ARTISAN PARTNERS LIMITED PARTNERSHIP

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Artisan Partners Limited Partnership is based out of Milwaukee. Artisan Partners Limited Partnership is a hedge fund with 270 clients and discretionary assets under management (AUM) of $175,766,066,016 (Form ADV from 2022-04-20). Their last reported 13F filing for Q1 2022 included $75,745,818,000 in managed 13F securities and a top 10 holdings concentration of 19.07%. Artisan Partners Limited Partnership's largest holding is Alphabet Inc. Class A with shares held of 843,014. Artisan Partners Limited Partnership has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 43 13F filings, and 392 13G filings

03/31/2022

13F Activity

  • Market Value $75.746 Billion
  • Prior Market Value $84.415 Billion
  • New Purchases30 stocks
  • Additional Purchases149 stocks
  • Sold out of36 stocks
  • Reduced holdings in147 stocks
  • Top 10 Holdings % 19.07 %
  • Turnover % [1]:20.25%
  • Turnover Alt % [2]: 11.34 %
  • Time Held Top20:6.30 quarters
  • Time Held Top10:4.20 quarters
  • Time Held All:11.66 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-05-16

Performance for Q1 2022: -18.32%
Performance Last 4 Quarters: -14.8%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

Global (ex. US) Holdings

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Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

View Last Form Adv Compilation Report on Record

ARTISAN PARTNERS LIMITED PARTNERSHIP
Classified as Hedge Fund
875 EAST WISCONSIN AVENUE SUITE 800
MILWAUKEE WI    53202
Country: United States

Business Phone: 414-390-6100
Fax: 414-390-6139
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Partnership
Organized in: DE
Number of employees: 443
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 2,762,320,000
Total Number of Clients: 270
Amount of client funds and securities by related persons: 2,762,320,000
Total Number of clients from related persons: 14
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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ARTISAN PARTNERS LIMITED PARTNERSHIP

ownership team - last updated 2022-03-31
Name Title Start Date Direct/Indirect % Ownership
DALEY, CHARLES, JAMES CHIEF FINANCIAL OFFICER AND TREASURER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
SMITH BARNEY FUND MANAGEMENT LLC DIRECTOR direct 2007-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER AND TREASURER direct 2013-04-01
LEGG MASON FUND ADVISER INC VICE PRESIDENT AND DIRECTOR direct 2007-06-01
LM FINANCIAL PARTNERS, INC. CHIEF FINANCIAL OFFICER direct 2001-12-01
LEGG MASON WOOD WALKER, INCORPORATED CHIEF FINANCIAL OFFICER direct 2001-12-01 2005-11-18
LEGG MASON INVESTMENT COUNSEL, LLC TREASURER direct 2004-10-01 2005-12-02
BARRETT ASSOCIATES INC MANAGER direct 2009-04-01 2009-06-29
LEGG MASON PARTNERS FUND ADVISOR, LLC MANAGER direct 2007-07-01 2010-06-21
LEGG MASON GLOBAL ASSET ALLOCATION, LLC DIRECTOR direct 2007-08-01 2010-06-24
CLEARBRIDGE ADVISORS, LLC DIRECTOR direct 2007-07-01 2010-06-28
CLEARBRIDGE ASSET MANAGEMENT INC DIRECTOR direct 2007-08-01 2010-06-28
ROYCE & ASSOCIATES, LLC MEMBER OF BOARD OF MANAGERS direct 2009-04-01 2010-06-28
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC NON-EMPLOYEE MANAGER direct 2009-04-01 2010-06-28
BATTERYMARCH FINANCIAL MANAGEMENT INC NON-EMPLOYEE DIRECTOR direct 2009-05-01 2010-06-28
LEGG MASON PRIVATE PORTFOLIO GROUP, LLC DIRECTOR direct 2007-08-01 2010-06-29
GLOBAL CURRENTS INVESTMENT MANAGEMENT, LLC DIRECTOR direct 2008-03-01 2010-06-29
BARRETT ASSOCIATES INC DIRECTOR direct 2009-04-01 2010-06-30
LEGG MASON CAPITAL MANAGEMENT INC DIRECTOR direct 2009-04-01 2010-09-09
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND TREASURER OF GENERAL PARTNER direct 2010-08-01 2013-07-11
COLSON, ERIC, RICHARD CHIEF EXECUTIVE OFFICER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT OF GENERAL PARTNER direct 2007-03-01
ARTISAN PARTNERS HOLDINGS LP CHIEF EXECUTIVE OFFICER; VICE PRESIDENT OF GENERAL PARTNER direct 2010-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT OF GENERAL PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER; PRESIDENT AND CHIEF EXECUTIVE OFFICER OF GENERAL PARTNER direct 2010-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2013-04-01
ARTISAN INVESTMENTS GP LLC GENERAL PARTNER 03/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP GENERAL PARTNER direct 2009-03-01
HAMMAN, JAMES, STEPHEN VICE PRESIDENT 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSISTANT SECRETARY direct 2013-10-01
CALAMOS ASSET MANAGEMENT INC SR. V.P. & GENERAL COUNSEL direct 1998-06-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC EXEC. V.P. & GENERAL COUNSEL direct 1998-06-01 2004-04-06
CALAMOS ADVISORS LLC EVP, GENERAL COUNSEL, CCO AND CLO direct 2004-10-01 2005-04-01
CALAMOS ADVISORS LLC EVP, GENERAL COUNSEL, AND CLO direct 2004-10-01 2007-03-30
CALAMOS PARTNERS LLC EVP, GENERAL COUNSEL, AND CLO direct 2004-10-01 2007-03-30
CALAMOS WEALTH MANAGEMENT LLC EVP, GENERAL COUNSEL AND CLO direct 2004-10-01 2007-04-11
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSOCIATE COUNSEL direct 2013-04-01 2013-09-10
RAMIREZ, GREGORY, KENNETH VICE PRESIDENT 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF ACCOUNTING OFFICER; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSISTANT TREASURER direct 2013-04-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2009-12-01
ARTISAN PARTNERS HOLDINGS LP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP 03/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP LIMITED PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC indirect 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP indirect 2009-03-01
DJURASOVIC, GEORGE CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL 09/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS UK LLP GLOBAL CHIEF COMPLIANCE OFFICER direct 2013-09-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL direct 2013-09-01
TIAA ADVISORY SERVICES, LLC COUNSEL & ASSISTANT SECRETARY direct 2001-12-01 2003-04-10
ARTISAN PARTNERS UK LLP U.S. CHIEF COMPLIANCE OFFICER direct 2013-09-01 2013-09-10
GOTTLIEB, JASON, A PRESIDENT 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2017-02-01
KREIN, CHRISTOPHER, JON VICE PRESIDENT 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALCCI, LLC MGMT. COMMITTEE direct 2006-03-01
JOHNSON, SARAH, ANNE VICE PRESIDENT AND SECRETARY 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL; VICE PRESIDENT OF GENERAL PARTNER direct 2012-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSOCIATE COUNSEL direct 2013-04-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND SECRETARY direct 2013-10-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2009-12-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2012-01-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER AND U.S. CHIEF COMPLIANCE OFFICER direct 2012-01-01
KLEIN, MICHELLE, LYNN VICE PRESIDENT 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2021-01-01
KWEI, EILEEN VICE PRESIDENT 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2021-01-01
SELLERS, SAMUEL, BENTSON VICE PRESIDENT 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2021-01-01
ARTISAN PARTNERS HOLDINGS LP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP ARTISAN INVESTMENTS GP LLC 03/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP LIMITED PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC indirect 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP indirect 2009-03-01
ARTISAN PARTNERS ASSET MANAGEMENT INC. GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP ARTISAN PARTNERS HOLDINGS LP 03/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01
ARTISAN PARTNERS UK LLP GENERAL PARTNERS OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01
ARTISAN PARTNERS UK LLP GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARTISAN CHINA POST-VENTURE MASTER FUND LP Cayman Islands 805-3297866872 Hedge Fund 244,595,660 2,500,000 Master Fund
ARTISAN INTERNATIONAL EXPLORER FUND LP United States 805-2393549370 Hedge Fund 24,086,284 2,500,000
ARTISAN US SELECT EQUITY FUND Ireland 805-4524506295 Other Private Fund UCITS FUND 1,675,358 10,000
ARTISAN US VALUE EQUITY FUND Ireland 805-2452746761 Other Private Fund UCITS FUND 1,854,552 10,000
ARTISAN CREDIT OPPORTUNITIES MASTER FUND LP Cayman Islands 805-9794837714 Hedge Fund 156,389,567 1,000,000 Master Fund
ANTERO PEAK LONG/SHORT MASTER FUND LP Cayman Islands 805-6346124906 Hedge Fund 1,653,284,196 2,500,000 Master Fund
ARTISAN SUSTAINABLE EMERGING MARKETS FUND Ireland 805-6605225896 Other Private Fund UCITS FUND 6,188,217 10,000
ARTISAN SUSTAINABLE EMERGING MARKETS FUND LP United States 805-5032526311 Other Private Fund OTHER PRIVATE FUND 366,765,107 2,000,000
ANTERO PEAK MASTER FUND LP Cayman Islands 805-5852591360 Hedge Fund 317,199,902 2,500,000 Master Fund
ARTISAN DEVELOPING WORLD FUND Ireland 805-8416842132 Other Private Fund UCITS FUND 103,876,401 10,000
ARTISAN US FOCUS FUND Ireland 805-2011690543 Other Private Fund UCITS FUND 395,180,256 10,000

