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ARTISAN PARTNERS LIMITED PARTNERSHIP

875 East Wisconsin Avenue
Suite 800
Milwaukee, Wisconsin 53202
Tel: 414-390-6100

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About ARTISAN PARTNERS LIMITED PARTNERSHIP

ARTISAN PARTNERS LIMITED PARTNERSHIP, formally registered with the SEC as ARTISAN PARTNERS LIMITED PARTNERSHIP. The firm was established in 04/09/2009. They have over 18 offices throughout the country.

ARTISAN PARTNERS LIMITED PARTNERSHIP is a Milwaukee, Wisconsin based Financial Planning firm with nearly $151,331,807,781 assets under management, offering retirement planning & investment advisory services to 259 clients. The firm is staffed with 503 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#150114
SEC#801-70101
Assets Managed by Firm$151,331,807,781
No. of Clients259
No. of Advisors503

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (MODEL DELIVERY PROGRAMS)

Firm Client Information

No. of ClientsAUM
Firm Total259$151,331,807,781
High net worth individuals7$82,076,316
Pension and profit sharing plans75$12,038,503,893
Charitable organizations16$4,647,469,317
Corporations or other businessesFewer than 5 clients$301,739,419

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