Artesian Capital Management (Delaware) LP

RIASEC RegisteredEst. 2024
Total AUM
$37.7M
Discretionary
$37.7M
100% of AUM
Avg account
$12.6M
Accounts
3
Employees
7
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
325768
Registered since
March 18, 2024
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 55%, Public Funds/Mutual Funds 16%, State & Local Bonds 14%, Investment Grade Corp Bonds 13%, Cash & Cash Equivalents 2%55%
  • US Government Bonds55%
  • Public Funds/Mutual Funds16%
  • State & Local Bonds14%
  • Investment Grade Corp Bonds13%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Jeremy Colless

    Managing Partner and Chief Executive OfficerCRD 1880566

Contacts

3 of 4
  • Matthew Clunies-ross

    PartnerCRD 5072477

  • Mei Lee

    Partner, Head of OperationsCRD 7875165

  • John Mccartney

    John Mccartney

    PartnerCRD 4700389

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth