{ "crd_number": 325768, "slug": "artesian-capital-management-delaware-lp-new-york-ny-325768", "primary_business_name": "ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP", "legal_name": "ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP", "dbas": [], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2024-03-18", "years_registered": 2, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 37700000.0, "raum_discretionary": 37700000.0, "raum_non_discretionary": 0.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 7, "advisory_employees": 4, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 12000000.0, "count": null, "fewer_than_5": true }, "investment_companies": { "raum": 24000000.0, "count": 1 }, "pooled_investment_vehicles": { "raum": 1700000.0, "count": 1 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_individuals", "portfolio_management_investment_companies" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "NY" ], "websites": [ "https://artesianinvest.com", "https://linkedin.com/company/artesian-capital-management", "https://x.com/artesianvc" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325768", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/artesian-capital-management-delaware-lp-new-york-ny-325768", "display_name": "Artesian Capital Management (Delaware) LP", "summary": "Artesian Capital Management (Delaware) LP is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Artesian Capital Management (Delaware) LP (CRD 325768): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for investment companies (and business development companies)" ], "quick_answers": [ { "q": "How is Artesian Capital Management (Delaware) LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Artesian Capital Management (Delaware) LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Artesian Capital Management (Delaware) LP located?", "a": "Artesian Capital Management (Delaware) LP's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Artesian Capital Management (Delaware) LP registered with the SEC or a state?", "a": "Artesian Capital Management (Delaware) LP is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 325768." }, { "q": "How much does Artesian Capital Management (Delaware) LP manage?", "a": "Artesian Capital Management (Delaware) LP reports $37,700,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Artesian Capital Management (Delaware) LP's assets and staff changed since 2024?", "a": "In the Form ADV data for Artesian Capital Management (Delaware) LP: Regulatory assets under management: $10,000,000 in the October 2024 data and $37,700,000 in the October 2026 data, up 277%. Total employees: 7 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Artesian Capital Management (Delaware) LP serve?", "a": "By number of clients on Form ADV Item 5.D: investment companies (1); pooled investment vehicles (other than investment companies and business development companies) (1)." }, { "q": "Which custodians does Artesian Capital Management (Delaware) LP use?", "a": "Artesian Capital Management (Delaware) LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Artesian Capital Management (Delaware) LP report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325768" }, { "q": "What changed in Artesian Capital Management (Delaware) LP's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $26,000,000 to $37,700,000 (+45%)." } ], "filing_history": [ { "period": "2024-10-01", "regulatory_assets_under_management": 10000000.0, "total_employees": 7, "filing_date": "2024-02-16" }, { "period": "2025-10-01", "regulatory_assets_under_management": 26000000.0, "total_employees": 7, "filing_date": "2025-03-14" }, { "period": "2026-10-01", "regulatory_assets_under_management": 37700000.0, "total_employees": 7, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $26,000,000 to $37,700,000 (+45%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/artesian-capital-management-delaware-lp-new-york-ny-325768.md", "clients": [ { "type": "investment_companies", "label": "Investment companies", "count": 1, "fewer_than_5": false, "raum": 24000000.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 1, "fewer_than_5": false, "raum": 1700000.0 }, { "type": "charitable", "label": "Charitable organizations", "count": null, "fewer_than_5": true, "raum": 12000000.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325768", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }