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Artisan Partners Limited Partnership

875 East Wisconsin Avenue, Suite 800
Milwaukee, Wisconsin 53202
United States
 
Contact :      Sherry OConnor
Phone :       414-390-6100
Fax :             414-390-8407
Email :         sherry.oconnor@artisanpartners.com
Web :           http://www.artisanpartners.com

Artisan Partners Limited Partnership Information

Type of organization : C Corporation
Total Assets Managed ($Mil) : $109,174
Tax-Exempt Managed ($Mil) : $30,120
Taxable Assets Managed ($Mil) : $79,054
Year Founded : 1995
Wrap Programs Offered? : No
# of Accounts Managed : 236
In-House Research : %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : Yes
Wrap Program Description  
In $ Thousands

Artisan Partners Limited Partnership History

The foundation of Artisan Partners’ story was set in 1994 by the founders Andy and Carlene Ziegler. At that time two secular trends were taking hold in the market that shaped the firm’s growth strategy: talent acquisition and open architecture. The talent acquisition movement was being driven by a strong trend of high-quality investors wanting to be connected to a company solely focused on investment management where they could execute their own investment process without distractions. The secular trend of open architecture gave the firm confidence that there was a huge opportunity to distribute high-quality products more freely through consultants and mutual fund platforms if it had the right talent and results. In the beginning, Artisan Partners had one team and a vision shaped by these trends. Since then the firm’s business model has allowed it to attract best-in-class talent resulting in seven autonomous investment teams today. Open architecture provided investors with choice and through the firm’s distribution networks, Artisan Partners has grown to over $108 billion in assets under management across multiple channels as of March 31, 2015. The firm is managed by a dedicated business leadership team, which is distinct from the investment teams, and dedicated marketing and client service teams to oversee the numerous operational, legal and client service aspects of the business. This model maximizes the time the investment teams spend on investment decisions.

PRODUCT TIMELINE: -U.S. Small-Cap Growth – April 1, 1995 -Non-U.S. Growth – January 1, 1996 -U.S. Mid-Cap Growth – April 1, 1997 -U.S. Small-Cap Value – June 1, 1997 -U.S. Mid-Cap Value – April 1, 1999 -Non-U.S. Small-Cap Growth – January 1, 2002 -Non-U.S. Value – July 1, 2002 -Value Equity – July 1, 2005 -Emerging Markets – July 1, 2006 -Global Opportunities – February 1, 2007 -Global Value – July 1, 2007 -Global Equity – April 1, 2010 -Global Small-Cap Growth - July 1, 2013 -High Income - April 1, 2014 Artisan Partners Limited Partnership and Artisan Partners UK LLP are wholly owned operating subsidiaries of Artisan Partners Holdings LP, an independent investment firm controlled by its general partner Artisan Partners Asset Management Inc. [NYSE: APAM], a publicly traded company that is controlled by a stockholders committee consisting of three employee partners. As of March 31, 2015, the company’s investment professionals, senior management and other employees collectively owned approximately 29% of the economic interests in the company and a Stockholders Committee consisting of three employees possessed approximately 65% of the voting power in APAM. As required by SEC rules, the firm has disclosed in its public filings information about APAM capital stock held by its named executive officers and any holders of more than 5% of any class of APAM equity securities.


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
44
$6861.43
 
Limited Partnership :
0
$0.00
 
Foundations :
28
$3769.98
ERISA :
41
$5367.11
Unions, Taft-Hartley :
22
$1967.06
Public :
29
$7843.99
Others :
72
$83364.51
Total # of Professional : 80 Analysts : 33
Portfolio Managers : 18 Traders : 14
Client Service : 88 Operation : 104

Artisan Partners Limited Partnership Personnel

Mr.  Craigh Cepukenas

Portfolio Manager
Tel :
Email: info@artisanpartners.com
Craigh A. Cepukenas, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. In this role, he is the lead portfolio manager for the Artisan U.S. Small-Cap Growth strategy and a portfolio manager for the Artisan Global Opportunities and U.S. Mid-Cap Growth strategies. Prior to joining Artisan Partners in November 1995 as an analyst, Mr. Cepukenas was an equity research associate at Stein Roe & Farnham, where he began his career in 1989. Mr. Cepukenas holds a bachelor’s degree in Economics from the University of Wisconsin-Madison and a Master of Business Administration from The University of Chicago Booth School of Business.

