ARTEMIS REAL ESTATE PARTNERS
ARTEMIS REAL ESTATE PARTNERS, LLC Legal Name
Adviser information for ARTEMIS REAL ESTATE 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 | 61 |
|---|---|
| Investment Advisory/Research | 57 |
| 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 | 14 | $5.5B |
| Non-Discretionary | 12 | $3.0B |
| Total | 26 | $8.5B |
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 | 25 | $8.3B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $200.0M |
| 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 vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-74217 |
|---|---|
| SEC ERA File Number | 801-74217 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 160668 |
| Legal Entity Identifier | None |
Principal Office
5404 WISCONSIN AVENUESUITE 1000
CHEVY CHASE
MD
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 240-235-2022, Fax: 240-752-8726
Chief Compliance Officer
JIM HURLEY
GENERAL COUNSEL
5404 WISCONSIN AVENUE, SUITE 1000
CHEVY CHASE
MD
United States
Tel:
240-235-2024
Fax:
240-752-8726
J*********@*************M
(Full email address available in API data)
Industry Affiliates
| ARTEMIS REAL ESTATE PARTNERS CREDIT OPPORTUNITIES FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARTEMIS REAL ESTATE PARTNERS DEBT FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARTEMIS REAL ESTATE PARTNERS FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARTEMIS REAL ESTATE PARTNERS FUND II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARTEMIS REAL ESTATE PARTNERS FUND III GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARTEMIS REAL ESTATE PARTNERS FUND IV GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARTEMIS REAL ESTATE PARTNERS HEALTHCARE FUND I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARTEMIS REAL ESTATE PARTNERS HEALTHCARE FUND II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARTEMIS REAL ESTATE PARTNERS HEALTHCARE FUND II SIDECAR-C GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARTEMIS REAL ESTATE PARTNERS INCOME AND GROWTH FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CRE LEGAL | Lawyer or law firm |
| CRPTF - ARTEMIS TRANSITION ASSETS GP HOLDINGS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREAT FALLS | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ARTEMIS MACH I MEMBER, LLC | Real Estate Fund | $1.4M | $0.0M | 18 |
| ARTEMIS MACH II MEMBER, LLC | Real Estate Fund | $25.0M | $0.0M | 25 |
| ARTEMIS REAL ESTATE PARTNERS CREDIT OPPORTUNITIES FUND, L.P. | Real Estate Fund | $82.5M | $10.0M | 2 |
| ARTEMIS REAL ESTATE PARTNERS DEBT FUND, L.P. | Real Estate Fund | $767.9M | $10.0M | 2 |
| ARTEMIS REAL ESTATE PARTNERS FUND I (NR), L.P. | Real Estate Fund | $0.0M | $10.0M | 25 |
| ARTEMIS REAL ESTATE PARTNERS FUND I, L.P. | Real Estate Fund | $0.0M | $10.0M | 14 |
| ARTEMIS REAL ESTATE PARTNERS FUND II, L.P. | Real Estate Fund | $158.2M | $10.0M | 38 |
| ARTEMIS REAL ESTATE PARTNERS FUND III (PARALLEL), L.P. | Real Estate Fund | $43.4M | $10.0M | 14 |
| ARTEMIS REAL ESTATE PARTNERS FUND III, L.P. | Real Estate Fund | $768.0M | $10.0M | 72 |
| ARTEMIS REAL ESTATE PARTNERS FUND IV (PARALLEL-A), L.P. | Real Estate Fund | $253.9M | $10.0M | 3 |
| ARTEMIS REAL ESTATE PARTNERS FUND IV (PARALLEL), L.P. | Real Estate Fund | $96.8M | $10.0M | 19 |
| ARTEMIS REAL ESTATE PARTNERS FUND IV, L.P. | Real Estate Fund | $1,858.0M | $10.0M | 87 |
| ARTEMIS REAL ESTATE PARTNERS HEALTHCARE FUND I, LP | Real Estate Fund | $321.4M | $0.3M | 123 |
| ARTEMIS REAL ESTATE PARTNERS HEALTHCARE FUND II SIDECAR-C, L.P. | Real Estate Fund | $150.8M | $10.0M | 1 |
| ARTEMIS REAL ESTATE PARTNERS HEALTHCARE FUND II, L.P. | Real Estate Fund | $1,108.3M | $0.3M | 27 |
| ARTEMIS REAL ESTATE PARTNERS INCOME AND GROWTH (PARALLEL) FUND, L.P. | Real Estate Fund | $14.2M | $10.0M | 1 |
| ARTEMIS REAL ESTATE PARTNERS INCOME AND GROWTH FUND, L.P. | Real Estate Fund | $574.6M | $10.0M | 13 |
| ARTEMIS REAL ESTATE PARTNERS INCOME AND GROWTH SIDECAR FUND, L.P. | Real Estate Fund | $208.5M | $10.0M | 13 |
| CAL ARTEMIS HEALTHCARE DEBT PARTNERS, LLC | Real Estate Fund | $202.2M | $200.0M | 2 |
| CRPTF ARTEMIS TRANSITION ASSETS, L.P. | Real Estate Fund | $321.4M | $0.0M | 2 |
| MWBE ARTEMIS SPRUCE PROGRAM, LLC | Real Estate Fund | $579.4M | $0.0M | 2 |
| NYCRS ARTEMIS MACH II, LLC | Real Estate Fund | $44.9M | $0.0M | 5 |
| NYSCRF FRONTIER MACH I, LLC | Real Estate Fund | $80.8M | $0.0M | 2 |
| NYSCRF FRONTIER MACH II, LLC | Real Estate Fund | $186.3M | $0.0M | 2 |
| NYSCRF FRONTIER MACH III, LLC | Real Estate Fund | $406.0M | $0.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GILBERT, ALEXANDER, PARISH | Individual | – | CO-CHIEF EXECUTIVE OFFICER | 05/2022 | < 5% |
| PPG INVESTORS, L.L.C. | Domestic Entity | AREP INVESTORS, L.L.C. | MEMBER | 03/2019 | > 75% |
| HARMON, DEBORAH, LYNN | Individual | DLH CAPITAL, LLC | MEMBER | 08/2010 | > 75% |
| HARMON, DEBORAH, LYNN | Individual | – | CHIEF EXECUTIVE OFFICER | 09/2009 | < 5% |
| HORTON TRUST COMPANY LLC | Domestic Entity | PPG 2008 TRUST | TRUSTEE | 01/2012 | |
| PPG 2008 TRUST | Domestic Entity | PPG INVESTORS, L.L.C. | MEMBER | 09/2016 | > 75% |
| Hurley, James, J. | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2019 | < 5% |
| Patterson, Chad | Individual | – | CHIEF FINANCIAL OFFICER | 08/2021 | < 5% |
| DLH CAPITAL, LLC | Domestic Entity | LIGHT & HUNT HOLDINGS, LLC | MEMBER | 10/2021 | 25-50% |
| PYTHIA PARTNERS LLC | Domestic Entity | – | MEMBER | 10/2021 | > 75% |
| LIGHT & HUNT HOLDINGS, LLC | Domestic Entity | PYTHIA PARTNERS LLC | MANAGING MEMBER | 10/2021 | > 75% |
| AREP INVESTORS, L.L.C. | Domestic Entity | LIGHT & HUNT HOLDINGS, LLC | MEMBER | 10/2021 | 25-50% |