Artis Advisors, LLC (San Mateo)


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

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

Artis Advisors: assets under management

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

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

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Artis Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Artis Advisors, LLC

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

Direct owners and executive officers


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

Indirect Owners

The SEC currently registers 3 indirect owners.

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

Based in San Mateo

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

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