ARTISAN PARTNERS LIMITED PARTNERSHIP

ownership team - last updated 2021-09-30
Name Title Start Date Direct/Indirect % Ownership
DALEY, CHARLES, JAMES CHIEF FINANCIAL OFFICER AND TREASURER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
SMITH BARNEY FUND MANAGEMENT LLC DIRECTOR direct 2007-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER AND TREASURER direct 2013-04-01
LEGG MASON FUND ADVISER INC VICE PRESIDENT AND DIRECTOR direct 2007-06-01
LM FINANCIAL PARTNERS, INC. CHIEF FINANCIAL OFFICER direct 2001-12-01
LEGG MASON WOOD WALKER, INCORPORATED CHIEF FINANCIAL OFFICER direct 2001-12-01 2005-11-18
LEGG MASON INVESTMENT COUNSEL, LLC TREASURER direct 2004-10-01 2005-12-02
BARRETT ASSOCIATES INC MANAGER direct 2009-04-01 2009-06-29
LEGG MASON PARTNERS FUND ADVISOR, LLC MANAGER direct 2007-07-01 2010-06-21
LEGG MASON GLOBAL ASSET ALLOCATION, LLC DIRECTOR direct 2007-08-01 2010-06-24
CLEARBRIDGE ADVISORS, LLC DIRECTOR direct 2007-07-01 2010-06-28
CLEARBRIDGE ASSET MANAGEMENT INC DIRECTOR direct 2007-08-01 2010-06-28
ROYCE & ASSOCIATES, LLC MEMBER OF BOARD OF MANAGERS direct 2009-04-01 2010-06-28
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC NON-EMPLOYEE MANAGER direct 2009-04-01 2010-06-28
BATTERYMARCH FINANCIAL MANAGEMENT INC NON-EMPLOYEE DIRECTOR direct 2009-05-01 2010-06-28
LEGG MASON PRIVATE PORTFOLIO GROUP, LLC DIRECTOR direct 2007-08-01 2010-06-29
GLOBAL CURRENTS INVESTMENT MANAGEMENT, LLC DIRECTOR direct 2008-03-01 2010-06-29
BARRETT ASSOCIATES INC DIRECTOR direct 2009-04-01 2010-06-30
LEGG MASON CAPITAL MANAGEMENT INC DIRECTOR direct 2009-04-01 2010-09-09
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND TREASURER OF GENERAL PARTNER direct 2010-08-01 2013-07-11
COLSON, ERIC, RICHARD CHIEF EXECUTIVE OFFICER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT OF GENERAL PARTNER direct 2007-03-01
ARTISAN PARTNERS HOLDINGS LP CHIEF EXECUTIVE OFFICER; VICE PRESIDENT OF GENERAL PARTNER direct 2010-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT OF GENERAL PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER; PRESIDENT AND CHIEF EXECUTIVE OFFICER OF GENERAL PARTNER direct 2010-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2013-04-01
ARTISAN INVESTMENTS GP LLC GENERAL PARTNER 03/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP GENERAL PARTNER direct 2009-03-01
HAMMAN, JAMES, STEPHEN VICE PRESIDENT 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSISTANT SECRETARY direct 2013-10-01
CALAMOS ASSET MANAGEMENT INC SR. V.P. & GENERAL COUNSEL direct 1998-06-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC EXEC. V.P. & GENERAL COUNSEL direct 1998-06-01 2004-04-06
CALAMOS ADVISORS LLC EVP, GENERAL COUNSEL, CCO AND CLO direct 2004-10-01 2005-04-01
CALAMOS ADVISORS LLC EVP, GENERAL COUNSEL, AND CLO direct 2004-10-01 2007-03-30
CALAMOS PARTNERS LLC EVP, GENERAL COUNSEL, AND CLO direct 2004-10-01 2007-03-30
CALAMOS WEALTH MANAGEMENT LLC EVP, GENERAL COUNSEL AND CLO direct 2004-10-01 2007-04-11
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSOCIATE COUNSEL direct 2013-04-01 2013-09-10
RAMIREZ, GREGORY, KENNETH VICE PRESIDENT 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF ACCOUNTING OFFICER; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSISTANT TREASURER direct 2013-04-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2009-12-01
ARTISAN PARTNERS HOLDINGS LP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP 03/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP LIMITED PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC indirect 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP indirect 2009-03-01
DJURASOVIC, GEORGE CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL 09/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS UK LLP GLOBAL CHIEF COMPLIANCE OFFICER direct 2013-09-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL direct 2013-09-01
TIAA ADVISORY SERVICES, LLC COUNSEL & ASSISTANT SECRETARY direct 2001-12-01 2003-04-10
ARTISAN PARTNERS UK LLP U.S. CHIEF COMPLIANCE OFFICER direct 2013-09-01 2013-09-10
GOTTLIEB, JASON, A PRESIDENT 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2017-02-01
KREIN, CHRISTOPHER, JON VICE PRESIDENT 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALCCI, LLC MGMT. COMMITTEE direct 2006-03-01
JOHNSON, SARAH, ANNE VICE PRESIDENT AND SECRETARY 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL; VICE PRESIDENT OF GENERAL PARTNER direct 2012-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSOCIATE COUNSEL direct 2013-04-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND SECRETARY direct 2013-10-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2009-12-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2012-01-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER AND U.S. CHIEF COMPLIANCE OFFICER direct 2012-01-01
KLEIN, MICHELLE, LYNN VICE PRESIDENT 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2021-01-01
KWEI, EILEEN VICE PRESIDENT 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2021-01-01
SELLERS, SAMUEL, BENTSON VICE PRESIDENT 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2021-01-01
ARTISAN PARTNERS HOLDINGS LP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP ARTISAN INVESTMENTS GP LLC 03/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP LIMITED PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC indirect 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP indirect 2009-03-01
ARTISAN PARTNERS ASSET MANAGEMENT INC. GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP ARTISAN PARTNERS HOLDINGS LP 03/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01
ARTISAN PARTNERS UK LLP GENERAL PARTNERS OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01
ARTISAN PARTNERS UK LLP GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARTISAN CHINA POST-VENTURE MASTER FUND LP Cayman Islands 805-3297866872 Hedge Fund 0 2,500,000 Master Fund
ARTISAN INTERNATIONAL SMALL CAP VALUE FUND LP United States 805-2393549370 Hedge Fund 16,131,198 2,500,000
ARTISAN US SELECT EQUITY FUND Ireland 805-4524506295 Other Private Fund UCITS FUND 1,430,746 250,000
ARTISAN US VALUE EQUITY FUND Ireland 805-2452746761 Other Private Fund UCITS FUND 594,550 250,000
ARTISAN CREDIT OPPORTUNITIES MASTER FUND LP Cayman Islands 805-9794837714 Hedge Fund 144,055,786 5,000,000 Master Fund
ANTERO PEAK LONG/SHORT MASTER FUND LP Cayman Islands 805-6346124906 Hedge Fund 1,286,910,818 2,500,000 Master Fund
ARTISAN SUSTAINABLE EMERGING MARKETS FUND Ireland 805-6605225896 Other Private Fund UCITS FUND 6,178,655 250,000
ARTISAN SUSTAINABLE EMERGING MARKETS FUND LP United States 805-5032526311 Other Private Fund OTHER PRIVATE FUND 74,480,932 5,000,000
ANTERO PEAK MASTER FUND LP Cayman Islands 805-5852591360 Hedge Fund 74,684,847 2,500,000 Master Fund
ARTISAN DEVELOPING WORLD FUND Ireland 805-8416842132 Other Private Fund UCITS FUND 79,063,688 250,000

