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ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP

NEW YORK, NY · CRD 325768 · IAPD ↗ · artesianinvest.com · (646) 270-4224

$37.7MRegulatory AUM
4Advisory reps
7Employees
1Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP reported RAUM up 45% ($26.0M -> $37.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
January 2025 — ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
January 2025 — ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP now reports custody of client assets ($1.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
January 2025 — ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP reported RAUM up 150% ($10.0M -> $25.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
April 2024 — ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP (NEW YORK, NY) is newly SEC-registered with $10.0M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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