Artais Capital Management, LLC

Overview

Artais Capital Management, LLC is a small, independent RIA that manages portfolios for individuals and families with a clear tilt toward liquid, equity-based strategies. The firm combines financial planning with portfolio management for individual clients and small businesses, using both fee-based AUM billing and fixed-fee arrangements. Investment activity centers on exchange-traded equities as the primary vehicle for client allocations, with equities forming the bulk of the firm’s tactical and strategic exposures. Artais does not position itself as an ESG-focused manager and does not identify as a multi-state or pension consultant adviser; its operating profile is focused on direct wealth management and plan-level portfolio oversight for private clients. Manager allocation interest emphasizes transparent, easily traded instruments—ETFs and listed equities—for core exposure, with mutual funds used where they complement ETF/stock holdings. The firm’s mix suggests a preference for straightforward, liquid building blocks rather than large allocations to illiquid strategies.

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Public Holdings

Investments & Alternatives

Location & Offices