ARTISAN PARTNERS LIMITED PARTNERSHIP

ownership team - last updated 2021-05-27
Name Title Start Date Direct/Indirect % Ownership
DALEY, CHARLES, JAMES CHIEF FINANCIAL OFFICER AND TREASURER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
SMITH BARNEY FUND MANAGEMENT LLC DIRECTOR direct 2007-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER AND TREASURER direct 2013-04-01
LEGG MASON FUND ADVISER INC VICE PRESIDENT AND DIRECTOR direct 2007-06-01
LM FINANCIAL PARTNERS, INC. CHIEF FINANCIAL OFFICER direct 2001-12-01
LEGG MASON WOOD WALKER, INCORPORATED CHIEF FINANCIAL OFFICER direct 2001-12-01 2005-11-18
LEGG MASON INVESTMENT COUNSEL, LLC TREASURER direct 2004-10-01 2005-12-02
BARRETT ASSOCIATES INC MANAGER direct 2009-04-01 2009-06-29
LEGG MASON PARTNERS FUND ADVISOR, LLC MANAGER direct 2007-07-01 2010-06-21
LEGG MASON GLOBAL ASSET ALLOCATION, LLC DIRECTOR direct 2007-08-01 2010-06-24
CLEARBRIDGE ADVISORS, LLC DIRECTOR direct 2007-07-01 2010-06-28
CLEARBRIDGE ASSET MANAGEMENT INC DIRECTOR direct 2007-08-01 2010-06-28
ROYCE & ASSOCIATES, LLC MEMBER OF BOARD OF MANAGERS direct 2009-04-01 2010-06-28
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC NON-EMPLOYEE MANAGER direct 2009-04-01 2010-06-28
BATTERYMARCH FINANCIAL MANAGEMENT INC NON-EMPLOYEE DIRECTOR direct 2009-05-01 2010-06-28
LEGG MASON PRIVATE PORTFOLIO GROUP, LLC DIRECTOR direct 2007-08-01 2010-06-29
GLOBAL CURRENTS INVESTMENT MANAGEMENT, LLC DIRECTOR direct 2008-03-01 2010-06-29
BARRETT ASSOCIATES INC DIRECTOR direct 2009-04-01 2010-06-30
LEGG MASON CAPITAL MANAGEMENT INC DIRECTOR direct 2009-04-01 2010-09-09
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND TREASURER OF GENERAL PARTNER direct 2010-08-01 2013-07-11
COLSON, ERIC, RICHARD CHIEF EXECUTIVE OFFICER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT OF GENERAL PARTNER direct 2007-03-01
ARTISAN PARTNERS HOLDINGS LP CHIEF EXECUTIVE OFFICER; VICE PRESIDENT OF GENERAL PARTNER direct 2010-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT OF GENERAL PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER; PRESIDENT AND CHIEF EXECUTIVE OFFICER OF GENERAL PARTNER direct 2010-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2013-04-01
ARTISAN INVESTMENTS GP LLC GENERAL PARTNER 03/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP GENERAL PARTNER direct 2009-03-01
HAMMAN, JAMES, STEPHEN VICE PRESIDENT 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSISTANT SECRETARY direct 2013-10-01
CALAMOS ASSET MANAGEMENT INC SR. V.P. & GENERAL COUNSEL direct 1998-06-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC EXEC. V.P. & GENERAL COUNSEL direct 1998-06-01 2004-04-06
CALAMOS ADVISORS LLC EVP, GENERAL COUNSEL, CCO AND CLO direct 2004-10-01 2005-04-01
CALAMOS ADVISORS LLC EVP, GENERAL COUNSEL, AND CLO direct 2004-10-01 2007-03-30
CALAMOS PARTNERS LLC EVP, GENERAL COUNSEL, AND CLO direct 2004-10-01 2007-03-30
CALAMOS WEALTH MANAGEMENT LLC EVP, GENERAL COUNSEL AND CLO direct 2004-10-01 2007-04-11
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSOCIATE COUNSEL direct 2013-04-01 2013-09-10
RAMIREZ, GREGORY, KENNETH VICE PRESIDENT 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF ACCOUNTING OFFICER; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSISTANT TREASURER direct 2013-04-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2009-12-01
ARTISAN PARTNERS HOLDINGS LP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP 03/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP LIMITED PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC indirect 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP indirect 2009-03-01
DJURASOVIC, GEORGE CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL 09/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS UK LLP GLOBAL CHIEF COMPLIANCE OFFICER direct 2013-09-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL direct 2013-09-01
TIAA ADVISORY SERVICES, LLC COUNSEL & ASSISTANT SECRETARY direct 2001-12-01 2003-04-10
ARTISAN PARTNERS UK LLP U.S. CHIEF COMPLIANCE OFFICER direct 2013-09-01 2013-09-10
GOTTLIEB, JASON, A PRESIDENT 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2017-02-01
KREIN, CHRISTOPHER, JON VICE PRESIDENT 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALCCI, LLC MGMT. COMMITTEE direct 2006-03-01
JOHNSON, SARAH, ANNE VICE PRESIDENT AND SECRETARY 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL; VICE PRESIDENT OF GENERAL PARTNER direct 2012-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSOCIATE COUNSEL direct 2013-04-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND SECRETARY direct 2013-10-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2009-12-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2012-01-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER AND U.S. CHIEF COMPLIANCE OFFICER direct 2012-01-01
KLEIN, MICHELLE, LYNN VICE PRESIDENT 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2021-01-01
KWEI, EILEEN VICE PRESIDENT 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2021-01-01
SELLERS, SAMUEL, BENTSON VICE PRESIDENT 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2021-01-01
ARTISAN PARTNERS HOLDINGS LP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP ARTISAN INVESTMENTS GP LLC 03/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP LIMITED PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC indirect 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP indirect 2009-03-01
ARTISAN PARTNERS ASSET MANAGEMENT INC. GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP ARTISAN PARTNERS HOLDINGS LP 03/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01
ARTISAN PARTNERS UK LLP GENERAL PARTNERS OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01
ARTISAN PARTNERS UK LLP GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARTISAN CHINA POST-VENTURE MASTER FUND LP Cayman Islands 805-3297866872 Hedge Fund 0 2,500,000 Master Fund
ARTISAN INTERNATIONAL SMALL CAP VALUE FUND LP United States 805-2393549370 Hedge Fund 16,131,198 2,500,000
ARTISAN US SELECT EQUITY FUND Ireland 805-4524506295 Other Private Fund UCITS FUND 1,430,746 250,000
ARTISAN US VALUE EQUITY FUND Ireland 805-2452746761 Other Private Fund UCITS FUND 594,550 250,000
ARTISAN CREDIT OPPORTUNITIES MASTER FUND LP Cayman Islands 805-9794837714 Hedge Fund 144,055,786 5,000,000 Master Fund
ANTERO PEAK LONG/SHORT MASTER FUND LP Cayman Islands 805-6346124906 Hedge Fund 1,286,910,818 2,500,000 Master Fund
ARTISAN SUSTAINABLE EMERGING MARKETS FUND Ireland 805-6605225896 Other Private Fund UCITS FUND 6,178,655 250,000
ARTISAN SUSTAINABLE EMERGING MARKETS FUND LP United States 805-5032526311 Other Private Fund OTHER PRIVATE FUND 74,480,932 5,000,000
ANTERO PEAK MASTER FUND LP Cayman Islands 805-5852591360 Hedge Fund 74,684,847 2,500,000 Master Fund
ARTISAN DEVELOPING WORLD FUND Ireland 805-8416842132 Other Private Fund UCITS FUND 79,063,688 250,000

ARTISAN PARTNERS LIMITED PARTNERSHIP

ownership team - last updated 2021-03-27
Name Title Start Date Direct/Indirect % Ownership
DALEY, CHARLES, JAMES CHIEF FINANCIAL OFFICER AND TREASURER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
SMITH BARNEY FUND MANAGEMENT LLC DIRECTOR direct 2007-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER AND TREASURER direct 2013-04-01
LEGG MASON FUND ADVISER INC VICE PRESIDENT AND DIRECTOR direct 2007-06-01
LM FINANCIAL PARTNERS, INC. CHIEF FINANCIAL OFFICER direct 2001-12-01
LEGG MASON WOOD WALKER, INCORPORATED CHIEF FINANCIAL OFFICER direct 2001-12-01 2005-11-18
LEGG MASON INVESTMENT COUNSEL, LLC TREASURER direct 2004-10-01 2005-12-02
BARRETT ASSOCIATES INC MANAGER direct 2009-04-01 2009-06-29
LEGG MASON PARTNERS FUND ADVISOR, LLC MANAGER direct 2007-07-01 2010-06-21
LEGG MASON GLOBAL ASSET ALLOCATION, LLC DIRECTOR direct 2007-08-01 2010-06-24
CLEARBRIDGE ADVISORS, LLC DIRECTOR direct 2007-07-01 2010-06-28
CLEARBRIDGE ASSET MANAGEMENT INC DIRECTOR direct 2007-08-01 2010-06-28
ROYCE & ASSOCIATES, LLC MEMBER OF BOARD OF MANAGERS direct 2009-04-01 2010-06-28
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC NON-EMPLOYEE MANAGER direct 2009-04-01 2010-06-28
BATTERYMARCH FINANCIAL MANAGEMENT INC NON-EMPLOYEE DIRECTOR direct 2009-05-01 2010-06-28
LEGG MASON PRIVATE PORTFOLIO GROUP, LLC DIRECTOR direct 2007-08-01 2010-06-29
GLOBAL CURRENTS INVESTMENT MANAGEMENT, LLC DIRECTOR direct 2008-03-01 2010-06-29
BARRETT ASSOCIATES INC DIRECTOR direct 2009-04-01 2010-06-30
LEGG MASON CAPITAL MANAGEMENT INC DIRECTOR direct 2009-04-01 2010-09-09
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND TREASURER OF GENERAL PARTNER direct 2010-08-01 2013-07-11
COLSON, ERIC, RICHARD CHIEF EXECUTIVE OFFICER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT OF GENERAL PARTNER direct 2007-03-01
ARTISAN PARTNERS HOLDINGS LP CHIEF EXECUTIVE OFFICER; VICE PRESIDENT OF GENERAL PARTNER direct 2010-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT OF GENERAL PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER; PRESIDENT AND CHIEF EXECUTIVE OFFICER OF GENERAL PARTNER direct 2010-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2013-04-01
ARTISAN INVESTMENTS GP LLC GENERAL PARTNER 03/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP GENERAL PARTNER direct 2009-03-01
HAMMAN, JAMES, STEPHEN VICE PRESIDENT 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSISTANT SECRETARY direct 2013-10-01
CALAMOS ASSET MANAGEMENT INC SR. V.P. & GENERAL COUNSEL direct 1998-06-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC EXEC. V.P. & GENERAL COUNSEL direct 1998-06-01 2004-04-06
CALAMOS ADVISORS LLC EVP, GENERAL COUNSEL, CCO AND CLO direct 2004-10-01 2005-04-01
CALAMOS ADVISORS LLC EVP, GENERAL COUNSEL, AND CLO direct 2004-10-01 2007-03-30
CALAMOS PARTNERS LLC EVP, GENERAL COUNSEL, AND CLO direct 2004-10-01 2007-03-30
CALAMOS WEALTH MANAGEMENT LLC EVP, GENERAL COUNSEL AND CLO direct 2004-10-01 2007-04-11
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSOCIATE COUNSEL direct 2013-04-01 2013-09-10
RAMIREZ, GREGORY, KENNETH VICE PRESIDENT 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF ACCOUNTING OFFICER; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSISTANT TREASURER direct 2013-04-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2009-12-01
ARTISAN PARTNERS HOLDINGS LP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP 03/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP LIMITED PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC indirect 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP indirect 2009-03-01
DJURASOVIC, GEORGE CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL 09/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS UK LLP GLOBAL CHIEF COMPLIANCE OFFICER direct 2013-09-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL direct 2013-09-01
TIAA ADVISORY SERVICES, LLC COUNSEL & ASSISTANT SECRETARY direct 2001-12-01 2003-04-10
ARTISAN PARTNERS UK LLP U.S. CHIEF COMPLIANCE OFFICER direct 2013-09-01 2013-09-10
GOTTLIEB, JASON, A PRESIDENT 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2017-02-01
KREIN, CHRISTOPHER, JON VICE PRESIDENT 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALCCI, LLC MGMT. COMMITTEE direct 2006-03-01
JOHNSON, SARAH, ANNE VICE PRESIDENT AND SECRETARY 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL; VICE PRESIDENT OF GENERAL PARTNER direct 2012-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSOCIATE COUNSEL direct 2013-04-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND SECRETARY direct 2013-10-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2009-12-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2012-01-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER AND U.S. CHIEF COMPLIANCE OFFICER direct 2012-01-01
KLEIN, MICHELLE, LYNN VICE PRESIDENT 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2021-01-01
KWEI, EILEEN VICE PRESIDENT 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2021-01-01
SELLERS, SAMUEL, BENTSON VICE PRESIDENT 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2021-01-01
ARTISAN PARTNERS HOLDINGS LP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP ARTISAN INVESTMENTS GP LLC 03/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP LIMITED PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC indirect 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP indirect 2009-03-01
ARTISAN PARTNERS ASSET MANAGEMENT INC. GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP ARTISAN PARTNERS HOLDINGS LP 03/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01
ARTISAN PARTNERS UK LLP GENERAL PARTNERS OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01
ARTISAN PARTNERS UK LLP GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARTISAN INTERNATIONAL SMALL CAP VALUE FUND LP United States 805-2393549370 Hedge Fund 16,131,198 2,500,000
ARTISAN US SELECT EQUITY FUND Ireland 805-4524506295 Other Private Fund UCITS FUND 1,430,746 250,000
ARTISAN US VALUE EQUITY FUND Ireland 805-2452746761 Other Private Fund UCITS FUND 594,550 250,000
ARTISAN CREDIT OPPORTUNITIES MASTER FUND LP Cayman Islands 805-9794837714 Hedge Fund 144,055,786 5,000,000 Master Fund
ANTERO PEAK LONG/SHORT MASTER FUND LP Cayman Islands 805-6346124906 Hedge Fund 1,286,910,818 2,500,000 Master Fund
ARTISAN SUSTAINABLE EMERGING MARKETS FUND Ireland 805-6605225896 Other Private Fund UCITS FUND 6,178,655 250,000
ARTISAN SUSTAINABLE EMERGING MARKETS FUND LP United States 805-5032526311 Other Private Fund OTHER PRIVATE FUND 74,480,932 5,000,000
ANTERO PEAK MASTER FUND LP Cayman Islands 805-5852591360 Hedge Fund 74,684,847 2,500,000 Master Fund
ARTISAN DEVELOPING WORLD FUND Ireland 805-8416842132 Other Private Fund UCITS FUND 79,063,688 250,000

ARTISAN PARTNERS LIMITED PARTNERSHIP

ownership team - last updated 2020-10-01
Name Title Start Date Direct/Indirect % Ownership
DALEY, CHARLES, JAMES CHIEF FINANCIAL OFFICER AND TREASURER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
SMITH BARNEY FUND MANAGEMENT LLC DIRECTOR direct 2007-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER AND TREASURER direct 2013-04-01
LEGG MASON FUND ADVISER INC VICE PRESIDENT AND DIRECTOR direct 2007-06-01
LM FINANCIAL PARTNERS, INC. CHIEF FINANCIAL OFFICER direct 2001-12-01
LEGG MASON WOOD WALKER, INCORPORATED CHIEF FINANCIAL OFFICER direct 2001-12-01 2005-11-18
LEGG MASON INVESTMENT COUNSEL, LLC TREASURER direct 2004-10-01 2005-12-02
BARRETT ASSOCIATES INC MANAGER direct 2009-04-01 2009-06-29
LEGG MASON PARTNERS FUND ADVISOR, LLC MANAGER direct 2007-07-01 2010-06-21
LEGG MASON GLOBAL ASSET ALLOCATION, LLC DIRECTOR direct 2007-08-01 2010-06-24
CLEARBRIDGE ADVISORS, LLC DIRECTOR direct 2007-07-01 2010-06-28
CLEARBRIDGE ASSET MANAGEMENT INC DIRECTOR direct 2007-08-01 2010-06-28
ROYCE & ASSOCIATES, LLC MEMBER OF BOARD OF MANAGERS direct 2009-04-01 2010-06-28
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC NON-EMPLOYEE MANAGER direct 2009-04-01 2010-06-28
BATTERYMARCH FINANCIAL MANAGEMENT INC NON-EMPLOYEE DIRECTOR direct 2009-05-01 2010-06-28
LEGG MASON PRIVATE PORTFOLIO GROUP, LLC DIRECTOR direct 2007-08-01 2010-06-29
GLOBAL CURRENTS INVESTMENT MANAGEMENT, LLC DIRECTOR direct 2008-03-01 2010-06-29
BARRETT ASSOCIATES INC DIRECTOR direct 2009-04-01 2010-06-30
LEGG MASON CAPITAL MANAGEMENT INC DIRECTOR direct 2009-04-01 2010-09-09
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND TREASURER OF GENERAL PARTNER direct 2010-08-01 2013-07-11
COLSON, ERIC, RICHARD PRESIDENT AND CHIEF EXECUTIVE OFFICER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT OF GENERAL PARTNER direct 2007-03-01
ARTISAN PARTNERS HOLDINGS LP CHIEF EXECUTIVE OFFICER; VICE PRESIDENT OF GENERAL PARTNER direct 2010-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT OF GENERAL PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER; PRESIDENT AND CHIEF EXECUTIVE OFFICER OF GENERAL PARTNER direct 2010-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2013-04-01
ARTISAN INVESTMENTS GP LLC GENERAL PARTNER 03/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP GENERAL PARTNER direct 2009-03-01
HAMMAN, JAMES, STEPHEN VICE PRESIDENT 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSISTANT SECRETARY direct 2013-10-01
CALAMOS ASSET MANAGEMENT INC SR. V.P. & GENERAL COUNSEL direct 1998-06-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC EXEC. V.P. & GENERAL COUNSEL direct 1998-06-01 2004-04-06
CALAMOS ADVISORS LLC EVP, GENERAL COUNSEL, CCO AND CLO direct 2004-10-01 2005-04-01
CALAMOS ADVISORS LLC EVP, GENERAL COUNSEL, AND CLO direct 2004-10-01 2007-03-30
CALAMOS PARTNERS LLC EVP, GENERAL COUNSEL, AND CLO direct 2004-10-01 2007-03-30
CALAMOS WEALTH MANAGEMENT LLC EVP, GENERAL COUNSEL AND CLO direct 2004-10-01 2007-04-11
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSOCIATE COUNSEL direct 2013-04-01 2013-09-10
RAMIREZ, GREGORY, KENNETH VICE PRESIDENT 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF ACCOUNTING OFFICER; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSISTANT TREASURER direct 2013-04-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2009-12-01
ARTISAN PARTNERS HOLDINGS LP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP 03/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP LIMITED PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC indirect 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP indirect 2009-03-01
DJURASOVIC, GEORGE CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL 09/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS UK LLP GLOBAL CHIEF COMPLIANCE OFFICER direct 2013-09-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL direct 2013-09-01
TIAA ADVISORY SERVICES, LLC COUNSEL & ASSISTANT SECRETARY direct 2001-12-01 2003-04-10
ARTISAN PARTNERS UK LLP U.S. CHIEF COMPLIANCE OFFICER direct 2013-09-01 2013-09-10
GOTTLIEB, JASON, A VICE PRESIDENT 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2017-02-01
KREIN, CHRISTOPHER, JON VICE PRESIDENT 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALCCI, LLC MGMT. COMMITTEE direct 2006-03-01
JOHNSON, SARAH, ANNE VICE PRESIDENT AND SECRETARY 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL; VICE PRESIDENT OF GENERAL PARTNER direct 2012-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSOCIATE COUNSEL direct 2013-04-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND SECRETARY direct 2013-10-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2009-12-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2012-01-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER AND U.S. CHIEF COMPLIANCE OFFICER direct 2012-01-01
ARTISAN PARTNERS HOLDINGS LP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP ARTISAN INVESTMENTS GP LLC 03/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP LIMITED PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC indirect 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP indirect 2009-03-01
ARTISAN PARTNERS ASSET MANAGEMENT INC. GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP ARTISAN PARTNERS HOLDINGS LP 03/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01
ARTISAN PARTNERS UK LLP GENERAL PARTNERS OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01
ARTISAN PARTNERS UK LLP GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARTISAN GLOBAL DISCOVERY FUND Ireland 805-8924967999 Other Private Fund UCITS FUND 3,981,028 2,000,000
ARTISAN US VALUE EQUITY FUND Ireland 805-2452746761 Other Private Fund UCITS FUND 1,008,112 2,000,000
ARTISAN CREDIT OPPORTUNITIES MASTER FUND LP Cayman Islands 805-9794837714 Hedge Fund 103,413,481 5,000,000 Master Fund
ARTISAN THEMATIC MASTER FUND LP Cayman Islands 805-6346124906 Hedge Fund 751,201,119 2,500,000 Master Fund
ARTISAN SUSTAINABLE EMERGING MARKETS FUND Ireland 805-6605225896 Other Private Fund UCITS FUND 5,069,421 2,000,000
ARTISAN SUSTAINABLE EMERGING MARKETS FUND LP United States 805-5032526311 Other Private Fund OTHER PRIVATE FUND 19,739,702 5,000,000
ARTISAN THEMATIC FUND Ireland 805-2011690543 Other Private Fund UCITS FUND 123,728,792 2,000,000

