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Artisan Partners Limited Partnership (Milwaukee)


Artisan Partners Limited Partnership is a large advisory firm based in Milwaukee. It manages $97.09 billion of regulatory assets for 239 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Florida, Georgia, and Wisconsin.

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Artisan Partners Limited Partnership provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Artisan Partners Limited Partnership: assets under management

The assets under management (AUM) of Artisan Partners Limited Partnership is $97.09 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 794% since the beginning of its operation, and $20.46 billion of the total AUM is attributable to clients outside of the United States.


The firm manages $97.09 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $406.23 million each.
Artisan Partners Limited Partnership has custody of $364.47 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Artisan Partners Limited Partnership for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Artisan Partners Limited Partnership serves?

The firm provides services to investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Artisan Partners Limited Partnership is investment companies with 24 clients and $47.75 billion of assets under management. Among the 10 most similar advisory firms, Artisan Partners Limited Partnership has the 3rd highest percentage of investment companies out of all clients.


The amount of regulatory assets under management is $92.6 billion for 218 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 21% of the firm’s clients are foreign persons or businesses.

Artisan Partners Limited Partnership also advises several private funds. Namely, two hedge funds and four other private funds. The minimum investment commitment required of non-related persons ranges from $2,000,000 to $5,000,000.

Careers at Artisan Partners Limited Partnership

The company employs 378 people that are either part- or full-time employees. 22 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Jason A Gottlieb joined the executive team most recently as the Vice President.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Artisan Investment Corporation General partner 1 Nov 1994 25% - 50% 39-1807187
F. Warren Hellman & Patricia Christina Hellman Trustees Hellman Family Revocable Trust Limited partner 1 Nov 1994 Other xxx-xx-xxxx
Tully M. Friedman Revocable Trust Uad 1/3/80 Limited partner 1 Nov 1994 Other xxx-xx-xxxx
Frog & Peach Investors Llc Limited partner 1 Nov 1994 Other 94-3117687
Shv Special Purpose L.P. Limited partner 1 Nov 1994 Other 77-0414716
Andrew Arthur Ziegler Chief executive officer 1 Nov 1994 Other 2134112
Matthew Reed Barger Limited partner 1 Nov 1994 Other 1199672
Thomas Fahr Steyer Limited partner 1 Nov 1994 Other 1233313
Arthur Rock Limited partner 1 Nov 1994 Other 1510336
The Pisces Fund Limited partner 1 Nov 1994 Other 94-3168926
Lawrence Andrew Totsky Chief financial officer 1 Feb 1998 Other 1849581
Janet Denney Olsen General counsel 1 Nov 2000 Other 4312346
Mark L Yockey Limited partner 1 Dec 2000 Other 3068244
Andrew Craig Stephens Limited partner 1 Dec 2002 Other 1576684
Brooke Jay Billick Chief compliance officer 1 Feb 2003 Other 2597484
Brooke Jay Billick Chief compliance officer 1 Feb 2004 Other 2597484
Karen Louise Guy Vice president of general partner 1 Nov 2004 Other 3250566
Aplp Holdings Llc Limited partner 1 Jul 2006 Other 20-5014189
Eric Richard Colson Vice president of general partner 1 Mar 2007 Other 2285428
Artisan Partners Holdings Lp Sole member of artisan investments gp llc and limited partner of artisan partners limited partnership 1 Mar 2009 75% - 100% 39-1807188
Artisan Investments Gp Llc General partner 1 Mar 2009 Other 26-4586184
Andrew Arthur Ziegler Chief executive officer 1 Mar 2009 Other 2134112
Janet Denney Olsen General counsel 1 Mar 2009 Other 4312346
Brooke Jay Billick Chief compliance officer 1 Mar 2009 Other 2597484
Lawrence Andrew Totsky Chief financial officer 1 Mar 2009 Other 1849581
Karen Louise Guy Vice president of general partner 1 Mar 2009 Other 3250566
Eric Richard Colson Vice president of general partner 1 Mar 2009 Other 2285428
Andrew Arthur Ziegler Executive chairman of general partner 1 Jan 2010 Other 2134112
Eric Richard Colson Chief executive officer; president and chief executive officer of general partner 1 Jan 2010 Other 2285428
Lawrence Andrew Totsky Senior vice president; senior vice president of general partner 1 Aug 2010 Other 1849581
Charles James Daley Chief financial officer; chief financial officer and treasurer of general partner 1 Aug 2010 Other 1808224
Sarah Anne Johnson Vice president; vice president of general partner 1 Aug 2010 Other 4577018
Gregory Kenneth Ramirez Vice president; vice president of general partner 1 Aug 2010 Other 3094595
Brooke Jay Billick Compliance officer - us mutual funds 1 Jan 2012 Other 2597484
Sarah Anne Johnson Chief compliance officer and associate counsel; vice president of general partner 1 Jan 2012 Other 4577018
Andrew Arthur Ziegler Executive chairman of general partner of artisan partner holdings lp 1 Mar 2013 Other 2134112
Eric Richard Colson President and chief executive officer 1 Apr 2013 Other 2285428
Charles James Daley Chief financial officer and treasurer 1 Apr 2013 Other 1808224
Gregory Kenneth Ramirez Vice president and assistant treasurer 1 Apr 2013 Other 3094595
Dean Jarvis Patenaude Vice president 1 Apr 2013 Other 2248840
Janet Denney Olsen General counsel; vice president and secretary 1 Apr 2013 Other 4312346
Sarah Anne Johnson Vice president and associate counsel 1 Apr 2013 Other 4577018
James Stephen Hamman Vice president and associate counsel 1 Apr 2013 Other 2767492
K. Robert John Batchelor Vice president 1 Apr 2013 Other 2763626
George Djurasovic Chief compliance officer and associate counsel 1 Sep 2013 Other 4228028
Sarah Anne Johnson Vice president and secretary 1 Oct 2013 Other 4577018
James Stephen Hamman Vice president and assistant secretary 1 Oct 2013 Other 2767492
Jason A Gottlieb Vice president 1 Feb 2017 Other 4328591

