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.
Jennison Associates LLC has reported beneficial ownership of 1,909,222 shares of Acadian Asset Management Inc common stock, representing 5.4% of the class as of 12/31/2025. Jennison has sole power to vote these shares but shares dispositive power over the same amount.
The firm states the position was acquired and is held in the ordinary course of business, and not for the purpose of changing or influencing control of Acadian Asset Management Inc. The filing is signed by a Senior Vice President, Compliance, on behalf of Jennison Associates LLC.
Acadian Asset Management Inc. (AAMI) announced the full redemption of its $275 million aggregate principal amount of 4.800% Senior Notes due July 27, 2026. The redemption is expected to occur on December 1, 2025. Holders will receive a redemption price of $1,004.01 per $1,000 of principal, which is based on the present value of the remaining scheduled payments using the defined Treasury Rate plus 0.50%. In addition, the company will pay $4,546,666.67 in accrued and unpaid interest on the notes up to, but excluding, the redemption date, resulting in a cash outlay above the notes’ face value.
Empyrean Capital Partners, LP and Amos Meron filed an amended Schedule 13G reporting beneficial ownership of 1,541,108 shares of Acadian Asset Management Inc. common stock, representing 4.3% of the class.
The filing lists shared voting and dispositive power over 1,541,108 shares and no sole voting or dispositive power. The percentage is calculated using 35,811,913 shares outstanding as of August 5, 2025, as noted in the company’s Form 10-Q. The certification states the securities were acquired and are held in the ordinary course and not to change or influence control.
The issuer’s name changed from BrightSphere Investment Group to Acadian Asset Management Inc. on January 2, 2025. The reported event date is September 30, 2025.
Acadian Asset Management Inc. (AAMI) reported higher Q3 2025 revenue and steady profitability. Total revenue rose to $144.2 million from $123.1 million, driven mainly by management fees of $136.1 million versus $112.1 million. Operating income was $26.6 million compared with $27.0 million, while net income attributable to controlling interests was $15.1 million versus $16.9 million. Diluted EPS was $0.42 versus $0.45.
For the nine months, revenue reached $391.5 million versus $337.8 million, and net income attributable to controlling interests was $45.3 million versus $42.5 million, with diluted EPS of $1.25 versus $1.10. Cash and cash equivalents were $117.3 million, and 4.80% Senior Notes due 2026 had a carrying value of $274.6 million. The company issued a notice to redeem all $275 million of these notes on October 30, 2025, and on October 28, 2025, put in place a new $175 million revolving credit facility and a delayed draw term loan facility up to $200 million. AAMI repurchased 1,799,423 shares year-to-date for approximately $48.0 million at an average price of $26.64.
Jennison Associates LLC filed Amendment No. 1 to a Schedule 13G reporting beneficial ownership of 1,729,842 shares of ACADIAN ASSET MANAGEMENT INC common stock, representing 4.8% of the class (CUSIP 10948W103). The date of event triggering this filing is 09/30/2025.
Jennison reports sole voting power over 1,729,842 shares and shared dispositive power over 1,729,842 shares, with no shared voting power and no sole dispositive power. The filer is classified as an investment adviser and certifies the shares were acquired and are held in the ordinary course of business and not to change or influence control of the issuer.
Acadian Asset Management Inc. announced new financing and a planned debt redemption. Its majority-owned subsidiary entered a delayed draw term loan of up to $200,000,000 available in a single borrowing through December 15, 2025, maturing October 28, 2028, and a senior unsecured revolving credit facility of $175,000,000 maturing October 28, 2028. Each facility may be increased, subject to conditions, to an aggregate maximum principal amount of $275,000,000.
Loans bear interest at Term SOFR plus a margin of 1.50%–2.00% or an alternate base rate plus 0.50%–1.00%, based on the consolidated leverage ratio. Financial covenants include a maximum consolidated net leverage ratio of 2.50:1.00 and a minimum consolidated interest coverage ratio of 4.00:1.00.
The company issued a notice to redeem all $275 million of its 4.800% Senior Notes due July 27, 2026 on December 1, 2025 at the greater of par or a make‑whole amount, plus accrued interest. Proceeds of the term facility are intended, in part, to fund this redemption.
Amendment No. 6 to a Schedule 13D discloses that Paulson & Co. Inc. (the Reporting Person) may be deemed to beneficially own 7,743,282 shares of the issuer's common stock, representing approximately 21.6% of 35,811,913 shares outstanding as of August 5, 2025. The filing states Paulson furnishes investment advice to and manages certain Funds that hold these shares and, in that advisory role, possesses sole voting and dispositive power over the reported shares. The pecuniary interest in the shares is held by the Funds; Paulson disclaims beneficial ownership except for Section 13(d) reporting purposes. The filing references Exhibit 1 for transactions in the past 60 days and identifies the event date as 09/03/2025 with the signature dated 09/05/2025.
Amendment No. 6 to a Schedule 13D discloses that Paulson & Co. Inc. (the Reporting Person) may be deemed to beneficially own 7,743,282 shares of the issuer's common stock, representing approximately 21.6% of 35,811,913 shares outstanding as of August 5, 2025. The filing states Paulson furnishes investment advice to and manages certain Funds that hold these shares and, in that advisory role, possesses sole voting and dispositive power over the reported shares. The pecuniary interest in the shares is held by the Funds; Paulson disclaims beneficial ownership except for Section 13(d) reporting purposes. The filing references Exhibit 1 for transactions in the past 60 days and identifies the event date as 09/03/2025 with the signature dated 09/05/2025.