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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 13 18.18%
of those in investment advisory functions 7 16.67%
Registration SEC, Approved, 04/29/2022
Other registrations (2)
Former registrations

ARTEMIS CAPITAL PARTNERS MANAGEMENT CO., LLC

AUM* 202,170,838 -9.57%
of that, discretionary 202,170,838 -9.57%
Private Fund GAV* 202,170,838 -9.57%
Avg Account Size 67,390,279 -9.57%
SMA’s No
Private Funds 3
Contact Info 857 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
292M 250M 209M 167M 125M 83M 42M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$202,170,838

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Brochure Summary

Overview

Artemis Capital Partners Management Co., LLC (“Artemis”) is an SEC-registered investment adviser with its principal place of business in Boston, Massachusetts. Artemis was founded in 2009. The firm's registration with the SEC does not imply any particular level of skill or training by our firm or employees or that the SEC has endorsed our respective qualifications to provide investment advisory services. James F. Ward and Peter A. Hunter are the managing director and principal owner of the firm, respectively. Artemis provides investment management services to Private Equity Funds and certain parallel co- investors (hereinafter collectively, "the Funds"). Investments made for the Funds are generally, but not exclusively, in private, illiquid securities. Artemis is focused on making outright, majority, and/or controlling interests in high potential industrial technology companies. The firm typically invests in companies that serve high-margin niches in sectors with long-term growth. These specific technology companies offer Artemis substantial opportunities to improve the company’s performance and capture a meaningful return on investment by selling the larger, more efficient, companies at a premium valuation. The firm seeks to deliver returns on its investments using its unique Identify, Partner, Build, Deliver approach. You can learn more about this approach under Item 8, “Methods of Analysis, Investment Strategies, and Risk of Loss” below. The Funds are not required to register under the Securities Act of 1933 or the Investment Company Act of 1940 in reliance upon certain exemptions available to issuers whose securities are not publicly offered. In providing services to the Funds, Artemis formulates each Fund’s investment
objectives, directs and manages the investment and reinvestment of each Fund’s assets, and provides reports to investors. Investment advice is provided directly to the Funds and not individually to the limited partners or shareholders of the Funds (the “Investors” or “Limited Partners”). Artemis manages the assets of the Funds on a discretionary basis in accordance with the terms of each Fund’s confidential offering and/or private placement memoranda, individual limited partnership or shareholder agreements, subscription agreements, and other governing documents applicable to each Fund (the “Governing Fund Documents”). All terms are generally established at the time of the formation of a Fund, and are only terminable once the applicable Fund is dissolved, wound up, and terminated. The Investors do not have discretion with respect to investments by the Funds, and except in limited circumstances, Investors are not permitted to withdraw from a Fund prior to the Fund’s dissolution. The Governing Fund Documents typically contain investment restrictions which limit investments by the applicable Fund. ASSETS: As of December 31, 2023, Artemis had approximately $202,170,838 in discretionary regulatory assets under management. Artemis does not manage any assets on a non-discretionary basis. IMPORTANT ADDITIONAL CONSIDERATIONS: The information provided herein merely summarizes the detailed information provided in each Fund's Governing Fund Documents. Current Fund investors and prospective investors in any new Artemis Fund should be aware of the substantial risks associated with investment as well as the terms applicable to such investment. This and other detailed information is provided in the appropriate Governing Fund Documents.