DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Artisan Partners Limited Partnership
Latest filing Aug 31, 2026
First filing on the tape Mar 29, 2012 · 45 filings
SEC status approved since Apr 9, 2009
RAUM
$184B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$64.1M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
496
114 advisory (5.B.1)
Offices
16
beyond the principal office
Private funds
10
reported on Schedule D
History
45 filings and snapshots on the tape
RAUM$184B as of Aug 31, 2026
Mar 29, 2012$66B then
HNW client RAUM$64.1M as of Aug 31, 2026
Mar 29, 2018$111M then
State-registered IARs (5.B.3)0 as of Aug 31, 2026
Apr 1, 20130 then
Employees (5.A)496 as of Aug 31, 2026
Apr 1, 2013269 then
Private funds10 as of Aug 31, 2026
Mar 29, 20121 then
RAUM +13% over the last fiscal year+13% a year over threeIARs 0 to 0offices 17 to 16
Practice profile
derived from the filing of Aug 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $9.2MderivedHNW RAUM over HNW clients
- Average account
- $720MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 17%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived17 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 5.G
- Custody
- $3.6B, 26 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$91B50%
- Pooled investment vehicles$60B33%
- Pension and profit-sharing plans$12B6.8%
- State and municipal entities$7.8B4.3%
- Sovereign wealth funds$4.9B2.7%
- Charitable organizations$4.9B2.7%
- Insurance companies$737M0.4%
- Corporations and businesses$413M0.2%
- High-net-worth individuals$64.1M0.0%
- Individual clients
- 0reported
- HNW clients
- 7reported
- Pension plan clients
- 68reported
- Charitable clients
- 14reported
- Accounts
- 255reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.6B for 26 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.82 institutional_share=0.17 related_bd=true related_bank=true bd_reps=99.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
20 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Artisan Global Opportunities Fundno longer reported | Other Private Fund | $786M | 66 | Mar 31, 2015 |
| Antero Peak Long/Short Master Fund LP | Hedge Fund | $491M | 90 | Mar 29, 2018 |
| Artisan Emerging Markets Local Opportunities Fund LP | Hedge Fund | $443M | 2 | Nov 17, 2023 |
| Artisan US Focus Fundno longer reported | Other Private Fund | $395M | 62 | Mar 29, 2019 |
| Artisan Credit Opportunities Master Fund LP | Hedge Fund | $243M | 91 | Mar 29, 2018 |
| Artisan Sustainable Emerging Markets Fund LP | Other Private Fund | $193M | 23 | Mar 27, 2020 |
| Antero Peak Master Fund LP | Hedge Fund | $183M | 13 | Mar 27, 2021 |
| Artisan China Post-Venture Master Fund LP | Hedge Fund | $165M | 182 | May 27, 2021 |
| Artisan Global Opportunities Fund LP | Hedge Fund | $144M | 18 | Nov 23, 2022 |
| Artisan Developing World Fundno longer reported | Other Private Fund | $104M | 57 | Mar 27, 2021 |
| Artisan Emerging Markets Fundno longer reported | Other Private Fund | $62.2M | 3 | Mar 31, 2015 |
| Artisan International Explorer Fund LP | Hedge Fund | $55.4M | 32 | Mar 27, 2021 |
| Artisan Partners Launch Equity LPno longer reported | Hedge Fund | $50.5M | 12 | Mar 29, 2012 |
| Artisan Global Equity Fundno longer reported | Other Private Fund | $27.8M | 6 | Mar 19, 2014 |
| Artisan Sustainable Emerging Markets Fundno longer reported | Other Private Fund | $6.2M | 1 | Mar 29, 2019 |
| Artisan Global Discovery Fundno longer reported | Other Private Fund | $4.0M | 4 | Mar 29, 2018 |
| Artisan US Value Equity Fundno longer reported | Other Private Fund | $1.9M | 4 | Mar 19, 2014 |
| Artisan US Select Equity Fundno longer reported | Other Private Fund | $1.7M | 1 | Mar 27, 2021 |
| Artisan Dislocation Opportunities Master Fund LP | Hedge Fund | $0 | 0 | Nov 17, 2023 |
