Artemis Wealth Advisors is a fund manager in New York with $1.52 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
Industry
SEC CIK
SEC advisor number
801-71019
FINRA CRD number
150810
AUM ?
$1.52 bn
(as of 22 Jun 23)
Accounts
29
(as of 22 Jun 23)
Employees
10
(5 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Duebendorfer, John, David | Chief Compliance Officer and President-chief Operating Officer | 07/2009 | 25-50% |
Rup, Peter, Matthew | Managing Member, CEO & CIO | 07/2009 | 50-75% |
Farmar, Michael, George | Owner | 06/2018 | 10-25% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Artemis Wealth Advisors, LLC | $1.52 bn | |
Orion Constellation Partners II LP | $11.99 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
11 Sep 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
11 Sep 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
11 Sep 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
11 Sep 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
5 Sep 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
5 Sep 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
5 Sep 23