Mr.  Andrew Euretig

Portfolio Manager
Tel :
Email: info@artisanpartners.com
Andrew J. Euretig is a managing director of Artisan Partners and a portfolio manager on the Global Equity team. In this role, he is a portfolio manager for the Artisan Global Equity strategy and an associate portfolio manager for the Artisan Non-U.S. Growth strategy. He also conducts research, primarily focusing on companies within the industrials sector. Prior to joining Artisan Partners in June 2005, Mr. Euretig was a graduate student at the University of California at Berkeley. He previously served in the United States Navy as an amphibious operations officer. Mr. Euretig holds a bachelor’s and a master’s degree in Business Administration from the Haas School of Business at the University of California-Berkeley.

Mr.  James Hamel

Portfolio Manager
Tel :
Email: info@artisanpartners.com
James D. Hamel, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. In this role, he is the lead portfolio manager for the Artisan Global Opportunities strategy and a portfolio manager for the Artisan U.S. Mid-Cap Growth and U.S. Small-Cap Growth strategies. Prior to joining Artisan Partners in May 1997, Mr. Hamel was a financial associate, cost analyst and operations manager of Kimberly-Clark Corporation from March 1990 to May 1997. He began his career at Carlson, Posten & Associates. Mr. Hamel holds a bachelor’s degree in Finance from the University of Minnesota-Minneapolis where he was a three-time Academic All-American.

Mr.  Charles-Henri Hamker

Portfolio Manager
Tel :
Email: info@artisanpartners.com
Charles-Henri Hamker is a managing director of Artisan Partners and a portfolio manager on the Global Equity team. In this role, he is a portfolio manager for the Artisan Non-U.S. Small-Cap Growth, Global Equity, and Global Small-Cap Growth strategies and an associate portfolio manager for the Artisan Non-U.S. Growth strategy. He also conducts research, primarily focusing on companies within the consumer sector. Prior to joining Artisan Partners in August 2000, Mr. Hamker worked on the European Equities Desk in the New York office of Banque Nationale de Paris. Earlier in his career, he worked in the Paris and London offices of J.P. Morgan. Mr. Hamker holds a bachelor’s degree with a specialization in Finance and Economics from the European Business School in Paris. He is fluent in French and German.

Mr.  Matthew Kamm

Portfolio Manager
Tel :
Email: info@artisanpartners.com
Matthew H. Kamm, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. In this role, he is the lead portfolio manager for the Artisan U.S. Mid-Cap Growth strategy and a portfolio manager for the Artisan Global Opportunities and U.S. Small-Cap Growth strategies. Prior to joining Artisan Partners in May 2003, Mr. Kamm was an associate equity research analyst at Banc of America Securities. Earlier in his career, he was a senior operations analyst for NYU Medical Center. Mr. Kamm holds a bachelor’s degree in Public Policy from Duke University and a Master of Business Administration, with a specialty in Finance and Operations Management, from New York University.

Mr.  Daniel Kane

Portfolio Manager
Tel :
Email: info@artisanpartners.com
Daniel L. Kane, CFA, is a portfolio manager on the U.S. Value team. In this role, he is a portfolio manager for the Artisan Value Equity, U.S. Mid-Cap Value and U.S. Small-Cap Value strategies. Prior to joining Artisan Partners in March 2008, Mr. Kane was a senior small cap investment analyst at BB&T Asset Management, Inc. from August 2005 to March 2008. Mr. Kane began his investment career as a domestic equities securities analyst at the State of Wisconsin Investment Board in 1998. Mr. Kane holds a bachelor’s degree in Finance from the University of Wisconsin-Madison and a Master of Business Administration from The University of Chicago Booth School of Business.

