{"url":"https://nivawealth.com/firms/artemis-real-estate-partners-160668","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160668","regulatoryAum":11420365281,"crd":"160668","secFileNumber":"801-74217","legalName":"Artemis Real Estate Partners, LLC","displayName":"Artemis Real Estate Partners","website":"https://www.artemisrep.com","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/160668/03dbce77ca7a0537-r1.webp","tone":"light","width":740,"height":200,"sourceUrl":"https://www.artemisrep.com","sourceLabel":"Artemis Real Estate Partners, website"},"linkedinUrl":"https://www.linkedin.com/company/artemis-real-estate-partners/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"5404 Wisconsin Avenue, Suite 1000","city":"Chevy Chase","state":"MD","stateName":"Maryland","country":"United States","postalCode":"20815"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":4,"latestNoticeFiling":"23 April 2018","inventory":{"sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_FIRM_SEC_Feed_10_15_2026.xml.gz","sourceAsOf":"2026-10-15","retrievedAt":"2026-10-16T03:16:53.781384+00:00","noticeFilings":[{"status":"Notice Filed","jurisdiction":"California","effectiveDate":"2013-04-01"},{"status":"Notice Filed","jurisdiction":"Georgia","effectiveDate":"2018-04-23"},{"status":"Notice Filed","jurisdiction":"Maryland","effectiveDate":"2012-03-30"},{"status":"Notice Filed","jurisdiction":"New York","effectiveDate":"2013-04-01"}],"registrationStatus":[{"status":"Approved","jurisdiction":"SEC","effectiveDate":"2012-03-30"}]}},"wealthAumPerClient":null,"staff":{"employees":64,"advisory":61,"brokerDealerReps":2,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":8497491820,"discretionaryAccounts":16,"nonDiscretionary":2922873461,"nonDiscretionaryAccounts":15,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":30,"regulatoryAum":11220365281},{"label":"State or municipal government entities","clients":null,"fewerThan5":true,"regulatoryAum":200000000}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"not_processed","checkedAt":"2026-10-16T07:42:22.534135+00:00","documents":[]},"custodians":[],"custodyNote":"Artemis Real Estate Partners has custody of $2.72B for 14 clients.","otherCustodians":[],"leadership":[{"name":"Alexander Gilbert","title":"Co-Chief Executive Officer","crd":"2974230"},{"name":"Deborah Harmon","title":"Chief Executive Officer","crd":"5062552"},{"name":"Chad Patterson","title":"Chief Financial Officer","crd":"7445907"},{"name":"James Hurley","title":"Chief Compliance Officer","crd":"7091477"}],"ownership":[{"label":"Barings Real Estate Holdings LLC","detail":"Member in the 75% or more ownership band and a control person, since March 2025."},{"label":"Barings LLC","detail":"Indirect owner: a member of Barings Real Estate Holdings LLC in the 75% or more band and a control person, since March 2025.","parent":"Barings Real Estate Holdings LLC"},{"label":"Massachusetts Mutual Life Insurance Company","detail":"Indirect owner: a member of Massmutual Holding LLC in the 75% or more band and a control person, since July 2004.","parent":"Massmutual Holding LLC"},{"label":"MM Asset Management Holding LLC","detail":"Indirect owner: a member of Barings LLC in the 75% or more band and a control person, since June 1995.","parent":"Barings LLC"},{"label":"Massmutual Holding LLC","detail":"Indirect owner: a member of MM Asset Management Holding LLC in the 75% or more band and a control person, since February 2012.","parent":"MM Asset Management Holding LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"2000 Avenue of the Stars, Suite 630 North","city":"Los Angeles"}]},{"state":"Georgia","offices":1,"addresses":[{"street":"1380 West Paces Ferry Road","city":"Atlanta"}]},{"state":"Maryland","offices":1,"addresses":[{"street":"5404 Wisconsin Avenue, Suite 1000","city":"Chevy Chase","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"888 7th Avenue, 30th Floor","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"240-235-2022","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Other","percent":100,"detail":"Real Estate Related Assets"}],"privateFunds":30},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160668/PDF/160668.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Artemis Real Estate Partners have?","answer":"Artemis Real Estate Partners has 30 clients and manages $11.4 billion for them, as of March 2026. They include 30 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Artemis Real Estate Partners offer?","answer":"Artemis Real Estate Partners provides portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Artemis Real Estate Partners have?","answer":"Artemis Real Estate Partners has 0 investment adviser representatives registered with state securities authorities, out of 64 employees, and 61 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Artemis Real Estate Partners invest in?","answer":"At the end of its last fiscal year, Artemis Real Estate Partners’ separately managed accounts held 100% other. The 100% other category is described as: Real Estate Related Assets. It advises 30 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Artemis Real Estate Partners?","answer":"Artemis Real Estate Partners is owned through a chain of holding companies by Massachusetts Mutual Life Insurance Company. Its direct owner is Barings Real Estate Holdings LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Artemis Real Estate Partners get paid?","answer":"Artemis Real Estate Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}