ARTISAN PARTNERS LIMITED PARTNERSHIP

ownership team - last updated 2020-06-29
Name Title Start Date Direct/Indirect % Ownership
DALEY, CHARLES, JAMES CHIEF FINANCIAL OFFICER AND TREASURER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
SMITH BARNEY FUND MANAGEMENT LLC DIRECTOR direct 2007-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER AND TREASURER direct 2013-04-01
LEGG MASON FUND ADVISER INC VICE PRESIDENT AND DIRECTOR direct 2007-06-01
LM FINANCIAL PARTNERS, INC. CHIEF FINANCIAL OFFICER direct 2001-12-01
LEGG MASON WOOD WALKER, INCORPORATED CHIEF FINANCIAL OFFICER direct 2001-12-01 2005-11-18
LEGG MASON INVESTMENT COUNSEL, LLC TREASURER direct 2004-10-01 2005-12-02
BARRETT ASSOCIATES INC MANAGER direct 2009-04-01 2009-06-29
LEGG MASON PARTNERS FUND ADVISOR, LLC MANAGER direct 2007-07-01 2010-06-21
LEGG MASON GLOBAL ASSET ALLOCATION, LLC DIRECTOR direct 2007-08-01 2010-06-24
CLEARBRIDGE ADVISORS, LLC DIRECTOR direct 2007-07-01 2010-06-28
CLEARBRIDGE ASSET MANAGEMENT INC DIRECTOR direct 2007-08-01 2010-06-28
ROYCE & ASSOCIATES, LLC MEMBER OF BOARD OF MANAGERS direct 2009-04-01 2010-06-28
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC NON-EMPLOYEE MANAGER direct 2009-04-01 2010-06-28
BATTERYMARCH FINANCIAL MANAGEMENT INC NON-EMPLOYEE DIRECTOR direct 2009-05-01 2010-06-28
LEGG MASON PRIVATE PORTFOLIO GROUP, LLC DIRECTOR direct 2007-08-01 2010-06-29
GLOBAL CURRENTS INVESTMENT MANAGEMENT, LLC DIRECTOR direct 2008-03-01 2010-06-29
BARRETT ASSOCIATES INC DIRECTOR direct 2009-04-01 2010-06-30
LEGG MASON CAPITAL MANAGEMENT INC DIRECTOR direct 2009-04-01 2010-09-09
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND TREASURER OF GENERAL PARTNER direct 2010-08-01 2013-07-11
COLSON, ERIC, RICHARD PRESIDENT AND CHIEF EXECUTIVE OFFICER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT OF GENERAL PARTNER direct 2007-03-01
ARTISAN PARTNERS HOLDINGS LP CHIEF EXECUTIVE OFFICER; VICE PRESIDENT OF GENERAL PARTNER direct 2010-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT OF GENERAL PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER; PRESIDENT AND CHIEF EXECUTIVE OFFICER OF GENERAL PARTNER direct 2010-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2013-04-01
ARTISAN INVESTMENTS GP LLC GENERAL PARTNER 03/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP GENERAL PARTNER direct 2009-03-01
HAMMAN, JAMES, STEPHEN VICE PRESIDENT 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSISTANT SECRETARY direct 2013-10-01
CALAMOS ASSET MANAGEMENT INC SR. V.P. & GENERAL COUNSEL direct 1998-06-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC EXEC. V.P. & GENERAL COUNSEL direct 1998-06-01 2004-04-06
CALAMOS ADVISORS LLC EVP, GENERAL COUNSEL, CCO AND CLO direct 2004-10-01 2005-04-01
CALAMOS ADVISORS LLC EVP, GENERAL COUNSEL, AND CLO direct 2004-10-01 2007-03-30
CALAMOS PARTNERS LLC EVP, GENERAL COUNSEL, AND CLO direct 2004-10-01 2007-03-30
CALAMOS WEALTH MANAGEMENT LLC EVP, GENERAL COUNSEL AND CLO direct 2004-10-01 2007-04-11
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSOCIATE COUNSEL direct 2013-04-01 2013-09-10
RAMIREZ, GREGORY, KENNETH VICE PRESIDENT 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF ACCOUNTING OFFICER; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSISTANT TREASURER direct 2013-04-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2009-12-01
ARTISAN PARTNERS HOLDINGS LP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP 03/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP LIMITED PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC indirect 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP indirect 2009-03-01
DJURASOVIC, GEORGE CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL 09/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS UK LLP GLOBAL CHIEF COMPLIANCE OFFICER direct 2013-09-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL direct 2013-09-01
TIAA ADVISORY SERVICES, LLC COUNSEL & ASSISTANT SECRETARY direct 2001-12-01 2003-04-10
ARTISAN PARTNERS UK LLP U.S. CHIEF COMPLIANCE OFFICER direct 2013-09-01 2013-09-10
GOTTLIEB, JASON, A VICE PRESIDENT 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2017-02-01
KREIN, CHRISTOPHER, JON VICE PRESIDENT 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALCCI, LLC MGMT. COMMITTEE direct 2006-03-01
JOHNSON, SARAH, ANNE VICE PRESIDENT AND SECRETARY 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL; VICE PRESIDENT OF GENERAL PARTNER direct 2012-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSOCIATE COUNSEL direct 2013-04-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND SECRETARY direct 2013-10-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2009-12-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2012-01-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER AND U.S. CHIEF COMPLIANCE OFFICER direct 2012-01-01
ARTISAN PARTNERS HOLDINGS LP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP ARTISAN INVESTMENTS GP LLC 03/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP LIMITED PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC indirect 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP indirect 2009-03-01
ARTISAN PARTNERS ASSET MANAGEMENT INC. GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP ARTISAN PARTNERS HOLDINGS LP 03/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01
ARTISAN PARTNERS UK LLP GENERAL PARTNERS OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01
ARTISAN PARTNERS UK LLP GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARTISAN GLOBAL DISCOVERY FUND Ireland 805-8924967999 Other Private Fund UCITS FUND 3,981,028 2,000,000
ARTISAN US VALUE EQUITY FUND Ireland 805-2452746761 Other Private Fund UCITS FUND 1,008,112 2,000,000
ARTISAN CREDIT OPPORTUNITIES MASTER FUND LP Cayman Islands 805-9794837714 Hedge Fund 103,413,481 5,000,000 Master Fund
ARTISAN THEMATIC MASTER FUND LP Cayman Islands 805-6346124906 Hedge Fund 751,201,119 2,500,000 Master Fund
ARTISAN SUSTAINABLE EMERGING MARKETS FUND Ireland 805-6605225896 Other Private Fund UCITS FUND 5,069,421 2,000,000
ARTISAN SUSTAINABLE EMERGING MARKETS FUND LP United States 805-5032526311 Other Private Fund OTHER PRIVATE FUND 19,739,702 5,000,000
ARTISAN THEMATIC FUND Ireland 805-2011690543 Other Private Fund UCITS FUND 123,728,792 2,000,000

