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