Artesian Capital Management (Delaware) LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 325768
- Registered since
- March 18, 2024
- Website
- www.artesianinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies63.66%
- Charitable Organizations31.83%
- Pooled Investment Vehicles4.51%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Artesian Capital Management (Delaware) LP is organized as a Delaware limited partnership and is SEC-registered as of 2024. It operates as an institutional RIA that primarily serves institutional clients while also offering portfolio management services for individuals/small businesses and for investment companies. The firm charges both a percentage-of-AUM fee and performance-based fees, and it does not position itself as a capital allocator. On the activity side, Artesian serves as a sponsor, general partner, and managing member of pooled investment vehicles, which aligns with its use of performance-fee arrangements and its advisory role to private funds. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds55%
- Public Funds/Mutual Funds16%
- State & Local Bonds14%
- Investment Grade Corp Bonds13%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Jeremy Colless
Managing Partner and Chief Executive OfficerCRD 1880566
Contacts
3 of 4Matthew Clunies-ross
PartnerCRD 5072477
Mei Lee
Partner, Head of OperationsCRD 7875165

John Mccartney
PartnerCRD 4700389
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 499 Fashion Ave
- Time zone
- ET (UTC-5)
- Office locations
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