Stillwater asset management

Stillwater Asset Management is a privately held, woman-owned boutique asset management firm founded in 2017 by Lena Motz, based in Stillwater, United States, with 11-50 employees led by a compact executive team covering investment, operating, and client-facing functions.

Company typePrivate
Founded2017
HeadquartersStillwater, United States
Headcount11–50
GTM typeB2B
OfferingServices

What Stillwater asset management does

Stillwater Asset Management, LLC is a privately held, for-profit asset management firm founded in 2017 by Lena Motz as a woman-owned enterprise. The firm is headquartered in Stillwater, United States, operates with a headcount in the 11-50 range, and is led by a compact executive team consisting of Lena Motz (Founding Principal, CEO and CIO), Richard A. Buckland (CFO and COO), and Raemi Gubrud (Managing Director). Its stated positioning as a woman-owned manager is the principal differentiator carried in public-facing material, suggesting a focus on capturing institutional and intermediary mandates where diversity-of-ownership credentials carry allocation weight.

No further information on investment strategies, asset classes, vehicles, AUM, fee structure, client segments, geographic footprint beyond headquarters, or platform technology is available in the provided sources. The company's public website currently renders only a verification/loading page, and the only associated news reference concerns an unrelated entity (Irving Langer, a NYC apartment landlord). Consequently, the operational mechanics of the firm — portfolio construction process, distribution channels, performance track record, and technology stack — cannot be characterized from the available data. Any conclusion about scale, revenue trajectory, or product breadth would not be evidence-grounded and is therefore omitted.

From an investment-analyst standpoint, what can be stated is that Stillwater presents as a small, founder-led boutique with the structural attributes of a relationship-driven asset manager: limited headcount, a unified C-suite covering investment and operating functions, and a certified ownership status that can be deployed as a marketing credential with allocators running diverse-manager mandates.

Stillwater asset management firmographics

Firmographics

Name: Stillwater asset management
Website: https://stillwaterasset.com
Company type: Private
Founded year: 2017
Headcount range: 11–50 employees
Short description: Stillwater Asset Management is a privately held, woman-owned boutique asset management firm founded in 2017 by Lena Motz, based in Stillwater, United States, with 11-50 employees led by a compact executive team covering investment, operating, and client-facing functions.
Ownership category
akta.pro rank

Stillwater asset management industry classification

Industry

Product category: Asset Management
NAICS: Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC: Finance Services (6199)
akta.pro primary industry: Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
akta.pro secondary industry: Financial Planning–Led RIAs (FSAAACAB)

Keywords

Asset management
Investment management
Portfolio management
Wealth advisory
Investment advisory

Where Stillwater asset management is headquartered

Location

Headquarters

HQ city: Stillwater
HQ country: United States
HQ region: North America

Markets served

Stillwater asset management business model

Business model

GTM type: B2B
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D

Stillwater asset management product offering

Product offering

Core offering

Stillwater Asset Management is a woman-owned asset management firm that delivers investment management services. The firm is led by its founder Lena Motz as Founding Principal, CEO and CIO, supported by a CFO/COO and Managing Director, indicating end-to-end portfolio management, operational, and client-facing investment capabilities.

Differentiator

Problem solved

Functional benefit

Products and services

Investment Management Services

Companies that use Stillwater asset management

Customer profile

Ideal customer profiles1 record

Stillwater asset management technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Stillwater asset management partnerships and signals

Strategic signal

Recent moves2 records

Stillwater asset management competitors and assessment

Company assessment

Direct peers

GenTrust: Independent, employee-owned RIA offering personalized wealth management. Closely comparable in structure (independently owned, fee-based, personalized portfolios) and similar target client segment.
Creative Planning: Large, founder-led independent RIA offering comprehensive wealth management. Comparable business model and fee structure; relevant as a benchmark for organic scaling and as an active RIA acquirer.
Cerity Partners: Wealth management and institutional advisory firm built via RIA rollups. Comparable as a fee-based portfolio manager and a likely roll-up consolidator for boutiques like Stillwater.
Bessemer Trust: Private, multigenerational wealth and investment management firm serving ultra-HNW families. Comparable as a privately held, relationship-driven RIA, though at the high end of the HNW market.

Broad incumbents

Edelman Financial Engines: Large independent RIA combining financial planning with portfolio management for mass-affluent and HNW clients. Comparable offering mix to a boutique RIA like Stillwater, but with national scale and an integrated planning-led model.
Fisher Investments: Large independent RIA serving high-net-worth and institutional clients with discretionary portfolio management. Directly comparable in business model (fee-based, portfolio-centric) but at materially greater scale than Stillwater.
Northwestern Mutual Wealth Management: Large-scale wealth management arm of a national insurance/financial services group. Overlaps with Stillwater in advisory services for HNW households but is part of a much broader financial product portfolio.

Others

Wespath Benefits: Faith-based institutional investment manager. Not a direct competitor, but adjacent — illustrates how mission-aligned ownership structures (similar to Stillwater's woman-owned positioning) are used in the asset management industry.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

Stillwater asset management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Stillwater asset management leadership team

Management profile

Number of profiles

Profiles3 records

Stillwater asset management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Stillwater asset management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stillwater asset management

What does Stillwater asset management do?

Is Stillwater asset management a public or private company?

Stillwater asset management is a private company. It is classified as founder individual operated bootstrapped.

When was Stillwater asset management founded?

Stillwater asset management was founded in 2017. It employs 11 to 50 people.

Where is Stillwater asset management based?

Stillwater asset management is headquartered in Stillwater, United States, in the North America region.

Who are Stillwater asset management's main competitors?

Direct peers on record are GenTrust, Creative Planning, Cerity Partners and Bessemer Trust. Broad incumbents are Edelman Financial Engines, Fisher Investments and Northwestern Mutual Wealth Management. Wespath Benefits is listed as an others.

Does Stillwater asset management have an API?

No public API is recorded for Stillwater asset management.

What industry is Stillwater asset management in?

Stillwater asset management's product category is Asset Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6199.