Artemis Capital Partners
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Overview
Artemis Capital Partners operates as a financial advisor firm based in Boston, Massachusetts. It controls $223.6 million in assets under management across three client accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). It has a small group, including 6 financial advisors. Artemis Capital Partners is not a registered broker-dealer, meaning the firm is not able to 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 exchangable financial assets like options, stocks and bonds.
Artemis Capital Partners manages all of its client assets in a discretionary manner. Discretionary management is a structure in which transaction judgments for the client's account are made by an investment advisor without requiring client authorization. The advisory firm's typical account size is $74.5 million. The average advisor at Artemis Capital Partners oversees fewer than one client account, making it one of the most individualized financial advisor firms in the country.
The firm's main office is located at 160 Federal Street, Boston, Massachusetts 2110. The company is permitted to serve customers in the state of Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Artemis Capital Partners by the Numbers
$223.6 million
11
3
$74.5 million
Fee Structure
Fees for financial management typically are based on which service is provided. However, fees billed by the firm most likely include the following fee structures: asset-based or performance-based. Artemis Capital Partners does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
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
-
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
Artemis Capital Partners caters to pooled investment vehicles. Out of its three accounts, Artemis Capital Partners's biggest client group is pooled investment vehicles. None of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* 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
Artemis Capital Partners does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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