Artisan Funds
advisor26 known aliases resolved via the canonical alias map
Market position · 2024
Plans served39-2 YoYRank #466 of mapped providers
Assets under administration$235.6B0.3%Market share · rank #56
Fees received$27MMedian $264,609/planSum across Schedule C direct + indirect
Net wins YoY-14 won · 5 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Artisan Funds plan look like?
Service mix · median fees per plan
Count of plans where Artisan Funds ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Non-monetary compensation; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by planCode 28 | 30 | $160,688 | |
Soft dollars commissions; Investment management fees paid directly by plan; Non-monetary compensationCode 51 | 7 | $308,090 | |
Investment management fees paid indirectly by planCode 52 | 2 | $0 |
Competitor overlap
Percent of Artisan Funds's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Artisan Funds.
| Sponsor | From | Assets |
|---|---|---|
RESOLUTE FP US INC. · 620721803-004 | (new plan) | $641M |
GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC.MI · 475435846-004 | (new plan) | $43M |
WHEELER TRUCKING, INC.MI · 383534605-001 | Nationwide | $9M |
KEYSTONE TECHNOLOGY CONSULTANTS, INOH · 311537684-001 | (new plan) | $3M |
Plans lost in 2024
Appeared last year under Artisan Funds; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES IRON WORKERSMA · 042591016-001 | AXA Advisors, LLC | $640M |
HUMBOLDT REDWOOD COMPANY, LLCCA · 262635546-001 | BlackRock | $75M |
MANTHEI, INC.MI · 381858891-001 | T. Rowe Price | $16M |
DONSCO, INC.PA · 231744584-002 | Baltimore Family Office LLC | $11M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MICROSOFT CORPORATIONWA · 911144442-001 | $65.6B | 183,509 | $10M | 5y | - |
MORGAN STANLEY DOMESTIC HOLDINGS, LLCNY · 208764829-003 | $22.2B | 80,789 | $1M | 10y | - |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 8y | - |
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | $15.3B | 58,166 | $830,004 | 10y | - |
THE GOLDMAN SACHS GROUP, INC.NY · 134019460-001 | $12.8B | 49,526 | $1M | 10y | - |
UBS AGNJ · 980186363-002 | $10.2B | 34,848 | $1M | 10y | 1 |
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $137,686 | 10y | - |
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | $7.1B | 32,235 | $190,411 | 9y | - |
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001 | $6.5B | 199,927 | $719,264 | 10y | - |
FIRSTENERGY CORP.OH · 341843785-001 | $6.5B | 38,934 | $2M | 9y | - |
Flag exposure
94.9%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (26)
Raw Schedule C names collapsed into Artisan Funds.
- ALLIANT INVESMENT SERVICES
- ALLIANT INVESTMENT SERVICES
- ARTISAN
- ARTISAN FUNDS
- ARTISAN GLOBAL PARTNERS
- ARTISAN GLOBAL VALUE FUND
- ARTISAN GLOBAL VALUE INST FUND
- ARTISAN GLOBAL VALUE INST. FUND
- ARTISAN GLOBAL VALUE TRUST
- ARTISAN INTERNATIONAL
- ARTISAN INTERNATIONAL FUND
- ARTISAN INTERNATIONAL VALUE FUND
- ARTISAN MID CAP
- ARTISAN MIDCAP
- ARTISAN PARTNERS
- ARTISAN PARTNERS HOLDINGS LP
- ARTISAN PARTNERS INTERNATIONAL
- ARTISAN PARTNERS L.P.
- ARTISAN PARTNERS LIMITED PARTNERSHI
- ARTISAN PARTNERS LLP
- ARTISAN PARTNERS LMTD PARTNERSHIP
- ARTISAN PARTNERS LP
- ARTISAN PARTNERS LTD PARTNERSHIP
- ARTISAN PARTNERS LTD. PARTNERSHIP
- ARTISAN PARTNERS, L.P.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Artisan Funds's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 3 | 7.69% | 26.94% | -19.25 pp |
| Late contributions | 2 | 5.13% | 1.71% | +3.41 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 7.69% | 1.76% | +5.93 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Artisan Funds. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Artisan Funds's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| O'Reilly Grosso Gross & Jones PC | 4 | 10.3% |
| Proskauer Rose LLP | 4 | 10.3% |
| Cohen Weiss & Simon LLP | 3 | 7.7% |
| Corrente Law Corp | 2 | 5.1% |
| Mitchell Silberberg & Knupp LLP | 2 | 5.1% |
| Morgan Lewis & Bockius LLP | 2 | 5.1% |
| Schwartz Steinsapir Dohrmann | 2 | 5.1% |
| Segal Roitman LLP | 2 | 5.1% |
| Seyfarth Shaw LLP | 2 | 5.1% |
| ALSTON & BIRD LLP | 1 | 2.6% |