Artisan Newco Limited Partnership (Milwaukee)

Artisan Newco Limited Partnership is a large advisory firm based in Milwaukee. It manages $33.15 billion of regulatory assets for 121 client accounts. It has been registered with the SEC as an adviser since 2009.

Artisan Newco Limited Partnership provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Artisan Newco Limited Partnership: assets under management

The assets under management (AUM) of Artisan Newco Limited Partnership is $33.15 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $33.15 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $273.98 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Artisan Newco Limited Partnership 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.

Careers at Artisan Newco Limited Partnership

Artisan Partners Holdings Lp joined the executive team most recently as the Limited Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Artisan Partners Holdings Lp	Limited partner	1 Mar 2009	75% - 100%	39-1807188
Artisan Investments Gp Llc	General partner	1 Mar 2009	Other	26-4586184
Andrew Arthur Ziegler	Chief executive officer	1 Mar 2009	Other	2134112
Janet Denney Olsen	General counsel	1 Mar 2009	Other	4312346
Brooke Jay Billick	Chief compliance officer	1 Mar 2009	Other	2597484
Lawrence Andrew Totsky	Chief financial officer	1 Mar 2009	Other	1849581
Karen Louise Guy	Vice president of general partner	1 Mar 2009	Other	3250566
Eric Richard Colson	Vice president of general partner	1 Mar 2009	Other	2285428
Artisan Partners Limited Partnership	Limited partner	1 Mar 2009	75% - 100%	107147
Llc Artisan Newco Gp	General partner	1 Mar 2009	Other	26-4586184

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Artisan Investment Corporation	General partner of artisan partners holdngs lp	1 Nov 1994	Other	39-1807187
Inc. Zfic	Sole shareholder of artisan investment corporation	1 Mar 2007	75% - 100%	20-8657690
Andrew Arthur Ziegler	Shareholder, director, officer of zfic, inc.	1 Mar 2007	50% - 75%	2134112
Carlene Murphy Ziegler	Shareholder, director, officer of zfic, inc.	1 Mar 2007	50% - 75%	2358847

Based in Milwaukee

The principal office where Artisan Newco Limited Partnership performs its advisory services is located at 875 East Wisconsin Avenue, Milwaukee, WI 53202, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 414-390-6100 or by fax 414-390-6139. The normal business hours are 8 am - 5 pm on Monday - Friday.