Mr.  James Kieffer

Portfolio Manager
Tel :
Email: info@artisanpartners.com
James C. Kieffer, CFA, is a managing director of Artisan Partners and a portfolio manager on the U.S. Value team. In this role, he is a portfolio manager for the Artisan Value Equity, U.S. Mid-Cap Value and U.S. Small-Cap Value strategies. Prior to joining Artisan Partners in August 1997, Mr. Kieffer was a research analyst at the investment firm McColl Partners. Mr. Kieffer began his investment career at Wachovia Corporation working with Scott Satterwhite from 1989 to 1996, initially as a personal trust portfolio manager and later as a general equities and small-cap value research analyst in the institutional portfolio group. Mr. Kieffer holds a bachelor’s degree in Economics from Emory University.

Ms.  Maria Negrete-Gruson

Portfolio Manager
Tel :
Email: info@artisanpartners.com
Maria Negrete-Gruson, CFA, is a managing director of Artisan Partners and a portfolio manager on the Emerging Markets team. In this role, she is the portfolio manager for the Artisan Emerging Markets strategy. Prior to joining Artisan in April 2006, Ms. Negrete-Gruson was the portfolio manager for DuPont Capital Management’s emerging markets equity portfolios. Before assuming responsibilities as portfolio manager, she was an international equity analyst at DuPont covering the developed Asia-ex Japan region. Earlier in her career, she was a foreign exchange trader for Banco Ganadero in Bogotá, Colombia. Ms. Negrete-Gruson holds a bachelor’s degree in Finance and International Relations from Universidad Externado in Colombia and a Master of Business Administration from Columbia Business School. She is fluent in Spanish and Portuguese.

Mr.  N. David Samra

Portfolio Manager
Tel :
Email: info@artisanpartners.com
N. David Samra is a managing director and founding partner of the Global Value team. He is lead portfolio manager of the Artisan Non-U.S. Value strategy, which he has managed since the portfolio’s inception on 1 July 2002. In addition, he is the portfolio co-manager of the Artisan Global Value strategy, which he has co-managed since its inception on 1 July 2007. Prior to joining Artisan Partners in May 2002, Mr. Samra was a portfolio manager and a senior analyst in international equities at Harris Associates LP, from August 1997 through May 2002. Earlier in his career, he was a portfolio manager with Montgomery Asset Management, Global Equities Division from June 1993 through August 1997. Mr. Samra holds a bachelor’s degree in Finance from Bentley College and a Master of Business Administration from Columbia Business School.

Mr.  Scott Satterwhite

Portfolio Manager
Tel :
Email: info@artisanpartners.com
Scott C. Satterwhite, CFA, is a managing director of Artisan Partners and a portfolio manager on the U.S. Value team. In this role, he is a portfolio manager for the Artisan Value Equity, U.S. Mid-Cap Value and U.S. Small-Cap Value strategies. Prior to joining Artisan Partners in June 1997, Mr. Satterwhite was senior vice president and portfolio manager at Wachovia Corporation responsible for management of assets of over $1.5 billion. Mr. Satterwhite managed the Biltmore Special Values Fund from August 1993 through May 1997 in addition to being a personal trust portfolio manager since 1984 and managing the Georgia Personal Trust Portfolio Group at Wachovia since 1991. Mr. Satterwhite holds a bachelor’s degree in Economics from The University of the South and a Master of Business Administration from Tulane University.

Mr.  George Sertl

Portfolio Manager
Tel :
Email: info@artisanpartners.com
George O. Sertl, CFA, is a managing director of Artisan Partners and a portfolio manager on the U.S. Value team. In this role, he is a portfolio manager for the Artisan Value Equity, U.S. Mid-Cap Value and U.S. Small-Cap Value strategies. Prior to joining Artisan Partners in January 2000, Mr. Sertl was a research analyst at Schwartz Investment Counsel. Mr. Sertl began his investment career at Pauli & Company working as a research analyst in 1992. Mr. Sertl holds a bachelor’s degree in Economics and History from the University of Richmond and a master’s degree in Economics from St. Louis University.

