10 February 2022

Milwaukee, Wisconsin. Artisan Partners is pleased to announce its new partnership with iCapital,¹ the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries. Artisan will leverage iCapital’s leading-edge technology to provide Registered Investment Advisors (RIAs) and family offices with access to Artisan’s institutional-quality, high value-added, alternative investment offerings, structured with low investment minimums for high-net-worth investors.

The Artisan Partners Credit Team, led by Portfolio Manager Bryan Krug, will be the first Artisan team to offer a strategy leveraging iCapital’s customized technology, service, advisory and distribution solution, which digitalizes the subscription, administration, operational and reporting processes of alternative investments. The Credit team is focused on identifying idiosyncratic opportunities in high yield bonds and floating rate loans.

High degrees of investment freedom has long been a pillar of Artisan’s business model. Artisan Partners CEO Eric Colson explained, “By increasing our investment degrees of freedom and broadening our capabilities, we have further enhanced our firm as a natural home for truly active, high value-added investors. We have proven that we can attract outstanding talent and generate compelling investment results in fixed income and alternative asset classes.”

Mr. Colson added, “We are excited to simplify and expand access to our high value-added investment strategies for an important, growing segment of our client base. We’ve been looking for an opportunity to provide private fund access to our sophisticated RIA and family office partners, and iCapital has provided a solution for that need.”

iCapital Chairman and CEO Lawrence Calcano added, “We are energized about our new partnership with Artisan and the broad range of investment options that the partnership will bring to the wealth management community, which increasingly seeks efficient, streamlined access to private market opportunities.”

About iCapital
Founded in 2013 in NYC, iCapital is the leading global fintech company powering the world’s alternative investment marketplace. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth clients’ access to a curated menu of private equity, private credit, hedge funds, structured notes, and other alternative investments to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. As of December 31, 2021, iCapital services more than $108 billion in client assets, of which over $24 billion are from international investors (non-US Domestic), across 900 funds. Employing more than 700 people globally, iCapital is headquartered in NYC and has offices in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto. See disclosures here.

For additional information, please visit iCapital’s website | LinkedIn | Twitter

¹Institutional Capital Network, Inc. and its affiliates (together, “iCapital Network” or “iCapital”)

Artisan Partners Limited Partnership (APLP) is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Artisan Partners UK LLP (APUK) is authorized and regulated by the Financial Conduct Authority and is a registered investment adviser with the SEC. APEL Financial Distribution Services Limited (AP Europe) is regulated by the Central Bank of Ireland. APLP, APUK and AP Europe are collectively, with their parent company and affiliates, referred to as Artisan Partners herein.

This announcement is for information purposes only and does not constitute an offer, an invitation or a solicitation for investment or subscription for shares of funds or investment services in any country. Any person who is in possession of this material is hereby notified that no action has or will be taken that would allow an offering of any Artisan Partners product or service unless in compliance with local regulations. Neither this announcement nor any other material relative to this announcement have been submitted to any local regulatory authority for prior review or approval. This material is intended for the recipient’s information and use only and may not be distributed or made available (in whole or in part) in any local jurisdiction, directly or indirectly, except as permitted by local law and regulation.

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