ARTISAN PARTNERS LIMITED PARTNERSHIP

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARTISAN GLOBAL DISCOVERY FUND Ireland 805-8924967999 Other Private Fund UCITS FUND 3,981,028 2,000,000
ARTISAN US VALUE EQUITY FUND Ireland 805-2452746761 Other Private Fund UCITS FUND 1,008,112 2,000,000
ARTISAN THEMATIC FUND Ireland 805-2011690543 Other Private Fund UCITS FUND 123,728,792 2,000,000
ARTISAN CREDIT OPPORTUNITIES MASTER FUND LP Cayman Islands 805-9794837714 Hedge Fund 103,413,481 5,000,000 Master Fund
ARTISAN THEMATIC MASTER FUND LP Cayman Islands 805-6346124906 Hedge Fund 751,201,119 2,500,000 Master Fund
ARTISAN SUSTAINABLE EMERGING MARKETS FUND Ireland 805-6605225896 Other Private Fund UCITS FUND 5,069,421 2,000,000
ARTISAN SUSTAINABLE EMERGING MARKETS FUND LP United States 805-5032526311 Other Private Fund OTHER PRIVATE FUND 19,739,702 5,000,000

ARTISAN PARTNERS LIMITED PARTNERSHIP

ownership team - last updated 2019-10-01
Name Title Start Date Direct/Indirect % Ownership
DALEY, CHARLES, JAMES CHIEF FINANCIAL OFFICER AND TREASURER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
SMITH BARNEY FUND MANAGEMENT LLC DIRECTOR direct 2007-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER AND TREASURER direct 2013-04-01
LEGG MASON FUND ADVISER INC VICE PRESIDENT AND DIRECTOR direct 2007-06-01
LM FINANCIAL PARTNERS, INC. CHIEF FINANCIAL OFFICER direct 2001-12-01
LEGG MASON WOOD WALKER, INCORPORATED CHIEF FINANCIAL OFFICER direct 2001-12-01 2005-11-18
LEGG MASON INVESTMENT COUNSEL, LLC TREASURER direct 2004-10-01 2005-12-02
BARRETT ASSOCIATES INC MANAGER direct 2009-04-01 2009-06-29
LEGG MASON PARTNERS FUND ADVISOR, LLC MANAGER direct 2007-07-01 2010-06-21
LEGG MASON GLOBAL ASSET ALLOCATION, LLC DIRECTOR direct 2007-08-01 2010-06-24
CLEARBRIDGE ADVISORS, LLC DIRECTOR direct 2007-07-01 2010-06-28
CLEARBRIDGE ASSET MANAGEMENT INC DIRECTOR direct 2007-08-01 2010-06-28
ROYCE & ASSOCIATES, LLC MEMBER OF BOARD OF MANAGERS direct 2009-04-01 2010-06-28
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC NON-EMPLOYEE MANAGER direct 2009-04-01 2010-06-28
BATTERYMARCH FINANCIAL MANAGEMENT INC NON-EMPLOYEE DIRECTOR direct 2009-05-01 2010-06-28
LEGG MASON PRIVATE PORTFOLIO GROUP, LLC DIRECTOR direct 2007-08-01 2010-06-29
GLOBAL CURRENTS INVESTMENT MANAGEMENT, LLC DIRECTOR direct 2008-03-01 2010-06-29
BARRETT ASSOCIATES INC DIRECTOR direct 2009-04-01 2010-06-30
LEGG MASON CAPITAL MANAGEMENT INC DIRECTOR direct 2009-04-01 2010-09-09
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND TREASURER OF GENERAL PARTNER direct 2010-08-01 2013-07-11
COLSON, ERIC, RICHARD PRESIDENT AND CHIEF EXECUTIVE OFFICER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT OF GENERAL PARTNER direct 2007-03-01
ARTISAN PARTNERS HOLDINGS LP CHIEF EXECUTIVE OFFICER; VICE PRESIDENT OF GENERAL PARTNER direct 2010-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT OF GENERAL PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER; PRESIDENT AND CHIEF EXECUTIVE OFFICER OF GENERAL PARTNER direct 2010-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2013-04-01
ARTISAN INVESTMENTS GP LLC GENERAL PARTNER 03/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP GENERAL PARTNER direct 2009-03-01
HAMMAN, JAMES, STEPHEN VICE PRESIDENT 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSISTANT SECRETARY direct 2013-10-01
CALAMOS ASSET MANAGEMENT INC SR. V.P. & GENERAL COUNSEL direct 1998-06-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC EXEC. V.P. & GENERAL COUNSEL direct 1998-06-01 2004-04-06
CALAMOS ADVISORS LLC EVP, GENERAL COUNSEL, CCO AND CLO direct 2004-10-01 2005-04-01
CALAMOS ADVISORS LLC EVP, GENERAL COUNSEL, AND CLO direct 2004-10-01 2007-03-30
CALAMOS PARTNERS LLC EVP, GENERAL COUNSEL, AND CLO direct 2004-10-01 2007-03-30
CALAMOS WEALTH MANAGEMENT LLC EVP, GENERAL COUNSEL AND CLO direct 2004-10-01 2007-04-11
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSOCIATE COUNSEL direct 2013-04-01 2013-09-10
RAMIREZ, GREGORY, KENNETH VICE PRESIDENT 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF ACCOUNTING OFFICER; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSISTANT TREASURER direct 2013-04-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2009-12-01
ARTISAN PARTNERS HOLDINGS LP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP 03/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP LIMITED PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC indirect 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP indirect 2009-03-01
DJURASOVIC, GEORGE CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL 09/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS UK LLP GLOBAL CHIEF COMPLIANCE OFFICER direct 2013-09-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL direct 2013-09-01
TIAA ADVISORY SERVICES, LLC COUNSEL & ASSISTANT SECRETARY direct 2001-12-01 2003-04-10
ARTISAN PARTNERS UK LLP U.S. CHIEF COMPLIANCE OFFICER direct 2013-09-01 2013-09-10
GOTTLIEB, JASON, A VICE PRESIDENT 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2017-02-01
JOHNSON, SARAH, ANNE VICE PRESIDENT AND SECRETARY 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL; VICE PRESIDENT OF GENERAL PARTNER direct 2012-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSOCIATE COUNSEL direct 2013-04-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND SECRETARY direct 2013-10-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2009-12-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2012-01-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER AND U.S. CHIEF COMPLIANCE OFFICER direct 2012-01-01
ARTISAN PARTNERS HOLDINGS LP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP ARTISAN INVESTMENTS GP LLC 03/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP LIMITED PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC indirect 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP indirect 2009-03-01
ARTISAN PARTNERS ASSET MANAGEMENT INC. GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP ARTISAN PARTNERS HOLDINGS LP 03/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01
ARTISAN PARTNERS UK LLP GENERAL PARTNERS OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01
ARTISAN PARTNERS UK LLP GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARTISAN GLOBAL DISCOVERY FUND Ireland 805-8924967999 Other Private Fund UCITS FUND 1,064,354 2,000,000
ARTISAN US VALUE EQUITY FUND Ireland 805-2452746761 Other Private Fund UCITS FUND 1,089,481 2,000,000
ARTISAN THEMATIC FUND Ireland 805-2011690543 Other Private Fund UCITS FUND 970,236 2,000,000
ARTISAN CREDIT OPPORTUNITIES MASTER FUND LP Cayman Islands 805-9794837714 Hedge Fund 77,659,468 5,000,000 Master Fund
ARTISAN THEMATIC MASTER FUND LP Cayman Islands 805-6346124906 Hedge Fund 286,811,705 2,500,000 Master Fund
ARTISAN EMERGING MARKETS FUND Ireland 805-6605225896 Other Private Fund UCITS FUND 4,211,081 2,000,000

