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. director Barbara Trebbi reported routine equity compensation and non-market transfers. On June 12, 2026, she was granted 1,288 restricted stock units, each representing one share of common stock, under the Acadian Asset Management Inc. 2026 Equity Incentive Plan. These units vest on the earlier of June 12, 2027 and the date of the 2027 annual meeting of stockholders.
On June 15, 2026, she recorded two bona fide gifts of common stock totaling 20,520 shares: 10,260 shares related to the Landry Trebbi 2012 Family Grantor Trust for the benefit of her child, and 10,260 shares from her direct holdings. After these transactions, she held 28,797 common shares directly and 10,260 shares indirectly through the trust.
Chersi Robert J reported acquisition or exercise transactions in this Form 4 filing.
Acadian Asset Management Inc. director Robert J. Chersi received a grant of 1,288 restricted stock units on June 12, 2026 as equity compensation. Each unit represents one share of common stock and vests on the earlier of June 12, 2027 or the 2027 annual meeting of stockholders. Following this grant, he holds 1,288 restricted stock units directly.
Paulson John reported acquisition or exercise transactions in this Form 4 filing.
Acadian Asset Management Inc. director and ten percent owner John Paulson received a grant of 2,253 restricted stock units as equity compensation. Each unit represents one share of common stock and was issued under the company’s 2026 Equity Incentive Plan. The RSUs vest on the earlier of June 12, 2027 or the date of Acadian’s 2027 annual meeting of stockholders, aligning his compensation with future company performance.
Acadian Asset Management Inc. reported results from its 2026 Annual Meeting of Stockholders, where stockholders approved the Company’s 2026 Equity Incentive Plan. The plan authorizes up to 4,562,064 shares of common stock for future equity awards to employees and directors.
As of April 20, 2026, there were 35,628,988 common shares outstanding, with 32,712,971 shares represented at the meeting, establishing a quorum. Stockholders elected all director nominees, ratified KPMG LLP as independent auditor for 2026, approved executive compensation on an advisory basis, and approved the 2026 Equity Incentive Plan.
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 73,863 shares of Acadian Asset Management Inc. common stock.