Mr.  Jason White

Portfolio Manager
Tel :
Email: info@artisanpartners.com
Jason L. White, CFA, is an associate portfolio manager on the Growth team. In this role, he is an associate portfolio manager for the Artisan Global Opportunities, U.S. Mid-Cap Growth and U.S. Small-Cap Growth strategies. He also conducts fundamental research, focusing on technology companies. Prior to joining Artisan Partners in June 2000, Mr. White was a Lieutenant in the U.S. Navy, serving aboard the USS LAKE ERIE as the ship’s fire control officer. Mr. White holds a bachelor’s degree in History from the United States Naval Academy, where he graduated with distinction.

Mr.  Mark Yockey

Portfolio Manager
Tel :
Email: info@artisanpartners.com
Mark L. Yockey, CFA, is a managing director of Artisan Partners and a portfolio manager on the Global Equity team. In this role, he is a portfolio manager for the Artisan Non-U.S. Growth, Non-U.S. Small-Cap Growth, Global Equity, and Global Small-Cap Growth strategies. Prior to joining Artisan Partners in December 1995, Mr. Yockey was the portfolio manager of the United International Growth Fund and vice president of Waddell & Reed from January 1990 through December 1995. Before assuming responsibility for the United International Growth Fund, Mr. Yockey was an analyst for Waddell & Reed from 1986 through 1989, specializing in the worldwide health care industry and international special situations. Earlier in his career, he was a health care analyst for the State of Michigan Retirement Fund for five years. Mr. Yockey holds a bachelor’s degree and a master’s degree in Finance from Michigan State University. He completed one year of undergraduate work at the Université d’Aix-en-Provence in France. He also worked for the French bank, La Société Générale. He is fluent in French.

Mr.  Daniel OKeefe

Portfolio Manager
Tel :
Email: info@artisanpartners.com
Daniel J. O’Keefe is a managing director and founding partner of the Global Value team. He is lead portfolio manager of the Artisan Global Value strategy, which he has managed since the portfolio’s inception on 1 July 2007. In addition, he is the portfolio co-manager of the Artisan Non-U.S. Value strategy, which he has co-managed since October 2006. Prior to becoming portfolio manager in 2006, Mr. O’Keefe was a research analyst for the Global Value team beginning at its inception in 2002. Before joining Artisan Partners in May 2002, Mr. O'Keefe was an analyst in international equities at Harris Associates LP, from July 1997 through May 2002. Preceding his days at Harris Associates, he was an associate in mergers and acquisitions at BancAmerica Securities from February 1995 through July 1997, and was an analyst with Morningstar, Inc. from June 1993 through February 1995. Mr. O’Keefe holds a bachelor’s degree from Northwestern University.

Ms.  Alyssa Allister

Data Preparer
Tel : 414-390-6100
Email: alyssa.allister@artisanpartners.com

Artisan Partners Limited Partnership Product Name

Artisan Non-U.S. Growth:Privately Managed Accounts
Artisan U.S. Mid-Cap Growth:Privately Managed Accounts
Artisan U.S. Small-Cap Growth:Privately Managed Accounts
Artisan U.S. Small-Cap Value:Privately Managed Accounts
Artisan U.S. Mid-Cap Value:Privately Managed Accounts
Artisan Non-U.S. Value:Privately Managed Accounts
Artisan Value Equity:Privately Managed Accounts
Artisan Global Value:Privately Managed Accounts
Artisan Emerging Markets:Privately Managed Accounts
Artisan Global Opportunities:Privately Managed Accounts
Artisan Global Equity:Privately Managed Accounts
Artisan Global Small-Cap Growth:Privately Managed Accounts
Report Created: September,25 2018.  Copyright Money Manager Review , All rights Reserved.
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