| Artisan Dislocation Opportunities (Eci) Master Fund LP | Hedge Fund | $0 | 0 | Nov 17, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Richard Eric Colson · Chief Executive Officercontrolsince 04/2013 · owns less than 5%
- James Charles Daley · Vice President, Chief Financial Officer And Treasurercontrolsince 04/2013 · owns less than 5%
- Anthony Christopher Defrancis · Global Chief Compliance Officercontrolsince 09/2023 · owns less than 5%
- A Jason Gottlieb · Presidentcontrolsince 02/2017 · owns less than 5%
- Stephen James Hamman · Vice Presidentcontrolsince 10/2013 · owns less than 5%
- Jon Christopher Krein · Vice Presidentcontrolsince 01/2020 · owns less than 5%
- Eileen Kwei · Vice Presidentcontrolsince 01/2021 · owns less than 5%
- Ann Lisa Moran · Vice President And Assistant Secretarycontrolsince 02/2023 · owns less than 5%
- Kenneth Gregory Ramirez · Vice Presidentcontrolsince 04/2013 · owns less than 5%
- Bentson Samuel Sellers · Vice Presidentcontrolsince 01/2021 · owns less than 5%
- Ellen Laura Simpson · Vice President And Secretarycontrolsince 11/2022 · owns less than 5%
- George Ryan Von Hoff · Vice President And Assistant Treasurercontrolsince 11/2022 · owns less than 5%
Entity owners
- Artisan Investments Gp LLC · General Partnerdirect · owns less than 5%
- Artisan Partners Holdings LP · Sole Member Of Artisan Investments Gp LLC And Limited Partner Of Artisan Partners Limited Partnershipdirect · owns 75% or more
- Artisan Partners Asset Management Inc. · General Partner Of Artisan Partners Holdings LPindirect · owns F of Artisan Partners Holdings LP · public reporting company
- Artisan Partners Holdings LP · Sole Member Of Artisan Investments Gp LLC And Limited Partner Of Artisan Partners Limited Partnershipindirect · owns 75% or more of Artisan Investments Gp LLC
Related persons
Schedule D 7.A
- Antero Peak Group Gp LLCpooled vehicle sponsorn
- Apel Financial Distribution Services Ltdbroker-dealern
- Artisan Credit Opportunities Gp LLCpooled vehicle sponsorn
- Artisan Dislocation Opportunities Gp LLCpooled vehicle sponsorn
- Artisan Emerging Markets Local Opportunities Gp LLCpooled vehicle sponsorn
- Artisan International Explorer Gp LLCpooled vehicle sponsorn
- Artisan Partners Asia Funds Gp LLCpooled vehicle sponsorn
- Artisan Partners Distributors LLCbroker-dealern
- Artisan Partners Gp LLCpooled vehicle sponsorn
- Artisan Partners Hong Kong Limitedinvestment advisern
- Artisan Partners Uk Llpinvestment advisern
Advisers that list Artisan Partners Limited Partnership as a related person
- 152711 n
Offices
Schedule D 1.F, the 25 largest
- Boston, MA14 employees
- Denver, CO11 employees
- San Francisco, CA11 employees
- New York, NY10 employees
- San Francisco, CA9 employees
- New York, NY6 employees
- Chicago, IL5 employees
- New York, NY5 employees
- Denver, CO5 employees
- New York, NY5 employees
- Boston, MA4 employees
- San Francisco, CA3 employees
- Chicago, IL3 employees
- Atlanta, GA3 employees
- Wilmington, DE2 employees
- Miami Beach, FL2 employees
- Miami, FL1 employees
What changed
consecutive filings, newest first
- Accounts · 267 to 255Jan 2, 2026 to Mar 31, 2026
- Advisory employees · 121 to 114Jan 2, 2026 to Mar 31, 2026
- BD registered reps · 103 to 99Jan 2, 2026 to Mar 31, 2026
- Charity clients · 17 to 14Jan 2, 2026 to Mar 31, 2026
- Pension plan clients · 76 to 68Jan 2, 2026 to Mar 31, 2026
- Pooled vehicle clients · 91 to 96Jan 2, 2026 to Mar 31, 2026
- Assets in custody · $2.6B to $3.6BJan 2, 2026 to Mar 31, 2026
- Employees · 511 to 496Jan 2, 2026 to Mar 31, 2026
- Private funds · 9 to 10Jan 2, 2026 to Mar 31, 2026
- Discretionary RAUM · $163B to $184BJan 2, 2026 to Mar 31, 2026
- HNW RAUM · $90.7M to $64.1MJan 2, 2026 to Mar 31, 2026
- Pension RAUM · $12B to $12BJan 2, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $50B to $60BJan 2, 2026 to Mar 31, 2026
- RAUM · $163B to $184BJan 2, 2026 to Mar 31, 2026
- Related bank · false to trueJan 2, 2026 to Mar 31, 2026
