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Artisan Partners Limited Partnership

SEC-registered adviser since 2009Milwaukee, WICRD 150114

$183.6B
AUM
249
Clients
See fees
Fee
114
Advisory staff

From Form ADV filed 31 August 2026 · data retrieved 15 October 2026SEC record

Artisan Partners Limited Partnership is an investment adviser headquartered in Milwaukee, Wisconsin, and registered with the SEC since 2009. Its clients include investment companies, pooled investment vehicles, and pension and profit-sharing plans. High-net-worth individuals account for 0% of its regulatory assets under management.

Its services include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions. Fee arrangements include a percentage of assets under management and performance-based fees. Artisan Partners Holdings LP owns 75% or more of Artisan Partners Limited Partnership, and Jason Gottlieb is its CEO.

Clients

Artisan Partners Limited Partnership serves 249 clients, 96 of them pooled investment vehicles. The average client has about $737 million with the firm, and high-net-worth clients hold 0% of its $183.6 billion in assets.

Regulatory assets by client type
  • Investment companies30 clients49%
  • Pooled investment vehicles96 clients33%
  • Pension and profit-sharing plans68 clients7%
  • Charitable organizations14 clients3%
  • State or municipal government entities19 clients4%
  • OtherSovereign wealth funds and foreign official institutions, High-net-worth individuals, Insurance companies, Corporations and other businesses, Other4%
Show client breakdown
High-net-worth individuals
Clients
7
Regulatory AUM
$64,091,102
Share
0.0%
Avg. per client
$9.16M
Investment companies
Clients
30
Regulatory AUM
$90,799,228,438
Share
49.4%
Avg. per client
$3.03B
Pooled investment vehicles
Clients
96
Regulatory AUM
$59,856,536,031
Share
32.6%
Avg. per client
$623.5M
Pension and profit-sharing plans
Clients
68
Regulatory AUM
$12,360,129,231
Share
6.7%
Avg. per client
$181.8M
Charitable organizations
Clients
14
Regulatory AUM
$4,866,972,641
Share
2.7%
Avg. per client
$347.6M
State or municipal government entities
Clients
19
Regulatory AUM
$7,814,402,455
Share
4.3%
Avg. per client
$411.3M
Insurance companies
Clients
Not reported
Regulatory AUM
$737,029,559
Share
0.4%
Avg. per client
—
Sovereign wealth funds and foreign official institutions
Clients
8
Regulatory AUM
$4,915,651,696
Share
2.7%
Avg. per client
$614.5M
Corporations and other businesses
Clients
Not reported
Regulatory AUM
$412,511,311
Share
0.2%
Avg. per client
—
Other
Clients
7
Regulatory AUM
$1,792,812,992
Share
1.0%
Avg. per client
$256.1M

Total

Clients
249
Regulatory AUM
$183,619,365,456
Share
100%
Avg. per client
$737.4M

What it does

Artisan Partners Limited Partnership provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities. It is paid through a percentage of assets and performance-based fees.

Artisan Partners Limited Partnership advises 10 private funds.

100.0% of assets ($183.62B across 255 accounts) are managed with discretion. 24% of clients are outside the U.S., and 5 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks85%
  • Bonds5%
    • High-yield corporate bonds4%
    • Sovereign bonds1%
  • Cash7%
  • Other2%
    • Syndicated bank loans2%

Filed values cover 99%. The neutral 1% gap has no reported category.

Custodians

Artisan Partners Limited Partnership’s client accounts are held mainly at The Bank of New York Mellon, with 7% of managed assets, and Northern Trust, with 3%. Artisan Partners Limited Partnership has custody of $3.55B for 26 clients.

Managed account assets by custodian
  • The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $13.49B7%
  • State Street Bank and TrustState Street Bank and Trust Company · Boston, MA · $4.68B3%
  • Northern TrustNorthern Trust Corporation · Chicago, IL · $5.77B3%
  • All other custodians$159.68B87%

Ownership and leadership

Artisan Partners Holdings LP owns 75% or more of Artisan Partners Limited Partnership, and Jason Gottlieb is its CEO.

