ARTISAN PARTNERS LIMITED PARTNERSHIP
Firm details
- Headquarters
- MILWAUKEE, Wisconsin
- CRD number
- 150114
- Registered since
- April 9, 2009
- Website
- www.artisanpartners.com
- Custodians
- THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies49.45%
- Pooled Investment Vehicles32.6%
- Pension & Profit Sharing Plans6.73%
- State / Municipal Government4.26%
- Sovereign Wealth Funds2.68%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Artisan Partners Limited Partnership is organized as a limited partnership and operates across multiple investment strategies, including hedge fund and private equity approaches. The firm manages pooled vehicles and provides portfolio management services to individuals and small businesses, investment companies, pooled investment vehicles, and institutional clients. It acts in roles that include CPO/CTA and sponsor or managing member of pooled investment vehicles. Artisan Partners charges traditional asset-based fees alongside performance-based fees and identifies as an active ESG investor. Its client mix includes both individual and family clients as well as institutional investors.
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
- Exchange Traded Equities85%
- Cash & Cash Equivalents7%
- Non-Investment Grade Corp Bonds4%
- Other2%
- Sovereign Bonds1%
Owners & executives
3 of 4SAMUEL SELLERS
Chief Operating OfficerCRD 7355687
ERIC COLSON
Chief Executive OfficerCRD 2285428
CHRISTOPHER DEFRANCIS
Chief Compliance Officer & Global Head of ComplianceCRD 5869703
Contacts
3 of 9Laura Simpson
Executive Vice PresidentCRD 7657844
CHRISTOPHER KREIN
Head of Global Distribution Business IntelligenceCRD 4534130
JAMES HAMMAN
Executive Vice PresidentCRD 2767492
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$47.4M in ETFs
90%
$42.4M
0%
$5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK JUNIOR GOLD MINERS ETF (GDXJ) | VanEck | Passive | Equity Precious Metals | $34.2M | 284,690 | 72.16% |
Location
MILWAUKEE, WI
MILWAUKEE
Location
MILWAUKEE, WI
Headquartered in MILWAUKEE, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- MILWAUKEE
- Address
- 875 E Wisconsin Ave
- Time zone
- CT (UTC-6)
- Office locations
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