- Private funds · 8 to 9Jun 16, 2025 to Jan 2, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jun 16, 2025
- Other offices · 17 to 16Mar 31, 2025 to Jun 16, 2025
- Accounts · 259 to 267Dec 6, 2024 to Mar 31, 2025
- BD registered reps · 91 to 103Dec 6, 2024 to Mar 31, 2025
- Charity clients · 16 to 17Dec 6, 2024 to Mar 31, 2025
- Pension plan clients · 75 to 76Dec 6, 2024 to Mar 31, 2025
- Pooled vehicle clients · 85 to 91Dec 6, 2024 to Mar 31, 2025
- Assets in custody · $2.0B to $2.6BDec 6, 2024 to Mar 31, 2025
- Employees · 503 to 511Dec 6, 2024 to Mar 31, 2025
- Private funds · 10 to 8Dec 6, 2024 to Mar 31, 2025
- Discretionary RAUM · $151B to $163BDec 6, 2024 to Mar 31, 2025
- HNW RAUM · $82.1M to $90.7MDec 6, 2024 to Mar 31, 2025
- Pension RAUM · $12B to $12BDec 6, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $43B to $50BDec 6, 2024 to Mar 31, 2025
- RAUM · $151B to $163BDec 6, 2024 to Mar 31, 2025
- Accounts · 272 to 259Nov 17, 2023 to Mar 29, 2024
- Advisory employees · 114 to 121Nov 17, 2023 to Mar 29, 2024
- BD registered reps · 90 to 91Nov 17, 2023 to Mar 29, 2024
- Charity clients · 18 to 16Nov 17, 2023 to Mar 29, 2024
- Corporate clients · 6.0 to unsetNov 17, 2023 to Mar 29, 2024
- Pension plan clients · 83 to 75Nov 17, 2023 to Mar 29, 2024
- Pooled vehicle clients · 82 to 85Nov 17, 2023 to Mar 29, 2024
- Assets in custody · $2.0B to $2.0BNov 17, 2023 to Mar 29, 2024
- Employees · 483 to 503Nov 17, 2023 to Mar 29, 2024
Signals
13 dated events
- Anne Sarah Johnson (Vice President) no longer on Schedule A of Artisan Partners Limited Partnership (listed 2023-11-17, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Anthony Christopher Defrancis (Global Chief Compliance Officer) appeared on Schedule A of Artisan Partners Limited PartnershipSep 18, 2023 · Control person joined · fact
- Artisan Partners Limited Partnership reported RAUM $128.7B, down 27% from $175.8B (2022-11-23 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Ann Lisa Moran (Assistant Secretary) appeared on Schedule A of Artisan Partners Limited PartnershipMar 31, 2023 · Control person joined · fact
- Lynn Michelle Klein (Vice President) no longer on Schedule A of Artisan Partners Limited Partnership (listed 2022-11-23, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- George Ryan Von Hoff (Vice President) appeared on Schedule A of Artisan Partners Limited PartnershipNov 4, 2022 · Control person joined · fact
- Ellen Laura Simpson (Vice President) appeared on Schedule A of Artisan Partners Limited PartnershipNov 4, 2022 · Control person joined · fact
- Artisan Partners Limited Partnership reported RAUM $159.3B, up 31% from $121.9B (2020-10-01 to 2021-03-27)Mar 27, 2021 · RAUM change · derived
- Eileen Kwei (Vice President) appeared on Schedule A of Artisan Partners Limited PartnershipMar 27, 2021 · Control person joined · fact
- Lynn Michelle Klein (Vice President) appeared on Schedule A of Artisan Partners Limited PartnershipMar 27, 2021 · Control person joined · fact
- Bentson Samuel Sellers (Vice President) appeared on Schedule A of Artisan Partners Limited PartnershipMar 27, 2021 · Control person joined · fact
- Artisan Partners Limited Partnership reported RAUM $121.9B, up 26% from $97.1B (2019-10-01 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- Jon Christopher Krein (Vice President) appeared on Schedule A of Artisan Partners Limited PartnershipMar 27, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Artisan Partners Limited Partnership · Independent Sponsorsshared crd · capital_provider
- Artisan Partners Limited Partnership · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/artisan-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- artisancanvas.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 414-390-6100reportedpublic record, Form ADV, Aug 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026