Artisan Partners Limited Partnership
SEC-registered
Investment Adviser · Mega ($100B+)
CRD 150114
· SEC file 801-70101
· Milwaukee, WI
· www.linkedin.com
☆ Save with Pro
ADV data as of Mar 31, 2026
- Regulatory AUM
- $184B
- Discretionary
- $184B
- Clients
- 249
- Avg AUM / client
- $737M
- Accounts
- 255
- Employees
- 496
AUM over time
$66.5B
$184B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Asset allocation (SMA assets by investment type)
as of Mar 31, 2026
Exchange-traded equities
$156B
85%
Cash & equivalents
$12.9B
7%
Non-investment-grade bonds
$7.3B
4%
Other
$3.7B
2%
Sovereign bonds
$1.8B
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 7 | $64.1M | 0.03% |
| Investment companies | 30 | $90.8B | 49.4% |
| Pooled investment vehicles (non-investment companies) | 96 | $59.9B | 32.6% |
| Pension and profit sharing plans | 68 | $12.4B | 6.73% |
| Charitable organizations | 14 | $4.9B | 2.65% |
| State or municipal government entities | 19 | $7.8B | 4.26% |
| Insurance companies | Fewer than 5 clients | $737M | 0.4% |
| Sovereign wealth funds and foreign official institutions | 8 | $4.9B | 2.68% |
| Corporations and other businesses | Fewer than 5 clients | $413M | 0.22% |
| Other | 7 | $1.8B | 0.98% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $1.9B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Antero Peak Long/Short Master Fund Lp master | Hedge Fund | Cayman Islands | $491M | 90 |
| Artisan Emerging Markets Local Opportunities Fund Lp | Hedge Fund | Delaware | $443M | 2 |
| Artisan Credit Opportunities Master Fund Lp master | Hedge Fund | Cayman Islands | $243M | 91 |
| Artisan Sustainable Emerging Markets Fund Lp | Other Private Fund | Delaware | $193M | 23 |
| Antero Peak Master Fund Lp master | Hedge Fund | Cayman Islands | $183M | 13 |
| Artisan China Post Venture Master Fund Lp master | Hedge Fund | Cayman Islands | $165M | 182 |
| Artisan Global Opportunities Fund Lp | Hedge Fund | Delaware | $144M | 18 |
| Artisan International Explorer Fund Lp | Hedge Fund | Delaware | $55.4M | 32 |
| Artisan Dislocation Opportunities (Eci) Master Fund Lp master | Hedge Fund | Cayman Islands | $0 | 0 |
| Artisan Dislocation Opportunities Master Fund Lp master | Hedge Fund | Cayman Islands | $0 | 0 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Microsoft Corporation Savings Plus 401 K Plan Microsoft Corporation | 2024 | |
| Ubs Financial Services Inc. Pension Plan Ubs Financial Services Inc. | 2024 | |
| Ubs 401(k) Plan Trust Ubs Ag | 2024 | |
| Jersey Shore State Bank Retirement Plan Jersey Shore State Bank | 2024 | |
| Nxp 401(k) Retirement Plan Nxp Usa, Inc. | 2024 | |
| Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan Gabriel, Roeder, Smith & Company Holdings, Inc. | 2024 | |
| The Goldman Sachs 401(k) Plan The Goldman Sachs Group, Inc. | 2024 | |
| N. Atlantic States Carp. Pension Fund Bot Of The North Atlantic States Carpenters Pension Fund | 2024 | |
| N. Atlantic States Carp. Guaranteed Annuity Fund Bot Of The North Atlantic States Carpenters Guaranteed Annuity Fund | 2024 | |
| Franklin Mutual Profit Sharing Plan Franklin Mutual Insurance Company | 2024 |
People (12)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Colson, Eric, Richard | Chief Executive Officer | Apr 2013 (13y) | Less than 5% | |
| Daley, Charles, James | Vice President, Chief Financial Officer And Treasurer | Apr 2013 (13y) | Less than 5% | |
| Ramirez, Gregory, Kenneth | Vice President | Apr 2013 (13y) | Less than 5% | |
| Hamman, James, Stephen | Vice President | Oct 2013 (13y) | Less than 5% | |
| Gottlieb, Jason, A | President | Feb 2017 (10y) | Less than 5% | |
| Krein, Christopher, Jon | Vice President | Jan 2020 (7y) | Less than 5% | |
| Kwei, Eileen | Vice President | Jan 2021 (6y) | Less than 5% | |
