ARTEMIS FINANCIAL ADVISORS
ARTEMIS FINANCIAL ADVISORS LLC Legal Name
Adviser information for ARTEMIS FINANCIAL ADVISORS last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 407 | $313.1M |
| Non-Discretionary | 0 | $0 |
| Total | 407 | $313.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $0 |
| HNW Individuals | 98 | $313.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 20 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-110255 |
|---|---|
| SEC ERA File Number | 801-110255 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 146203 |
| Legal Entity Identifier | None |
Principal Office
115 NEWBURY STREET, SUITE 302BOSTON
MA
United States
Monday - Friday, 9:00-5:00PM
Tel: 617-542-2420, Fax: 617-542-0011
Chief Compliance Officer
LEIGH BIVINGS
CHIEF EXECUTIVE
115 NEWBURY STREET, SUITE 302
BOSTON
MA
United States
Tel:
6175422420
L*******@******************M
(Full email address available in API data)
Regulatory Contact
ELIZABETH BIVINGS
CHIEF EXECUTIVE OFFICER
115 NEWBURY STREET, SUITE 302
BOSTON
MA
United States
Tel:
617-542-2420
L*******@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BIVINGS, ELIZABETH, LEIGH | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2023 | > 75% |
| MCQUIGGAN, KATHLEEN | Individual | – | WEALTH ADVISOR | 01/2019 | 10-25% |
| HASER, MARK, P | Individual | – | WEALTH ADVISOR | 01/2020 | 10-25% |