ARTEMIS CAPITAL PARTNERS
ARTEMIS CAPITAL PARTNERS MANAGEMENT CO., LLC Legal Name
Adviser information for ARTEMIS CAPITAL PARTNERS last updated from Form ADV on March 29th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 3 | $202.2M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $202.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $202.2M |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-124801 |
|---|---|
| SEC ERA File Number | 801-124801 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 285607 |
| Legal Entity Identifier | None |
Principal Office
160 FEDERAL STREET23RD FLOOR
BOSTON
MA
United States
Monday - Friday, 9-5
Tel: 857-327-5606, Fax: None
Chief Compliance Officer
LAUREN MAROLDA
CFO
160 FEDERAL STREET
23RD FLOOR
BOSTON
MA
United States
Tel:
857-327-5606
L*******@************M
(Full email address available in API data)
Regulatory Contact
JAMES WARD
PARTNER & CEO
160 FEDERAL STREET
23RD FLOOR
BOSTON
MA
United States
Tel:
857-327-5606
J****@************M
(Full email address available in API data)
Industry Affiliates
| ARTEMIS CAPITAL ASSOCIATES II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARTEMIS CAPITAL ASSOCIATES III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARTEMIS CAPITAL ASSOCIATES, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ARTEMIS CAPITAL PARTNERS I, L.P. | Private Equity Fund | $2.6M | $0.2M | 43 |
| ARTEMIS CAPITAL PARTNERS II, L.P. | Private Equity Fund | $21.6M | $0.2M | 77 |
| ARTEMIS CAPITAL PARTNERS III, L.P. | Private Equity Fund | $178.0M | $0.5M | 49 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WARD, JAMES, F. | Individual | – | PARTNER & CEO | 10/2014 | < 5% |
| Hunter, Peter, Alexander | Individual | – | PARTNER & CHAIR | 01/2010 | > 75% |
| MAROLDA, LAUREN, MICHELLE | Individual | – | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | 01/2022 | < 5% |