEO, GOVERNORNA Control
CHERRY TREE COMPANIES LLCDEMEMBERE Control
CHERRY TREE COMPANIES LLCDEMEMBERE Control
ADAM SMITH COMPANIES LLCDEMEMBERD Control
STOFER, GORDON, FAIRCHILDIMEMBER, CEO, GOVERNORD Control
CHERRY TREE INVESTMENTS INC.DEMEMBERC Control
CHERRY TREE INVESTMENTS INC.DEMEMBERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CHRISTIANSON, ANTON, JOSEPHIADAM SMITH COMPANIES LLCE Control
CHRISTIANSON, ANTON, JOSEPHIADAM SMITH COMPANIES LLCE Control
ADAM SMITH COMPANIES LLCDECHERRY TREE COMPANIES LLCD Control
ADAM SMITH COMPANIES LLCDECHERRY TREE INVESTMENTS INC.D Control
ADAM SMITH COMPANIES LLCDECHERRY TREE COMPANIES LLCD Control
ADAM SMITH COMPANIES LLCDECHERRY TREE INVESTMENTS INC.D Control
STOFER, GORDON, FAIRCHILDICHERRY TREE COMPANIES LLCD Control
STOFER, GORDON, FAIRCHILDICHERRY TREE INVESTMENTS INC.D Control
STOFER, GORDON, FAIRCHILDICHERRY TREE COMPANIES LLCD Control
STOFER, GORDON, FAIRCHILDICHERRY TREE INVESTMENTS INC.D Control

Registrations

Federal

IA
Mar 28, 2008 REGISTERED

Notice Filings (2)

MN TX

Address

301 CARLSON PARKWAY, SUITE 103
MINNETONKA, MN 55305
USA
Phone: 952-893-9012