Artisan Partners Limited Partnership

RIASEC RegisteredEst. 2009

Total AUM

$184B

Discretionary

$184B

100% of AUM

Avg account

$720M

Accounts

255

Employees

496

Advisory reps

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

FINTRX

Overview

Artisan Partners Limited Partnership is a multi-strategy investment manager that operates across hedge fund and private equity structures while also managing pooled vehicles and separate accounts. The firm serves both individual and family clients as well as institutional investors, offering portfolio management for retail-size clients, pooled investment vehicles, investment companies, and businesses or institutions. It functions in sponsor and general partner roles for pooled vehicles and is registered to provide CPO/CTA services. Fee arrangements include percentage-of-AUM charges alongside performance-based fees. Artisan Partners identifies as an active ESG investor and maintains a mix of business activities and advisory services that reflect a multifaceted manager rather than a single-strategy allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities85%
Cash & Cash Equivalents7%
Non-Investment Grade Corp Bonds4%
Other2%
Sovereign Bonds1%

Owners & executives

3 of 4

Christopher Defrancis
Chief Compliance Officer & Global Head of ComplianceCRD 5869703
Eric Colson
Chief Executive OfficerCRD 2285428
Charles Daley
Executive Vice President, Chief Financial Officer and TreasurerCRD 1808224