Welcome to our dedicated page for Acadian Asset Management SEC filings (Ticker: AAMI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Acadian Asset Management Inc. (AAMI) filings document the reporting framework for an NYSE-listed asset-management holding company and its majority-owned operating subsidiary. Form 8-K reports furnish financial and operating results, earnings presentation exhibits and material events tied to credit agreements, refinancing activity and senior-note redemption.
Proxy materials describe annual stockholder meeting matters, governance disclosures and executive compensation information. The filings also identify the company's registered common stock on the New York Stock Exchange and, where applicable in historical capital-structure disclosures, its 4.800% notes due 2026.
Acadian Asset Management Inc. filed a Form 8-K to furnish materials from its 2026 Investor Forum and announced preliminary assets under management of approximately $219 billion as of April 30, 2026. Management highlighted strong organic growth, with AUM rising from $104 billion in 2023 to $196 billion by 1Q26 and nine consecutive quarters of positive net client flows totaling $50 billion.
The company reported ENI revenue growth from $423.6 million in 2023 to $549.1 million in 2025 and ENI operating margin expansion from 28.4% to 35.5%, with a near-term aspiration of 38–40%. Balance sheet leverage decreased, net leverage fell to 0.7x by 1Q26, and Acadian returned $1.4 billion of excess capital since 2019 while reducing average diluted shares outstanding by 58%.
Acadian Asset Management Inc. director and ten percent owner John Paulson exercised 5,750 restricted stock units into 5,750 shares of common stock on May 14, 2026. The units carried a conversion price of $0.00 per share. Following this equity award vesting and conversion, he directly holds 29,510 common shares.
Acadian Asset Management Inc. director Robert J. Chersi reported routine equity compensation activity and updated holdings. On May 14, 2026, he exercised 3,286 restricted stock units into 3,286 shares of common stock at a stated price of $0.00 per share, leaving him with 3,286 shares held directly.
He is also reported as having indirect ownership of 37,384 shares of common stock through the Robert J. Chersi 2012 Family Trust, which holds shares for the benefit of his children and has his spouse as trustee. The filing shows no open‑market purchases or sales and no remaining derivative position from these restricted stock units.
Acadian Asset Management Inc. director Barbara Trebbi exercised 3,286 restricted stock units, receiving the same number of shares of common stock. These RSUs were granted on May 14, 2025 and vested upon the earlier of May 14, 2026 and the 2026 annual meeting of stockholders. Following this conversion, Trebbi directly holds 39,057 shares of common stock, and no restricted stock units remain from this grant. The transaction reflects a compensation-related derivative exercise rather than an open-market stock purchase or sale.
Acadian Asset Management delivered strong growth for the three months ended March 31, 2026. Revenue rose to $167.0 million from $119.9 million a year earlier, driven mainly by higher management fees of $159.3 million as assets under management expanded.
Net income attributable to controlling interests increased to $24.3 million, with diluted earnings per share up to $0.68 from $0.54. Assets under management reached $195.7 billion, supported by $21.4 billion in net client inflows, particularly into Enhanced Equity and non-U.S. strategies, partly offset by modest market depreciation.
On a non-GAAP basis, economic net income nearly doubled to $37.6 million, and the ENI operating margin improved to 38.1%, reflecting operating leverage even as compensation and systems spending increased to support growth.
Acadian Asset Management Inc. chief legal and administrative officer Richard Jonathan Hart reported selling a total of 100,000 shares of Common Stock in open-market transactions on May 4, 2026. The sales were executed at weighted average prices around the high-$60 range across multiple trades.
One block of 11,208 shares was sold at a weighted average price of $67.7269 per share, and another block of 88,792 shares was sold at a weighted average price of $66.8747 per share. Following these transactions, Hart directly holds 85,071 shares of Acadian Asset Management Inc. common stock.
Morgan Stanley Smith Barney LLC Executive Financial Services submitted a Form 144 reporting a proposed sale of 100,000 shares of Common stock. The filing lists an aggregate amount of $6,697,020.00 and references 35,723,000 shares outstanding as of 05/04/2026.
Acadian Asset Management Inc. reported strong Q1 2026 results, led by record net client cash flows of $21.4 billion, equal to 12% of beginning assets under management (AUM).
AUM reached $195.7 billion, up 61% from Q1 2025, supporting a 39.3% increase in revenue to $167.0 million. U.S. GAAP net income attributable to controlling interests rose 20.9% to $24.3 million, with diluted EPS up 25.9% to $0.68.
Non-GAAP performance was even stronger. Economic net income grew 85.2% to $37.6 million, ENI EPS increased 94.4% to $1.05, and Adjusted EBITDA rose 75.6% to $61.8 million. ENI operating margin expanded from 28.3% to 38.1%, reflecting higher management fees and operating leverage. The board declared a quarterly dividend of $0.10 per share, and the company ended the quarter with $129.0 million of cash, $96.7 million of seed investments, and a leverage ratio of 1.3x.
Acadian Asset Management Inc. is asking stockholders to elect five directors, ratify KPMG as auditor, approve 2025 executive pay on an advisory basis, and adopt a new 2026 Equity Incentive Plan at a virtual annual meeting on June 11, 2026. Holders of 35,628,988 common shares as of April 20, 2026 can vote online, by phone, mail, or during the meeting.
The proxy details strong 2025 results: assets under management rose 51% to $178 billion, net client cash flows reached $29.4 billion, economic net income grew 11% to $117.6 million, Adjusted EBITDA increased 9% to $192.9 million, and ENI EPS grew 18% to $3.25. Over 95% of strategies (revenue‑weighted) outperformed benchmarks over 3–10 years, and the company returned $48 million via share repurchases.
CEO Kelly Young’s 2025 total compensation was $10.85 million, heavily incentive‑based, with a mix of cash, time‑based RSUs, and performance‑based RSUs tied to relative total shareholder return and net client cash flow. Other named executives received smaller, largely performance‑linked packages. The board highlights independent oversight, committee structures, cybersecurity and ESG practices, and recommends voting “FOR” all proposals.