ARTIENCE CAPITAL MANAGEMENT, LLC
Adviser information for ARTIENCE CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 26th, 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 | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 114 | $100.8M |
| Non-Discretionary | 1 | $24.4M |
| Total | 115 | $125.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 6 | $376,000 |
| HNW Individuals | 23 | $124.2M |
| 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 | <5 | $614,278 |
| 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 | 8 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-128601 |
|---|---|
| SEC ERA File Number | 801-128601 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 150762 |
| Legal Entity Identifier | None |
Principal Office
234 JOB'S CANYON CT.GARDNERVILLE
NV
United States
Monday - Friday, 0700:16:00
Tel: (800) 337-0353, Fax: (800) 337-1332
Websites
Chief Compliance Officer
KIM NORDMO
CHIEF INVESTMENT OFFICER
234 JOBS CANYON CT.
GARDNERVILLE
NV
United States
Tel:
(800) 337-0353
Fax:
(800) 337-1332
K*********@******************M
(Full email address available in API data)
Regulatory Contact
JAMES E. GRAND
ATTORNEY-IN-FACT
455 MARKET STREET
SUITE 1940
SAN FRANCISCO
CA
United States
Tel:
415-644-9501
Fax:
415-644-9505
J*****@***********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 |
|---|---|---|---|---|---|
| NORDMO, KIM, TRACY | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 08/2009 | > 75% |