Who owns the firm
Artisan Partners Limited Partnership· the adviser

  • Artisan Partners Holdings LP

    Control person · since March 2009

    Owns 75% or more of Artisan Partners Limited Partnership

Leadership

  • Jason Gottlieb
    Chief Executive Officer
  • Charles Daley
    Vice President, Chief Financial Officer and Treasurer
  • James Hamman
    Vice President
  • Christopher Krein
    Vice President
  • Eileen Kwei
    Vice President
  • Lisa Moran
    Vice President and Assistant Secretary
  • Gregory Ramirez
    Vice President
  • Samuel Sellers
    Vice President
  • Laura Simpson
    Vice President and Secretary
  • Ryan Von Hoff
    Vice President and Assistant Treasurer
  • Annette Zehelein
    Vice President
  • Christopher Defrancis
    Global Chief Compliance Officer
  • Eric Colson
    Managing Director

Staff

  • 496 employees
  • 114 in advisory functions
  • 99 broker-dealer reps

Reported holdings

Artisan Partners Limited Partnership’s reported 13F holdings total $63.08B across 341 positions, and the ten largest make up 27.1% of it.

$63.08B
Reported 13F value
341
Positions
27.1%
In the 10 largest
+1.2%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Arch Cap Group Ltd3.3%
  2. Bank OF NY Mellon Corp.3.1%
  3. Alphabet Inc. · Cap Stk CL A3.1%
  4. Elevance Health Inc. Formerly2.8%
  5. Schwab Charles Corp.2.8%
  6. Citigroup Inc.2.5%
  7. American Express CO2.4%
  8. Icon Pub Ltd CO2.4%
  9. Willis Towers Watson PLC Ltd2.3%
  10. Berkshire Hathaway Inc. Del · CL B New2.3%

Together, the ten largest are 27.1% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 13 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $63.08B is not its $183.62B in regulatory assets and does not represent any individual client's portfolio.

Fees

Artisan Partners Limited Partnership is paid through a percentage of assets under management and performance-based fees.

Artisan Partners Limited Partnership’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Artisan Partners Limited Partnership has 16 offices, with 17 listed addresses across 9 states.

Listed office addresses by state

Wisconsin · 1 listed address

  • 875 East Wisconsin Avenue, Suite 800, MilwaukeeHQ

Registration details

Legal name
Artisan Partners Limited Partnership
Headquarters
875 East Wisconsin Avenue, Suite 800, Milwaukee, WI 53202
Phone
414-390-6100
Website
www.artisanpartners.com
SEC file
801-70101
Structure
Delaware limited partnership
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Artisan Partners Limited Partnership have?

Artisan Partners Limited Partnership has 249 clients and manages $183.6 billion for them, as of August 2026. They include 96 pooled investment vehicles, 68 pension and profit-sharing plans and 30 investment companies.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 August 2026

What services does Artisan Partners Limited Partnership offer?

Artisan Partners Limited Partnership provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Artisan Partners Limited Partnership use?

Artisan Partners Limited Partnership’s separately managed account assets are held at The Bank of New York Mellon (New York, NY), with $13,485,617,253, Northern Trust Corporation (Chicago, IL), with $5,765,199,646 and State Street Bank and Trust Company (Boston, MA), with $4,684,732,046. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 August 2026

How many financial advisors does Artisan Partners Limited Partnership have?

Artisan Partners Limited Partnership has 0 investment adviser representatives registered with state securities authorities, out of 496 employees, and 114 perform investment advisory functions. 99 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Artisan Partners Limited Partnership invest in?

At the end of its last fiscal year, Artisan Partners Limited Partnership’s separately managed accounts held 85% exchange-traded equities, 7% cash and equivalents, 4% high-yield corporate bonds, 2% syndicated bank loans and 1% sovereign bonds. It advises 10 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Artisan Partners Limited Partnership?

Artisan Partners Limited Partnership’s direct owner is Artisan Partners Holdings LP (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 31 August 2026

How does Artisan Partners Limited Partnership get paid?

Artisan Partners Limited Partnership 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

Sources

  1. Form ADV Part 1A, amendment filed 31 August 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 150114.
  3. Form 13F-HR, filed 13 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Artisan Partners Limited Partnership and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.