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. 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.