The ARTISAN GROUP is a privately held investment adviser that advises $259.34Bn in regulatory assets under management held in 3 SEC fund types across 4 investment strategies. ARTISAN GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 92.63% over the last 5-years.
The Group has been registered with the SEC for 16.82 years and is comprised of 2 filing and 0 relying advisers. They operate out of 15 office locations with their Headquarters at 875 EAST WISCONSIN AVENUE SUITE 800, MILWAUKEE, WI. The Group has not been subject to regulatory enforcement actions. They are regulated by 6 US and Non-US bodies.
They have 532 employees comprised of 125 investment and 407 non-investment staff. The total number of Employees increased by 33% over the last 5-years.
Their $259.34Bn in assets advised are owned by 91 private funds, 30 public funds and BDCs and 126 other accounts. Assets of Investment Companies (IC) clients own $178.29Bn or 68.75% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $50.07Bn or 19.31% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Emerging Markets, representing 84.78%, 13.45% and 1.14% of total assets, respectively.
They advise 7 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 4 Fund Administrators, 3 Fund Auditors, 3 Prime Brokers, 12 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 21 private funds with $80.64Bn in assets.
The Group discloses advisory fees, management fees and performance-based fees.
ARTISAN GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 12 funds.
They have a HIGH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In ARTISAN GROUP's case, they have 20 business conditions that require high process maturity and 0 Watch Factors.