Indirect Owners

The SEC currently registers 64 indirect owners.

Name Entity Date acquired Ownership Employer ID
Tully Michael Friedman Trustee of the tully m friedman revocable trust uad 1/3/80 1 Jan 1980 Other 214743
Patricia C Hellman Trustee of the hellman family revocable trust 1 Dec 1981 Other 2122973
Frederick Warren Hellman Trustee of the hellman family revocable trust 1 Dec 1981 Other 1367884
Power Corporation Of Canada A Canadian Public Company Shareholder of 152245 canada inc. 1 Oct 1986 75% - 100% foreign entity
Paul Morrison Wythes Trustee of the wythes living trust (7/21/87) 1 Jul 1987 Other 4358899
Marsha Reed Wythes Trustee of the wythes living trust (7/21/87) 1 Jul 1987 Other 4358906
Matthew Reed Barger Manager of frog & peach investors llc 1 May 1990 Other 1199672
Frederick Warren Hellman Manager of frog & peach investors llc 1 May 1990 Other 1367884
John L Bunce Manager of frog & peach investors llc 1 May 1990 Other 1300356
Jr. Griffith Leonard Baker Limited partner of sutter hill partners l.p. 1 Jul 1991 25% - 50% 4357965
The Wythes Living Trust (7/21/87) General partner of sutter hill partners l.p. 1 Jul 1991 Other xxx-xx-xxxx
William S Fisher 1989 Insurance Trust Owner of the pisces fund 1 Nov 1992 25% - 50% 94-6622621
Robert J Fisher 1989 Insurance Trust Owner of the pisces fund 1 Nov 1992 25% - 50% 94-6622601
John J Fisher 1989 Insurance Trust Owner of the pisces fund 1 Nov 1992 25% - 50% 94-6622615
Robert John Fisher Trustee of the william s fisher 1989 insurance trust & the john j fisher 1989 insurance trust 1 Nov 1992 Other 4355658
John Joseph Fisher Trustee of the william s fisher 1989 insurance trust & the robert j fisher 1989 insurance trust 1 Nov 1992 Other 1859697
Carlene Murphy Ziegler Shareholder, director, officer of artisan investment corporation 1 Nov 1994 50% - 75% 2358847
David Lawrence Anderson General partner of shv special purpose l.p. 1 Jan 1995 Other 4357962
Jr. Griffith Leonard Baker General partner of shv special purpose l.p. 1 Jan 1995 Other 4357965
William H Younger General partner of shv special purpose l.p. 1 Jan 1995 Other 4357970
Tench Coxe General partner of shv special purpose l.p. 1 Jan 1995 Other 4357974
James Castle Gaither General partner of shv special purpose l.p. 1 Jan 1995 Other 2711394
Sutter Hill Partners L.P. Limited partner of shv special purpose l.p. 1 Jan 1995 25% - 50% 77-0287438
152245 Canada Inc. Limited partner of shv special purpose l.p. 1 Jan 1995 25% - 50% 98-0087311
The Younger Living Trust (1/20/95) General partner of sutter hill partners l.p. 1 Jan 1995 Other xxx-xx-xxxx
The Anderson Living Trust (1/22/98) Limited partner of sutter hill partners l.p. 1 Jan 1998 25% - 50% xxx-xx-xxxx
David Lawrence Anderson Trustee of the anderson living trust (1/22/98) 1 Jan 1998 Other 4357962
Tench Coxe Trustee of the coxe revocable trust u/a/d 4/23/98 1 Apr 1998 Other 4357974
Gregory P Sands General partner of shv special purpose l.p. 1 Jul 1999 Other 4357985
Matthew Reed Barger Manager of frog & peach investors llc 1 Oct 1999 Other 1199672
Frederick Warren Hellman Manager of frog & peach investors llc 1 Oct 1999 Other 1367884
John L Bunce Manager of frog & peach investors llc 1 Oct 1999 Other 1300356
John Lyman Bunce Manager of frog & peach investors llc 1 Oct 1999 Other 1300356
James New White General partner of shv special purpose l.p. 1 Jul 2001 Other 4518433
