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
Artemis Real Estate Partners
Legal name Artemis Real Estate Partners, LLC
Latest filing Mar 31, 2026
First filing on the tape Feb 15, 2012 · 23 filings
SEC status approved since Mar 30, 2012
RAUM
$11B
reported, Item 5.F
Discretionary
74%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
64
61 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
30
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$11B as of Mar 31, 2026
Apr 1, 2013$750M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 1, 20130 then
Employees (5.A)64 as of Mar 31, 2026
Apr 1, 201314 then
Private funds30 as of Mar 31, 2026
Apr 1, 20134 then
RAUM +24% over the last fiscal year+14% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- 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
- unknownderivedHNW RAUM over HNW clients
- Average account
- $368MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 74%derivedof RAUM
- Institutional
- 1.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +24%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $2.7B, 14 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)
- 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$11B98%
- State and municipal entities$200M1.8%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 31reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.7B for 14 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.98 institutional_share=0.02 related_bd=true related_bank=true bd_reps=2.0derived
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
26 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- Parish Alexander Gilbert · Co-Chief Executive Officercontrolsince 05/2022 · owns less than 5%
- Lynn Deborah Harmon · Chief Executive Officercontrolsince 09/2009 · owns less than 5%
- J. James Hurley · Chief Compliance Officercontrolsince 03/2019 · owns less than 5%
- Chad Patterson · Chief Financial Officercontrolsince 08/2021 · owns less than 5%
- Lynn Deborah Harmon · Membercontrolsince 08/2010 · owns 75% or more of Dlh Capital, LLC
Entity owners
- Pythia Partners LLC · Memberdirect · owns 75% or more
- Arep Investors, L.L.C. · Memberindirect · owns 25% to 50% of Light & Hunt Holdings, LLC
- Dlh Capital, LLC · Memberindirect · owns 25% to 50% of Light & Hunt Holdings, LLC
- Horton Trust Company LLC · Trusteeindirect · owns F of Ppg 2008 Trust
- Light & Hunt Holdings, LLC · Managing Memberindirect · owns 75% or more of Pythia Partners LLC
- Ppg 2008 Trust · Memberindirect · owns 75% or more of Ppg Investors, L.L.C.
- Ppg Investors, L.L.C. · Memberindirect · owns 75% or more of Arep Investors, L.L.C.
Related persons
Schedule D 7.A
- Artemis Real Estate Partners Credit Opportunities Fund Gp, LLCpooled vehicle sponsory
- Artemis Real Estate Partners Debt Fund Gp, LLCpooled vehicle sponsory
- Artemis Real Estate Partners Fund Gp, LLCpooled vehicle sponsory
- Artemis Real Estate Partners Fund II Gp, LLCpooled vehicle sponsory
- Artemis Real Estate Partners Fund III Gp, LLCpooled vehicle sponsory
- Artemis Real Estate Partners Fund IV Gp, LLCpooled vehicle sponsory
- Artemis Real Estate Partners Healthcare Fund I Gp, LLCpooled vehicle sponsory
- Artemis Real Estate Partners Healthcare Fund II Gp, LLCpooled vehicle sponsory
- Artemis Real Estate Partners Healthcare Fund II Sidecar-C Gp, LLCpooled vehicle sponsory
- Artemis Real Estate Partners Income And Growth Fund Gp, LLCpooled vehicle sponsory
- Cre Legal Advisors, LLCn
- Crptf - Artemis Transition Assets Gp Holdings, LLCpooled vehicle sponsory
- Great Falls Advisors, LLCinsurancen
Offices
Schedule D 1.F, the 25 largest
- New York, NY14 employees
- Los Angeles, CA11 employees
- Atlanta, GA7 employees
What changed
consecutive filings, newest first
- Accounts · 26 to 31Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 62 to 61Mar 31, 2025 to Mar 31, 2026
- BD registered reps · 0 to 2Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 25 to 30Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $2.7B to $2.7BMar 31, 2025 to Mar 31, 2026
- Employees · 66 to 64Mar 31, 2025 to Mar 31, 2026
- Private funds · 25 to 30Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $6.3B to $8.5BMar 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $2.9B to $2.9BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $9.0B to $11BMar 31, 2025 to Mar 31, 2026
- RAUM · $9.2B to $11BMar 31, 2025 to Mar 31, 2026
- Advisory employees · 57 to 62Mar 29, 2024 to Mar 31, 2025
- Assets in custody · $2.8B to $2.7BMar 29, 2024 to Mar 31, 2025
- Employees · 61 to 66Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $5.5B to $6.3BMar 29, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $3.0B to $2.9BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $8.3B to $9.0BMar 29, 2024 to Mar 31, 2025
- RAUM · $8.5B to $9.2BMar 29, 2024 to Mar 31, 2025
- Related adviser · false to trueMar 29, 2024 to Mar 31, 2025
- Related bank · false to trueMar 29, 2024 to Mar 31, 2025
- Related broker-dealer · false to trueMar 29, 2024 to Mar 31, 2025
- Accounts · 23 to 26Mar 31, 2023 to Mar 29, 2024
- Advisory employees · 45 to 57Mar 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 22 to 25Mar 31, 2023 to Mar 29, 2024
- Assets in custody · $2.1B to $2.8BMar 31, 2023 to Mar 29, 2024
- Employees · 49 to 61Mar 31, 2023 to Mar 29, 2024
- Private funds · 22 to 25Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $5.5B to $5.5BMar 31, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $2.3B to $3.0BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $7.5B to $8.3BMar 31, 2023 to Mar 29, 2024
- RAUM · $7.7B to $8.5BMar 31, 2023 to Mar 29, 2024
- Accounts · 22 to 23Nov 3, 2022 to Mar 31, 2023
- Advisory employees · 35 to 45Nov 3, 2022 to Mar 31, 2023
- Pooled vehicle clients · 21 to 22Nov 3, 2022 to Mar 31, 2023
- Assets in custody · $2.2B to $2.1BNov 3, 2022 to Mar 31, 2023
- Employees · 44 to 49Nov 3, 2022 to Mar 31, 2023
- Private funds · 21 to 22Nov 3, 2022 to Mar 31, 2023
- Discretionary RAUM · $4.6B to $5.5BNov 3, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $2.4B to $2.3BNov 3, 2022 to Mar 31, 2023
Signals
7 dated events
- Artemis Real Estate Partners reported RAUM $6.9B, up 48% from $4.7B (2021-11-15 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Joseph Richard Banjo (Member) no longer on Schedule A of Artemis Real Estate Partners (listed 2021-09-23, absent 2021-11-15)Nov 15, 2021 · Control person left · inference
- Chad Patterson (Chief Financial Officer) appeared on Schedule A of Artemis Real Estate PartnersSep 23, 2021 · Control person joined · fact
- Bradley Berkley (Chief Financial Officer) no longer on Schedule A of Artemis Real Estate Partners (listed 2021-03-31, absent 2021-09-23)Sep 23, 2021 · Control person left · inference
- Tattersall Alison Hawkins (Member) no longer on Schedule A of Artemis Real Estate Partners (listed 2020-03-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- J. James Hurley (Chief Compliance Officer) appeared on Schedule A of Artemis Real Estate PartnersMar 29, 2019 · Control person joined · fact
- Artemis Real Estate Partners reported RAUM $2.9B, up 36% from $2.2B (2017-03-31 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/artemis-real-estate-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- ARTEMISREP.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 240-235-2022reportedpublic record, Form ADV, Mar 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
Across the graphs
Artemis Real Estate Partners is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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