ARTEMIS REAL ESTATE PARTNERS, LLC of CHEVY CHASE, MD is an SEC-registered investment adviser (CRD 160668). Regulatory assets under management: $11.4B.
Compensation: % of AUM, Performance.
Clients served: Pooled vehicles, Investment cos.
| Name | Role | Location |
|---|---|---|
| Chad Patterson | CHIEF FINANCIAL OFFICER | Chevy Chase, MD |
| Alexander Parish Gilbert | CO-CHIEF EXECUTIVE OFFICER | — |
| Deborah Lynn Harmon | CHIEF EXECUTIVE OFFICER | — |
| James J Hurley | CHIEF COMPLIANCE OFFICER | — |
| HARMON MARSHA LYNN | CHIEF EXECUTIVE OFFICER; MEMBER | — |
| GILBERT ALEXANDER PARISH | CO-CHIEF EXECUTIVE OFFICER; MEMBER & PRESIDENT; PRESIDENT | — |
| LIU DIANA C | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | — |
| BERKLEY BRADLEY | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | — |
| TANGHERLINI DANIEL MARK | CHIEF OPERATING OFFICER | — |
| HAWKINS ALISON TATTERSALL | MARKETING PRINCIPAL; MEMBER | — |
| PRITZKER PENNY | CHAIRMAN | — |
| BANJO RICHARD JOSEPH | MEMBER | — |
| Hurley James J | CHIEF COMPLIANCE OFFICER | — |
| Patterson Chad | CHIEF FINANCIAL OFFICER | — |
| James J. Hurley | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2024-03-31 | regulatory | IT WAS ALLEGED THAT MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY'S PRACTICES AND PROCEDURES DID NOT COMPLY WITH STATUTORY AND REGULATORY PROVISIONS: 18 DEL ADMIN. C.?1203-4.0 LIFE INSURANCE SOLICITATION DEFINITIONS; 18 DEL. ADMIN C. ?1204-5.2 DUTIES OF AGENTS AND BROKERS; 18 DEL. C. ?1204.7.1 DUTIES… | Final | $134K |
| 2022-05-26 | regulatory | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY MUST CERTIFY ANNUALLY TO THE OFFICE OF THE INSURANCE COMMISSIONER ("OIC") THE INSURANCE PRODUCERS THAT ARE SELLING, SOLICITING OR NEGOTIATING THE COMPANY'S LONG TERM CARE ("LTC") INSURANCE PRODUCTS HAVE COMPLETED LTS REQUIREMENTS. THE CERTIFICATION IS REQU… | Final | $10K |
| 2022-04-12 | regulatory | IN 2003 THE INSURED PURCHASED A FLEXIBLE PREMIUM ADJUSTABLE LIFE INSURANCE POLICY WITH A FACE AMOUNT $500,000. IT WAS ALLEGED THAT MASSMUTUAL RAISED THE PREMIUMS AND CHANGED AND CANCELLED THE POLICY WITHOUT NOTIFYING THE INSURED. THE INSURED FURTHER ALLEDGED THAT THE AGENT DID NOT EXPLAIN THAT THE P… | Final | $1K |
| 2017-10-03 | regulatory | THE STATE OF CONNECTICUT INSURANCE DEPARTMENT CONDUCTED A MARKET CONDUCT EXAMINATION FOR THE PERIOD JANUARY 1, 2014 THROUGH DECEMBER 31, 2016 OF MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY ("MASSMUTUAL"). MASSMUTUAL IS THE PARENT OF MML INVESTMENT ADVISERS, LLC. AT THE CONCLUSION OF THE EXAMINATION,… | Final | $61K |