Philip Ulfsson Hammarskjold Manager of frog & peach investors llc 1 Jan 2002 Other 1406809
Patrick John Healy Manager of frog & peach investors llc 1 Jan 2002 Other 4380404
Mitchell Ross Cohen Manager of frog & peach investors llc 1 Jan 2002 Other 4380403
Georgia Lee Manager of frog & peach investors llc 1 Jan 2002 Other 4520956
Jr. George Leonard Baker Trustee of the baker revocable trust u/a/d 2/3/03 1 Feb 2003 Other 4357965
The Anderson Living Trust (1/22/98) Member of shsp partners, llc 1 Jul 2003 25% - 50% xxx-xx-xxxx
The Coxe Revocable Trust U/A/D 4/23/98 Member of shsp, llc 1 Jul 2003 25% - 50% xxx-xx-xxxx
Llc Shsp General partner of shv special purpose, l.p. 1 Jul 2003 Other 86-1087903
The Baker Revocable Trust U/A/D 2/3/03 Member of shsp partners, llc 1 Jul 2003 25% - 50% xxx-xx-xxxx
Llc Shsp Partners Limited partner of shv special purpose, l.p. 1 Jul 2003 25% - 50% 86-1087897
Matthew Reed Barger Managing member of hellman & friedman investors v, llc 1 Jun 2004 Other 1199672
Frederick Warren Hellman Managing member of hellman & friedman investors v, llc 1 Jun 2004 Other 1367884
Brian Mark Powers Managing member of hellman & friedman investors v, llc 1 Jun 2004 Other 1256905
Philip Ulfsson Hammarskjold Managing member of hellman & friedman investors v, llc 1 Jun 2004 Other 1406809
Thomas Fahr Steyer Managing member of hellman & friedman investors v, llc 1 Jun 2004 Other 1233313
Mitchell Ross Cohen Managing member of hellman & friedman investors v, llc 1 Jun 2004 Other 4380403
Patrick John Healy Managing member of hellman & friedman investors v, llc 1 Jun 2004 Other 4380404
Georgia Lee Managing member of hellman & friedman investors v, llc 1 Jun 2004 Other 4520956
David Randolph Tunnell Managing member of hellman & friedman investors v, llc 1 Jun 2004 Other 2280824
Allen Russell Thorpe Managing member of hellman & friedman investors v, llc 1 Jun 2004 Other 4771192
John Lyman Bunce Managing member of hellman & friedman investors v, llc 1 Jun 2004 Other 1300356
Jeffrey Alan Goldstein Managing member of hellman & friedman investors v, llc 1 Jun 2004 Other 1958140
L.P. H&F Brewer Aiv Member of aplp holdings llc 1 Jun 2006 75% - 100% 20-5035456
Llc Hellman & Friedman Investors V General partner of h&f brewer aiv, l.p. 1 Jun 2006 Other 01-0818596
Hellman & Friedman Llc Managing member of hellman & friedman investors v, llc 1 Sep 2006 Other 38-3708132
Andrew Arthur Ziegler Shareholder, director, officer of zfic, inc. 1 Mar 2007 50% - 75% 2134112
Carlene Murphy Ziegler Shareholder, director, officer of zfic, inc. 1 Mar 2007 50% - 75% 2358847
Inc. Zfic Sole shareholder of artisan investment corporation 1 Mar 2007 75% - 100% 20-8657690
Artisan Partners Asset Management Inc. General partner of artisan partners holdings lp 1 Mar 2013 Other 45-0969585
Inc. Artisan Partners Asset Management General partner of artisan partners holdings lp 1 Mar 2013 Other 45-0969585

Based in Milwaukee

The principal office where Artisan Partners Limited Partnership performs its advisory services is located at 875 East Wisconsin Avenue, Milwaukee, WI 53202, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 414-390-6100 or by fax 414-390-6139. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at artisanpartners.com.


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