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| Artemis Wealth Advisors LLC
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| |
|---|---|
| CRD # | 150810 |
| SEC # | 801-71019 |
| CIK # | 0001767435 |
| AUM | $1.6 BB (2024-06-27) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 212-838-9000 |
| Address | 570 Lexington Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| NVDA | 399.6 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| LLY | 301.8 | 0.0 | |
| NVO | 245.3 | 0.0 | |
| MU | 64.6 | 0.0 | |
| AMAT | 82.7 | 0.0 | |
| BITB | 0.0 | ||
| KLAC | 49.3 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Orion Constellation Partners II LP | [2017-03-13] | 10.5 | 13.9 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 12.5 |
| (b) Individuals (high net worth individuals) | 2 | 5.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 13.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 99.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 10 | 1,462.2 |
| Total | 32 | 1,593.3 |
| By Discretionary | ||
| Discretionary | 31 | 1,018.6 |
| Non-Discretionary | 1 | 574.7 |
| Total | 32 | 1,593.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,593.3 | |
| Total | 32 | 1,593.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| John Duebendorfer | 2 | ||
| Peter Rup | 2 | ||
| Sirius II GP LLC | 1 | ||
| J Duebendorfer | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001767435] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Greenline Partners LLC
✚
|
NY | 1.6 |
|
Albion Management Group
✚
|
UT | 1.6 |
|
Orleans Capital Management Corp
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|
LA | 1.6 |
|
Vernal Point Advisors LLC
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|
CA | 1.6 |
|
Neville Rodie & Shaw Inc
✚
|
NY | 1.6 |
|
Mitchell Sinkler & Starr Inc
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|
PA | 1.6 |
|
Wealhouse Capital Limited Partnership
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|
1.6 | |
|
Cardinal Point Capital Management ULC
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|
1.6 | |
|
Stonebridge Financial Group LLC
✚
|
PA | 1.6 |
|
Pinnacle Wealth Management Advisory Group LLC
✚
|
NJ | 1.6 |