Buyer's Guide
Artemis Wealth Advisors
Business Model/TypeOCIO only
Open-architecture (no proprietary products used); Investment outsourcing is only business line.
Year entered into OCIO business | 2006 |
Number of relationship managers/sales people | 3 |
Number of portfolio managers | 2 |
OCIO percentage of total firm revenue | >75% |
AUM full discretion | $625M |
Number of full discretionary clients | 10 |
Minimum OCIO mandate | $15M |
Number of Full Discretionary Clients by Region
United States | 10 |
Canada | 0 |
UK/Europe | 0 |
Other | 0 |