ARTEMIS REAL ESTATE PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$11.4B
Discretionary
$8.5B
74% of AUM
Avg account
$368M
Accounts
31
Employees
64
Advisory reps
4

Firm details

Headquarters
CHEVY CHASE, Maryland
CRD number
160668
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles98.25%
  • State / Municipal Government1.75%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Artemis Real Estate Partners is an SEC-registered limited liability company focused on pooled real estate investment vehicles for institutional clients. The firm is organized as a real estate fund manager and lists portfolio management for pooled vehicles and for businesses or institutions as its primary advisory activities. It charges a mix of percentage-of-AUM and performance-based fees and has been SEC-registered since 2012. Artemis does not identify as an active ESG investor, is not a multi-state adviser, and does not describe itself as a capital allocator. The firm's industry affiliations span a wide set of roles around real estate and financial services: broker-dealer relationships, other investment adviser roles, commodity pool operator/CTA links, banking or thrift institution ties, trust company and insurance company interactions, accounting and law firm relationships, real estate brokerage, and roles as sponsor, general partner or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • ALEXANDER GILBERT

    Co-CEOCRD 2974230

  • DEBORAH HARMON

    Co-Founder and Co-Chief Executive OfficerCRD 5062552

  • Chad Patterson

    Chief Financial OfficerCRD 7445907

Contacts

1 of 1
  • James Hurley

    Principal and General CounselCRD 7091477

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

CHEVY CHASE, MD

MONTGOMERY

Location

CHEVY CHASE, MD

Headquartered in CHEVY CHASE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
5404 Wisconsin Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth