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ARTEMIS REAL ESTATE PARTNERS

Legal name: ARTEMIS REAL ESTATE PARTNERS, LLC

CRD 160668File 801-74217
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$11.42B
Top 10% of cohort (national)
Discretionary AUM
$8.50B
Non-discretionary $2.92B
Clients
30
31 accounts
Employees
64
Top 10% of cohort in MD

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Mar 30, 2012
Principal office
5404 WISCONSIN AVENUE, SUITE 1000, CHEVY CHASE, MD, 20815
Phone
240-235-2022

Assets & accounts

ADV Item 5F
Total regulatory AUM
$11.42B
Discretionary AUM
$8.50B
Non-discretionary AUM
$2.92B
Discretionary accounts
16
Non-discretionary accounts
15
Total accounts
31
AUM per client
$380.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles30$11.22B
State or municipal government entitiesFewer than 5$200.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11
  • Q11D2
  • Q11D4

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees6664decreased by2
Apr 1, 2026DisclosuresNoYes
Apr 1, 2026Clients2530increased by5
Apr 1, 2026AUM$9,223,355,195$11,420,365,281increased by$2,197,010,086
Apr 1, 2026Accounts2631increased by5
May 1, 2025
vs Oct 1, 2022
Employees4466increased by22
May 1, 2025
vs Oct 1, 2022
Clients2125increased by4
May 1, 2025
vs Oct 1, 2022
AUM$6,947,529,591$9,223,355,195increased by$2,275,825,604
May 1, 2025
vs Oct 1, 2022
Accounts2226increased by4
Apr 1, 2022Employees3944increased by5
Apr 1, 2022Clients1721increased by4
Apr 1, 2022AUM$4,682,611,895$6,947,529,591increased by$2,264,917,696
Apr 1, 2022Accounts1922increased by3
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ARTEMIS REAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARTEMIS REAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.