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.
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.
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 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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
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.