| Sellers, Samuel, Bentson | Vice President | Jan 2021 (6y) | Less than 5% | |
| Simpson, Laura, Ellen | Vice President And Secretary | Nov 2022 (4y) | Less than 5% | |
| Von Hoff, Ryan, George | Vice President And Assistant Treasurer | Nov 2022 (4y) | Less than 5% | |
| Moran, Lisa, Ann | Vice President And Assistant Secretary | Feb 2023 (4y) | Less than 5% | |
| Defrancis, Christopher, Anthony | Global Chief Compliance Officer | Sep 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Artisan Partners Holdings Lp | Sole Member Of Artisan Investments Gp Llc And Limited Partner Of Artisan Partners Limited Partnership | Mar 2009 | A | 75% or more |
| Artisan Investments Gp Llc | General Partner | Mar 2009 | A | Less than 5% |
| Artisan Partners Holdings Lp | Sole Member Of Artisan Investments Gp Llc And Limited Partner Of Artisan Partners Limited Partnership | Mar 2009 | B | ≈ 0% – 5% via Artisan Investments Gp Llc |
| Artisan Partners Asset Management Inc. | General Partner Of Artisan Partners Holdings Lp | Mar 2013 | B | GP / trustee / elected manager of Artisan Partners Holdings Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Artisan Partners Holdings Lp: 75% – 100% of Artisan Investments Gp Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (10, $1.9B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Antero Peak Long/Short Master Fund Lp | Hedge Fund | $491M | $2.5M | 90 |
| Artisan Emerging Markets Local Opportunities Fund Lp | Hedge Fund | $443M | $5.0M | 2 |
| Artisan Credit Opportunities Master Fund Lp | Hedge Fund | $243M | $1.0M | 91 |
| Artisan Sustainable Emerging Markets Fund Lp | Other Private Fund | $193M | $2.0M | 23 |
| Antero Peak Master Fund Lp | Hedge Fund | $183M | $2.5M | 13 |
| Artisan China Post Venture Master Fund Lp | Hedge Fund | $165M | $2.5M | 182 |
| Artisan Global Opportunities Fund Lp | Hedge Fund | $144M | $2.0M | 18 |
| Artisan International Explorer Fund Lp | Hedge Fund | $55.4M | $2.5M | 32 |
| Artisan Dislocation Opportunities (Eci) Master Fund Lp | Hedge Fund | $0 | $5.0M | 0 |
| Artisan Dislocation Opportunities Master Fund Lp | Hedge Fund | $0 | $5.0M | 0 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (10)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Microsoft Corporation Savings Plus 401 K Plan | Microsoft Corporation | 123,878 | $65.6B | 01/01/2024 |
| Ubs Financial Services Inc. Pension Plan | Ubs Financial Services Inc. | 877 | $579M | 01/01/2024 |
| Ubs 401(k) Plan Trust | Ubs Ag | 24,260 | $10.2B | 01/01/2024 |
| Jersey Shore State Bank Retirement Plan | Jersey Shore State Bank | 23 | $25.5M | 01/01/2024 |
| Nxp 401(k) Retirement Plan | Nxp Usa, Inc. | 4,779 | $3.8B | 01/01/2024 |
| Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan | Gabriel, Roeder, Smith & Company Holdings, Inc. | 124 | $43.0M | 01/01/2024 |
| The Goldman Sachs 401(k) Plan | The Goldman Sachs Group, Inc. | 23,891 | $12.8B | 01/01/2024 |
| N. Atlantic States Carp. Pension Fund | Bot Of The North Atlantic States Carpenters Pension Fund | 16,341 | $5.1B | 01/01/2024 |
| N. Atlantic States Carp. Guaranteed Annuity Fund | Bot Of The North Atlantic States Carpenters Guaranteed Annuity Fund | 10,412 | $3.8B | 01/01/2024 |
| Franklin Mutual Profit Sharing Plan | Franklin Mutual Insurance Company | 120 | $31.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 4.34 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- BNY Mellon $13.5B (7% of AUM) Mar 2026
- Northern Trust $5.8B (3% of AUM) Mar 2026
- State Street $4.7B (3% of AUM) Mar 2026
- Fidelity Investments $3.4B (2% of AUM) Jan 2026
- J.P. Morgan $3.3B (2% of AUM) Jan 2026
- Fidelity Management Trust Company $2.9B (2% of AUM) Nov 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