Artisan Partners Uk Llp
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
- 19
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Catholic Community Foundation Of Minnesota EIN 411744184 | Minnesota, MN | 06/30/2025 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Southern California Ufcw Unions And Food Employers Joint Pension Trust Fund Board Of Trustees, So Ca Ufcw Unions & Food Employers | 2024 | |
| Wells Fargo & Company Cash Balance Plan Wells Fargo & Company | 2024 | |
| Firstenergy Corp. Master Pension Plan Firstenergy Corp. | 2024 | |
| Nextera Energy, Inc. Employee Pension Plan Nextera Energy, Inc. | 2024 | |
| New York State Nurses Association Pension Plan Board Of Trustees New York State Nurses Association Pension Plan | Albany, NY | 2024 |
| The Southern Company Pension Plan Southern Company Services, Inc. | 2024 | |
| Wheeler Trucking, Inc. 401(k) Plan Wheeler Trucking, Inc. | 2024 | |
| Siemens Energy, Inc. Savings Plan Siemens Energy, Inc. | 2024 | |
| Massachusetts Laborers' Pension Fund Board Of Trustees Of Massachusetts Laborers' Pension Fund | 2024 | |
| Pha America, Inc. 401(k) Plan Pha America Inc | 2024 | |
| Massachusetts Laborers' Annuity Fund Bd. Of Trustees Of Mass. Laborers Annuity Fund | 2024 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| 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 Limited | Member | Dec 2009 | A | 75% or more |
| Artisan Partners Holdings Lp | Sole Shareholder Of Artisan Partners Limited | Dec 2009 | B | ≈ 56.25% – 100% via Artisan Partners Limited |
| 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 Partners Limited × 75% – 100% direct ≈ 56.25% – 100% 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.
Retirement plans served (11)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Southern California Ufcw Unions And Food Employers Joint Pension Trust Fund | Board Of Trustees, So Ca Ufcw Unions & Food Employers | 55,507 | $6.5B | 04/01/2024 |
| Wells Fargo & Company Cash Balance Plan | Wells Fargo & Company | 40,642 | $8.3B | 01/01/2024 |
| Firstenergy Corp. Master Pension Plan | Firstenergy Corp. | 12,279 | $6.5B | 01/01/2024 |
| Nextera Energy, Inc. Employee Pension Plan | Nextera Energy, Inc. | 15,485 | $5.3B | 01/01/2024 |
| New York State Nurses Association Pension Plan | Board Of Trustees New York State Nurses Association Pension Plan | 22,140 | $5.9B | 01/01/2024 |
| The Southern Company Pension Plan | Southern Company Services, Inc. | 26,369 | $15.3B | 01/01/2024 |
| Wheeler Trucking, Inc. 401(k) Plan | Wheeler Trucking, Inc. | 368 | $9.0M | 01/01/2024 |
| Siemens Energy, Inc. Savings Plan | Siemens Energy, Inc. | 11,052 | $4.0B | 01/01/2024 |
| Massachusetts Laborers' Pension Fund | Board Of Trustees Of Massachusetts Laborers' Pension Fund | 10,031 | $2.5B | 01/01/2024 |
| Pha America, Inc. 401(k) Plan | Pha America Inc | 199 | $3.4M | 01/01/2024 |
| Massachusetts Laborers' Annuity Fund | Bd. Of Trustees Of Mass. Laborers Annuity Fund | 13,601 | $2.3B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Catholic Community Foundation Of Minnesota | Public charity | $752M | 06/30/2025 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.42 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
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
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) ↗