Artisan Partners Limited Partnership
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Overview
Artisan Partners Limited Partnership is a financial advisor company located in Milwaukee, Wisconsin. Artisan Partners Limited Partnership controls $128.7 billion in total assets across 272 client accounts, making it one of the biggest investment advisory firms in the country by assets under management (AUM). The firm has a large group, including 114 financial advisors. Artisan Partners Limited Partnership does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are tradable financial investments like stocks, options and bonds.
Artisan Partners Limited Partnership manages all of the company's accounts on a discretionary basis. Discretionary management signifies that transaction choices for the client's account are made by an investment advisor without requiring client consent. The investment advisory firm's typical account size is $474.3 million. The typical financial advisor at Artisan Partners Limited Partnership administers around two client accounts, making it one of the most personalized advisor firms in the country.
The company's main office is at 875 East Wisconsin Avenue, Milwaukee, Wisconsin 53202. The firm is allowed to provide services to customers across a few states, including Colorado, Florida, Georgia, Massachusetts and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Artisan Partners Limited Partnership by the Numbers
$128.7 billion
483
272
$473.1 million
Fee Structure
Fees charged by financial advisors typically vary depending on the financial services provided. Fees billed by Artisan Partners Limited Partnership likely consist of any combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm manages money for a number of different clients. The company provides services to high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, sovereign wealth funds, corporations and other. Out of its 272 accounts, Artisan Partners Limited Partnership's largest client group by number of accounts is pension plans, though it also caters to seven high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 25% of its customers are from outside of the U.S.
- High-Net-Worth Individuals* - 2.6%
- Other Individuals - 0%
- Corporations - 90.71%
- Charitable Organizations - 6.69%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Artisan Partners Limited Partnership does not have any disclosures.
Please visit its Form ADV for more details.
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