ARTISAN PARTNERS LIMITED PARTNERSHIP

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
DALEY, CHARLES, JAMES CHIEF FINANCIAL OFFICER AND TREASURER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
SMITH BARNEY FUND MANAGEMENT LLC DIRECTOR direct 2007-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER AND TREASURER direct 2013-04-01
LEGG MASON FUND ADVISER INC VICE PRESIDENT AND DIRECTOR direct 2007-06-01
LM FINANCIAL PARTNERS, INC. CHIEF FINANCIAL OFFICER direct 2001-12-01
LEGG MASON WOOD WALKER, INCORPORATED CHIEF FINANCIAL OFFICER direct 2001-12-01 2005-11-18
LEGG MASON INVESTMENT COUNSEL, LLC TREASURER direct 2004-10-01 2005-12-02
BARRETT ASSOCIATES INC MANAGER direct 2009-04-01 2009-06-29
LEGG MASON PARTNERS FUND ADVISOR, LLC MANAGER direct 2007-07-01 2010-06-21
LEGG MASON GLOBAL ASSET ALLOCATION, LLC DIRECTOR direct 2007-08-01 2010-06-24
CLEARBRIDGE ADVISORS, LLC DIRECTOR direct 2007-07-01 2010-06-28
CLEARBRIDGE ASSET MANAGEMENT INC DIRECTOR direct 2007-08-01 2010-06-28
ROYCE & ASSOCIATES, LLC MEMBER OF BOARD OF MANAGERS direct 2009-04-01 2010-06-28
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC NON-EMPLOYEE MANAGER direct 2009-04-01 2010-06-28
BATTERYMARCH FINANCIAL MANAGEMENT INC NON-EMPLOYEE DIRECTOR direct 2009-05-01 2010-06-28
LEGG MASON PRIVATE PORTFOLIO GROUP, LLC DIRECTOR direct 2007-08-01 2010-06-29
GLOBAL CURRENTS INVESTMENT MANAGEMENT, LLC DIRECTOR direct 2008-03-01 2010-06-29
BARRETT ASSOCIATES INC DIRECTOR direct 2009-04-01 2010-06-30
LEGG MASON CAPITAL MANAGEMENT INC DIRECTOR direct 2009-04-01 2010-09-09
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND TREASURER OF GENERAL PARTNER direct 2010-08-01 2013-07-11
COLSON, ERIC, RICHARD PRESIDENT AND CHIEF EXECUTIVE OFFICER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT OF GENERAL PARTNER direct 2007-03-01
ARTISAN PARTNERS HOLDINGS LP CHIEF EXECUTIVE OFFICER; VICE PRESIDENT OF GENERAL PARTNER direct 2010-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT OF GENERAL PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER; PRESIDENT AND CHIEF EXECUTIVE OFFICER OF GENERAL PARTNER direct 2010-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2013-04-01
ARTISAN INVESTMENTS GP LLC GENERAL PARTNER 03/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP GENERAL PARTNER direct 2009-03-01
HAMMAN, JAMES, STEPHEN VICE PRESIDENT 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSISTANT SECRETARY direct 2013-10-01
CALAMOS ASSET MANAGEMENT INC SR. V.P. & GENERAL COUNSEL direct 1998-06-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC EXEC. V.P. & GENERAL COUNSEL direct 1998-06-01 2004-04-06
CALAMOS ADVISORS LLC EVP, GENERAL COUNSEL, CCO AND CLO direct 2004-10-01 2005-04-01
CALAMOS ADVISORS LLC EVP, GENERAL COUNSEL, AND CLO direct 2004-10-01 2007-03-30
CALAMOS PARTNERS LLC EVP, GENERAL COUNSEL, AND CLO direct 2004-10-01 2007-03-30
CALAMOS WEALTH MANAGEMENT LLC EVP, GENERAL COUNSEL AND CLO direct 2004-10-01 2007-04-11
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSOCIATE COUNSEL direct 2013-04-01 2013-09-10
RAMIREZ, GREGORY, KENNETH VICE PRESIDENT 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF ACCOUNTING OFFICER; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSISTANT TREASURER direct 2013-04-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2009-12-01
ARTISAN PARTNERS HOLDINGS LP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP 03/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP LIMITED PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC indirect 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP indirect 2009-03-01
DJURASOVIC, GEORGE CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL 09/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS UK LLP GLOBAL CHIEF COMPLIANCE OFFICER direct 2013-09-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL direct 2013-09-01
TIAA ADVISORY SERVICES, LLC COUNSEL & ASSISTANT SECRETARY direct 2001-12-01 2003-04-10
ARTISAN PARTNERS UK LLP U.S. CHIEF COMPLIANCE OFFICER direct 2013-09-01 2013-09-10
GOTTLIEB, JASON, A VICE PRESIDENT 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2017-02-01
JOHNSON, SARAH, ANNE VICE PRESIDENT AND SECRETARY 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL; VICE PRESIDENT OF GENERAL PARTNER direct 2012-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSOCIATE COUNSEL direct 2013-04-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND SECRETARY direct 2013-10-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2009-12-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2012-01-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER AND U.S. CHIEF COMPLIANCE OFFICER direct 2012-01-01
ARTISAN PARTNERS HOLDINGS LP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP ARTISAN INVESTMENTS GP LLC 03/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP LIMITED PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC indirect 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP indirect 2009-03-01
ARTISAN PARTNERS ASSET MANAGEMENT INC. GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP ARTISAN PARTNERS HOLDINGS LP 03/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01
ARTISAN PARTNERS UK LLP GENERAL PARTNERS OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01
ARTISAN PARTNERS UK LLP GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARTISAN CREDIT OPPORTUNITIES MASTER FUND LP Cayman Islands 805-9794837714 Hedge Fund 77,659,468 5,000,000 Master Fund
ARTISAN THEMATIC MASTER FUND LP Cayman Islands 805-6346124906 Hedge Fund 286,811,705 2,500,000 Master Fund
ARTISAN GLOBAL DISCOVERY FUND Ireland 805-8924967999 Other Private Fund UCITS FUND 1,064,354 2,000,000
ARTISAN US VALUE EQUITY FUND Ireland 805-2452746761 Other Private Fund UCITS FUND 1,089,481 2,000,000
ARTISAN THEMATIC FUND Ireland 805-2011690543 Other Private Fund UCITS FUND 970,236 2,000,000
ARTISAN EMERGING MARKETS FUND Ireland 805-6605225896 Other Private Fund UCITS FUND 4,211,081 2,000,000

ARTISAN PARTNERS LIMITED PARTNERSHIP

ownership team - last updated 2018-12-07
Name Title Start Date Direct/Indirect % Ownership
DALEY, CHARLES, JAMES CHIEF FINANCIAL OFFICER AND TREASURER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
SMITH BARNEY FUND MANAGEMENT LLC DIRECTOR direct 2007-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER AND TREASURER direct 2013-04-01
LEGG MASON FUND ADVISER INC VICE PRESIDENT AND DIRECTOR direct 2007-06-01
LM FINANCIAL PARTNERS, INC. CHIEF FINANCIAL OFFICER direct 2001-12-01
LEGG MASON WOOD WALKER, INCORPORATED CHIEF FINANCIAL OFFICER direct 2001-12-01 2005-11-18
LEGG MASON INVESTMENT COUNSEL, LLC TREASURER direct 2004-10-01 2005-12-02
BARRETT ASSOCIATES INC MANAGER direct 2009-04-01 2009-06-29
LEGG MASON PARTNERS FUND ADVISOR, LLC MANAGER direct 2007-07-01 2010-06-21
LEGG MASON GLOBAL ASSET ALLOCATION, LLC DIRECTOR direct 2007-08-01 2010-06-24
CLEARBRIDGE ADVISORS, LLC DIRECTOR direct 2007-07-01 2010-06-28
CLEARBRIDGE ASSET MANAGEMENT INC DIRECTOR direct 2007-08-01 2010-06-28
ROYCE & ASSOCIATES, LLC MEMBER OF BOARD OF MANAGERS direct 2009-04-01 2010-06-28
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC NON-EMPLOYEE MANAGER direct 2009-04-01 2010-06-28
BATTERYMARCH FINANCIAL MANAGEMENT INC NON-EMPLOYEE DIRECTOR direct 2009-05-01 2010-06-28
LEGG MASON PRIVATE PORTFOLIO GROUP, LLC DIRECTOR direct 2007-08-01 2010-06-29
GLOBAL CURRENTS INVESTMENT MANAGEMENT, LLC DIRECTOR direct 2008-03-01 2010-06-29
BARRETT ASSOCIATES INC DIRECTOR direct 2009-04-01 2010-06-30
LEGG MASON CAPITAL MANAGEMENT INC DIRECTOR direct 2009-04-01 2010-09-09
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND TREASURER OF GENERAL PARTNER direct 2010-08-01 2013-07-11
COLSON, ERIC, RICHARD PRESIDENT AND CHIEF EXECUTIVE OFFICER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT OF GENERAL PARTNER direct 2007-03-01
ARTISAN PARTNERS HOLDINGS LP CHIEF EXECUTIVE OFFICER; VICE PRESIDENT OF GENERAL PARTNER direct 2010-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT OF GENERAL PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER; PRESIDENT AND CHIEF EXECUTIVE OFFICER OF GENERAL PARTNER direct 2010-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2013-04-01
ARTISAN INVESTMENTS GP LLC GENERAL PARTNER 03/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP GENERAL PARTNER direct 2009-03-01
HAMMAN, JAMES, STEPHEN VICE PRESIDENT AND ASSISTANT SECRETARY 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSISTANT SECRETARY direct 2013-10-01
CALAMOS ASSET MANAGEMENT INC SR. V.P. & GENERAL COUNSEL direct 1998-06-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC EXEC. V.P. & GENERAL COUNSEL direct 1998-06-01 2004-04-06
CALAMOS ADVISORS LLC EVP, GENERAL COUNSEL, CCO AND CLO direct 2004-10-01 2005-04-01
CALAMOS ADVISORS LLC EVP, GENERAL COUNSEL, AND CLO direct 2004-10-01 2007-03-30
CALAMOS PARTNERS LLC EVP, GENERAL COUNSEL, AND CLO direct 2004-10-01 2007-03-30
CALAMOS WEALTH MANAGEMENT LLC EVP, GENERAL COUNSEL AND CLO direct 2004-10-01 2007-04-11
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSOCIATE COUNSEL direct 2013-04-01 2013-09-10
RAMIREZ, GREGORY, KENNETH VICE PRESIDENT 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF ACCOUNTING OFFICER; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSISTANT TREASURER direct 2013-04-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2009-12-01
ARTISAN PARTNERS HOLDINGS LP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP 03/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP LIMITED PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC indirect 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP indirect 2009-03-01
DJURASOVIC, GEORGE CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL 09/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS UK LLP GLOBAL CHIEF COMPLIANCE OFFICER direct 2013-09-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL direct 2013-09-01
TIAA ADVISORY SERVICES, LLC COUNSEL & ASSISTANT SECRETARY direct 2001-12-01 2003-04-10
ARTISAN PARTNERS UK LLP U.S. CHIEF COMPLIANCE OFFICER direct 2013-09-01 2013-09-10
GOTTLIEB, JASON, A VICE PRESIDENT 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2017-02-01
JOHNSON, SARAH, ANNE VICE PRESIDENT AND SECRETARY 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL; VICE PRESIDENT OF GENERAL PARTNER direct 2012-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSOCIATE COUNSEL direct 2013-04-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND SECRETARY direct 2013-10-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2009-12-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2012-01-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER AND U.S. CHIEF COMPLIANCE OFFICER direct 2012-01-01
ARTISAN PARTNERS HOLDINGS LP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP ARTISAN INVESTMENTS GP LLC 03/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP LIMITED PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC indirect 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP indirect 2009-03-01
ARTISAN PARTNERS ASSET MANAGEMENT INC. GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP ARTISAN PARTNERS HOLDINGS LP 03/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01
ARTISAN PARTNERS UK LLP GENERAL PARTNERS OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01
ARTISAN PARTNERS UK LLP GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARTISAN CREDIT OPPORTUNITIES MASTER FUND LP Cayman Islands 805-9794837714 Hedge Fund 56,971,034 5,000,000 Master Fund
ARTISAN THEMATIC MASTER FUND LP Cayman Islands 805-6346124906 Hedge Fund 94,118,008 2,500,000 Master Fund
ARTISAN GLOBAL DISCOVERY FUND Ireland 805-8924967999 Other Private Fund UCITS FUND 1,087,143 2,000,000
ARTISAN US VALUE EQUITY FUND Ireland 805-2452746761 Other Private Fund UCITS FUND 2,104,458 2,000,000

