Artesian Capital Management (Delaware) LP (New York)

Name: Artesian Capital Management (Delaware) LP
Address: 770 Broadway, New York, NY, 10003
Telephone: 646-495-6018

Artesian Capital Management (Delaware) LP is a large advisory firm based in New York. It manages $226 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2005.

Artesian Capital Management (Delaware) provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Artesian Capital Management (Delaware): assets under management

The assets under management (AUM) of Artesian Capital Management (Delaware) LP is $226 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -57% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $226 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.67 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Artesian Capital Management (Delaware) 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.

Careers at Artesian Capital Management (Delaware) LP

Lawrence Nicholas Leuzzi has been acting as President since 1 May 2004. Maureen Roseann Horn joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Artesian General Partner Inc.	General partner	1 Feb 2004	Other	71-0962146
Aroona Inc.	Limited partner	1 Feb 2004	75% - 100%	13-4278279
Specialist Equity (Us) Inc.	Limited partner	1 Feb 2004	50% - 75%	52-2440899
Jeremy James Colless	Chief executive officer	1 Apr 2004	Other	1880566
Tim Heasley	Chief operating officer	1 Apr 2004	Other	5072533
Suzanne Smith	Head of operations & chief compliance officer	1 Apr 2004	Other	5072538
Lawrence Nicholas Leuzzi	Chairman	1 May 2004	Other	1186720
Ian Moore	Non executive director	1 Jun 2004	Other	5073453
Maureen Roseann Horn	Chief compliance officer	1 Jul 2005	Other	2662020

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
The Lechyd Da Trust	Share holder	1 Apr 2004	25% - 50%	foreign
John Philip Mccartney	Share holder	1 Apr 2004	25% - 50%	4700389
Matthew Clunies Ross	Share holder	1 Apr 2004	25% - 50%	5072477

Based in New York

The principal office where Artesian Capital Management (Delaware) LP performs its advisory services is located at 770 Broadway, New York, NY 10003, 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 646-495-6018 or by fax 646-495-6382. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.artesianinvest.com.