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ARTEMIS CAPITAL PARTNERS

BOSTON, MA · CRD 285607 · IAPD ↗ · 857-327-5606

$441.5MRegulatory AUM
9Advisory reps
16Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — ARTEMIS CAPITAL PARTNERS reported RAUM up 50% ($293.6M -> $441.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2026 — ARTEMIS CAPITAL PARTNERS grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
January 2025 — ARTEMIS CAPITAL PARTNERS reported RAUM up 38% ($202.2M -> $278.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.