Artemis Capital Advisers LP (Austin)


Artemis Capital Advisers LP is a large advisory firm based in Austin. It manages $273.63 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Texas.

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Artemis Capital Advisers provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Artemis Capital Advisers: assets under management

The assets under management (AUM) of Artemis Capital Advisers LP is $273.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 82% since the beginning of its operation, and $100.04 million of the total AUM is attributable to clients outside of the United States.


The firm manages $273.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $45.61 million each.
Artemis Capital Advisers has custody of $50.46 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in cash and cash equivalents the most. They account for 98% of the total AUM. The second-largest asset type is derivatives, which make up 2% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Artemis Capital Advisers LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Artemis Capital Advisers serves?

The firm provides services to other investment advisers, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Artemis Capital Advisers is other investment advisers with 2 clients and $178.76 million of assets under management. Among the 13 most similar advisory firms, Artemis Capital Advisers has the highest percentage of other investment advisers out of all clients.


The amount of regulatory assets under management is $273.63 million for 6 clients. 17% of the firm’s clients are foreign persons or businesses.

Artemis Capital Advisers also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $250,000 for each fund.

Careers at Artemis Capital Advisers LP

The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Christopher Raymond Cole Limited partner 1 Jun 2014 75% - 100% 4833602
Artemis Capital Llc General partner 1 Jun 2014 Other 30-0833976
Brian Michael Schulman Chief compliance officer and director of operations 1 Aug 2017 Other 4931222

Based in Austin

The principal office where Artemis Capital Advisers LP performs its advisory services is located at 401 Congress Ave, Austin, TX 78701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 512-467-4735. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at artemiscm.com.