ARTISAN PARTNERS LIMITED PARTNERSHIP

ownership team - last updated 2018-05-31
Name Title Start Date Direct/Indirect % Ownership
DALEY, CHARLES, JAMES CHIEF FINANCIAL OFFICER AND TREASURER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
SMITH BARNEY FUND MANAGEMENT LLC DIRECTOR direct 2007-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER AND TREASURER direct 2013-04-01
LEGG MASON FUND ADVISER INC VICE PRESIDENT AND DIRECTOR direct 2007-06-01
LM FINANCIAL PARTNERS, INC. CHIEF FINANCIAL OFFICER direct 2001-12-01
LEGG MASON WOOD WALKER, INCORPORATED CHIEF FINANCIAL OFFICER direct 2001-12-01 2005-11-18
LEGG MASON INVESTMENT COUNSEL, LLC TREASURER direct 2004-10-01 2005-12-02
BARRETT ASSOCIATES INC MANAGER direct 2009-04-01 2009-06-29
LEGG MASON PARTNERS FUND ADVISOR, LLC MANAGER direct 2007-07-01 2010-06-21
LEGG MASON GLOBAL ASSET ALLOCATION, LLC DIRECTOR direct 2007-08-01 2010-06-24
CLEARBRIDGE ADVISORS, LLC DIRECTOR direct 2007-07-01 2010-06-28
CLEARBRIDGE ASSET MANAGEMENT INC DIRECTOR direct 2007-08-01 2010-06-28
ROYCE & ASSOCIATES, LLC MEMBER OF BOARD OF MANAGERS direct 2009-04-01 2010-06-28
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC NON-EMPLOYEE MANAGER direct 2009-04-01 2010-06-28
BATTERYMARCH FINANCIAL MANAGEMENT INC NON-EMPLOYEE DIRECTOR direct 2009-05-01 2010-06-28
LEGG MASON PRIVATE PORTFOLIO GROUP, LLC DIRECTOR direct 2007-08-01 2010-06-29
GLOBAL CURRENTS INVESTMENT MANAGEMENT, LLC DIRECTOR direct 2008-03-01 2010-06-29
BARRETT ASSOCIATES INC DIRECTOR direct 2009-04-01 2010-06-30
LEGG MASON CAPITAL MANAGEMENT INC DIRECTOR direct 2009-04-01 2010-09-09
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND TREASURER OF GENERAL PARTNER direct 2010-08-01 2013-07-11
COLSON, ERIC, RICHARD PRESIDENT AND CHIEF EXECUTIVE OFFICER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT OF GENERAL PARTNER direct 2007-03-01
ARTISAN PARTNERS HOLDINGS LP CHIEF EXECUTIVE OFFICER; VICE PRESIDENT OF GENERAL PARTNER direct 2010-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT OF GENERAL PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF EXECUTIVE OFFICER; PRESIDENT AND CHIEF EXECUTIVE OFFICER OF GENERAL PARTNER direct 2010-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2013-04-01
ARTISAN INVESTMENTS GP LLC GENERAL PARTNER 03/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP GENERAL PARTNER direct 2009-03-01
HAMMAN, JAMES, STEPHEN VICE PRESIDENT AND ASSISTANT SECRETARY 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSISTANT SECRETARY direct 2013-10-01
CALAMOS ASSET MANAGEMENT INC SR. V.P. & GENERAL COUNSEL direct 1998-06-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC EXEC. V.P. & GENERAL COUNSEL direct 1998-06-01 2004-04-06
CALAMOS ADVISORS LLC EVP, GENERAL COUNSEL, CCO AND CLO direct 2004-10-01 2005-04-01
CALAMOS ADVISORS LLC EVP, GENERAL COUNSEL, AND CLO direct 2004-10-01 2007-03-30
CALAMOS PARTNERS LLC EVP, GENERAL COUNSEL, AND CLO direct 2004-10-01 2007-03-30
CALAMOS WEALTH MANAGEMENT LLC EVP, GENERAL COUNSEL AND CLO direct 2004-10-01 2007-04-11
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSOCIATE COUNSEL direct 2013-04-01 2013-09-10
RAMIREZ, GREGORY, KENNETH VICE PRESIDENT AND ASSISTANT TREASURER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF ACCOUNTING OFFICER; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSISTANT TREASURER direct 2013-04-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2009-12-01
ARTISAN PARTNERS HOLDINGS LP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP 03/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP LIMITED PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC indirect 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP indirect 2009-03-01
DJURASOVIC, GEORGE CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL 09/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS UK LLP GLOBAL CHIEF COMPLIANCE OFFICER direct 2013-09-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL direct 2013-09-01
TIAA ADVISORY SERVICES, LLC COUNSEL & ASSISTANT SECRETARY direct 2001-12-01 2003-04-10
ARTISAN PARTNERS UK LLP U.S. CHIEF COMPLIANCE OFFICER direct 2013-09-01 2013-09-10
GOTTLIEB, JASON, A VICE PRESIDENT 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT direct 2017-02-01
JOHNSON, SARAH, ANNE VICE PRESIDENT AND SECRETARY 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT; VICE PRESIDENT OF GENERAL PARTNER direct 2010-08-01
ARTISAN PARTNERS LIMITED PARTNERSHIP CHIEF COMPLIANCE OFFICER AND ASSOCIATE COUNSEL; VICE PRESIDENT OF GENERAL PARTNER direct 2012-01-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND ASSOCIATE COUNSEL direct 2013-04-01
ARTISAN PARTNERS LIMITED PARTNERSHIP VICE PRESIDENT AND SECRETARY direct 2013-10-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2009-12-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER direct 2012-01-01
ARTISAN PARTNERS UK LLP DIRECTOR OF MEMBER AND U.S. CHIEF COMPLIANCE OFFICER direct 2012-01-01
ARTISAN PARTNERS HOLDINGS LP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP ARTISAN INVESTMENTS GP LLC 03/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ARTISAN NEWCO LIMITED PARTNERSHIP LIMITED PARTNER direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP direct 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC indirect 2009-03-01
ARTISAN PARTNERS LIMITED PARTNERSHIP SOLE MEMBER OF ARTISAN INVESTMENTS GP LLC AND LIMITED PARTNER OF ARTISAN PARTNERS LIMITED PARTNERSHIP indirect 2009-03-01
ARTISAN PARTNERS ASSET MANAGEMENT INC. GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP ARTISAN PARTNERS HOLDINGS LP 03/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
ARTISAN PARTNERS LIMITED PARTNERSHIP GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01
ARTISAN PARTNERS UK LLP GENERAL PARTNERS OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01
ARTISAN PARTNERS UK LLP GENERAL PARTNER OF ARTISAN PARTNERS HOLDINGS LP indirect 2013-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARTISAN US VALUE EQUITY FUND Ireland 805-2452746761 Other Private Fund UCITS FUND 2,104,458 2,000,000
ARTISAN CREDIT OPPORTUNITIES MASTER FUND LP Cayman Islands 805-9794837714 Hedge Fund 56,971,034 5,000,000 Master Fund
ARTISAN THEMATIC MASTER FUND LP Cayman Islands 805-6346124906 Hedge Fund 94,118,008 2,500,000 Master Fund
ARTISAN GLOBAL DISCOVERY FUND Ireland 805-8924967999 Other Private Fund UCITS FUND 1,087,143 2,000,000

WhaleScore history for ARTISAN PARTNERS LIMITED PARTNERSHIP

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