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 Robert J. Chersi, through the Robert J. Chersi 2012 Family Trust, reported an open-market sale of 28,753 shares of common stock on February 11, 2026 at a weighted average price of $51.30 per share.
After this transaction, the trust indirectly holds 37,384 shares for the benefit of Chersi’s children, with his spouse serving as trustee. The price reflects multiple trades within a range of $51.00 to $51.70 per share.
Acadian Asset Management Inc. director Barbara Trebbi reported an open-market sale of common stock. On February 10, 2026, she sold 9,691 shares at a weighted average price of $51.2155 per share, in multiple trades between $50.92 and $51.67.
Following this transaction, Trebbi directly beneficially owned 35,771 shares of Acadian Asset Management Inc. common stock.
AAMI has a shareholder filing a Rule 144 notice to sell 28,753 shares of common stock through Fidelity Brokerage Services LLC on the NYSE. The aggregate market value of the planned sale is $1,474,741.37. Shares outstanding are listed as 35,709,120, providing context for the transaction size.
The shares come from stock awards granted by the issuer between 2018 and 2024 as compensation, with multiple award dates and amounts detailed.
AAMI has a Form 144 notice covering a planned sale of 9,691 shares of its common stock through Citigroup Global Markets on or about 02/09/2026 on the NYSE. The aggregate market value listed for this potential sale is $496,329.00, with 35,709,120 shares of common stock shown as outstanding.
The seller acquired 5,254 shares as retained share compensation on 06/23/2021 and 4,437 shares as retained share compensation on 05/15/2025, both from Acadian Asset Management Inc. By signing the notice, the seller represents that they are not aware of undisclosed material adverse information about AAMI’s operations.
Acadian Asset Management Inc. furnished an update on its recent performance by providing presentation materials covering its financial and operating results for the quarter ended December 31, 2025. These materials are included as Exhibit 99.1, described as the company’s fourth quarter 2025 earnings presentation.
The information related to these results is being furnished, not filed, under securities laws, meaning it is not automatically subject to certain liability provisions and will only be incorporated into other securities filings if expressly stated.
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.