Artis Advisors, LLC (San Mateo)

Artis Advisors, LLC is a related adviser based in San Mateo. It manages $12.18 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Massachusetts.

Artis Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Artis Advisors: assets under management

The assets under management (AUM) of Artis Advisors, LLC is $12.18 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.18 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Artis Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Artis Advisors, LLC

Eric Paul Bertonazzi has been acting as President since 1 Apr 1999. Timothy Russell Jacobson joined the executive team most recently as the President And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eric Paul Bertonazzi	President	1 Apr 1999	Other	2590583
Gustavo Adolfo Aristizabal	Director of research	1 Apr 1999	Other	2735053
Stephen Dalton Barrett	Board of managers	1 Jan 2005	Other	13479
Wainwright Investment Counsel Llc	Owner	1 Nov 2011	75% - 100%	108711
Saro Joseph Picciotto	Managing director	1 Nov 2011	Other	1912352
Richard Lewis Zack	Chief risk officer	1 May 2012	Other	2651386
Paul George Martins	Chief financial officer	1 May 2012	Other	1189296
Gustavo Adolfo Aristizabal	Director of research	1 May 2012	Other	2735053
Inc. Rista	Sole member/owner	1 May 2012	75% - 100%	45-4978552
Brian C. Germani	Chief compliance officer	1 Nov 2012	Other	6134181
Timothy Russell Jacobson	President and chief compliance officer	1 Apr 2013	Other	4779221

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Mark H Rogers	Officer	1 May 2012	25% - 50%	1762836
Steven David Hotovec	Officer	1 May 2012	25% - 50%	2250236
Thomas Legrande Olds	Director	1 Apr 2013	Other	6194246

Based in San Mateo

The principal office where Artis Advisors, LLC performs its advisory services is located at 777 Mariners Island Blvd, San Mateo, CA 94404, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-744-1424 or by fax 650-240-2200. The normal business hours are 6:30am - 5:00pm pacific time on Monday - Friday.