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 a small, institutional-focused limited partnership that manages concentrated discretionary portfolios and sponsors at least one pooled vehicle. The firm provides portfolio management for individuals, small businesses and investment companies and operates with a fee model that combines a percentage of assets under management and performance-based fees. Its filings show a clear orientation toward fixed-income instruments—particularly U.S. government debt—while also reflecting active involvement as a sponsor, general partner and managing member of alternative pooled vehicles. The adviser is SEC-registered (2024) and is structured for hands-on management rather than broad transactional brokerage: it reports direct discretionary control over its modest asset base and a client roster made up of a very small number of large accounts. The combination of SMA activity, custody at a major custodian and an advised hedge fund indicates the firm runs both traditional separately managed account work and alternative strategies under its governance.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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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