SourcingSourcing

ARTISAN PARTNERS LIMITED PARTNERSHIP

C22
CRD 150114·SEC 801-70101·MILWAUKEE, WI
AUM
$183.62B
$1B+
Est. Revenue
$1.84B
@ 1% on AUM
Est. EBITDA
$550.9M
@ 30% margin
Est. Deal Value
$4.41B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARTISAN PARTNERS LIMITED PARTNERSHIP
CRD
150114
SEC file #
801-70101
EIN
000000000
DBA names
Artisan Newco Limited PartnershipArtisan Partners Limited Partnership

Economics

AUM
$183.62B
AUM band
$1B+
AUM trajectory
'20'26
$97.09B → $183.62B▲ +89%
Client mix
Pooled Investment Vehicles96
Pension Profit Sharing Plans68
Investment Companies30
State Or Municipal Govt19
Charitable Organizations14

Operations

Employees (total)
496
Advisory staff (per ADV)
114
Advisory staff (5-yr trend)
'20'26
84 advisors → 114 advisors▲ +36%
Primary office
MILWAUKEE WI
Branches
Count1

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/artisan-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARTISAN PARTNERS HOLDINGS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
15
Control Persons
ARTISAN PARTNERS HOLDINGS
ARTISAN INVESTMENTS GP LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001359262
Edgar Registered
Yes
Edgar Filing Count
80
Edgar First Filing Date
2006-03-30
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
70
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001359262-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan23
Goldman Sachs15
Northern Trust14
State Street6
Morgan Stanley6
Edgar Addresses
Mailing
2755 SAND HILL ROAD, SUITE 200MENLO PARK, CA 94025
Business
2755 SAND HILL ROAD, SUITE 200MENLO PARK, CA 94025
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-11 · 0001359262-26-000004
13F-HR2026-02-03 · 0001359262-26-000001
Fee Schedule
Bracket I85
Bracket Xi7
Bracket Vii4
Bracket Xii2
Bracket V1
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (13)

13
COLSON, ERIC, RICHARD
Executive Officer · 2.5%
2285428
DALEY, CHARLES, JAMES
Executive Officer · 2.5%
1808224
DEFRANCIS, CHRISTOPHER, ANTHONY
Executive Officer · 2.5%
5869703
GOTTLIEB, JASON, A
Executive Officer · 2.5%
4328591
HAMMAN, JAMES, STEPHEN
Executive Officer · 2.5%
2767492
KREIN, CHRISTOPHER, JON
Executive Officer · 2.5%
4534130
KWEI, EILEEN
Executive Officer · 2.5%
6205593
MORAN, LISA, ANN
Executive Officer · 2.5%
4205024
RAMIREZ, GREGORY, KENNETH
Executive Officer · 2.5%
3094595
SELLERS, SAMUEL, BENTSON
Executive Officer · 2.5%
7355687
Simpson, Laura, Ellen
Executive Officer · 2.5%
7657844
Von Hoff, Ryan, George
Executive Officer · 2.5%
7169306
ZEHELEIN, ANNETTE, LOUISE
Executive Officer · 2.5%
2930823