Artisan Partners Asset Management Inc. filings document the regulatory record of an investment-management company with a global multi-asset platform. Its 8-K reports cover quarterly and annual operating results, dividend announcements, and preliminary assets under management, including strategy-level data and assets in Artisan Funds, Artisan Global Funds, separate accounts, and other AUM categories.
The company’s proxy materials address board and shareholder voting matters, executive compensation, equity awards, and governance practices. Other current reports document material-event disclosures, material agreements, capital-structure matters, operating and financial results, and officer appointments or compensatory arrangements.
Artisan Partners Asset Management Inc. (APAM) reported preliminary assets under management of $168.7 billion as of September 30, 2026. Artisan Funds and Artisan Global Funds accounted for $90.2 billion, while separate accounts and other AUM accounted for $78.5 billion.
Among listed strategies, International Value had $54.995 billion, Global Value had $32.185 billion and Non-U.S. Growth had $15.757 billion. Reported AUM includes $508.8 million for which Artisan provides investment models to managed account sponsors; those assets are generally reported on a lag not exceeding one quarter.
Artisan Partners Asset Management Inc. said its subsidiary Artisan Partners Holdings LP, of which the company is sole general partner, entered into a $150 million five-year revolving credit facility on September 23, 2026. Subject to the agreement’s conditions, Holdings may request increases up to a maximum aggregate commitment of $225 million. The facility matures September 23, 2031. At closing, Holdings terminated its prior $100 million revolving facility; no borrowings were outstanding under either facility at termination or, for the new facility, as of the report date.
Holdings may elect Term SOFR or Daily Floating Term SOFR plus a 1.25%-2.00% margin, or a base rate plus a 0.25%-1.00% margin; the applicable margins vary with its leverage ratio. Unused commitments carry an annual fee of 0.125%-0.275%. The agreement requires a consolidated leverage ratio no higher than 3.00 to 1.00, temporarily increased to 3.50 to 1.00 following certain qualifying acquisitions, and an interest coverage ratio of at least 4.00 to 1.00. Artisan Partners Limited Partnership and Grandview Property Partners, LLC guarantee Holdings’ obligations.
Artisan Partners Asset Management Inc. (APAM) reported preliminary assets under management of $183.5 billion as of August 31, 2026. Artisan Funds and Artisan Global Funds represented $94.5 billion of AUM, while separate accounts and other AUM accounted for $89.0 billion. Total firm AUM includes $499.8 million managed through investment models provided to managed account sponsors.
The company disclosed that a long-standing sub-advisory client is shifting from a single-manager to a multi-manager structure. Artisan will remain one of three managers, but approximately $6 billion is expected to be rebalanced away from the Global Value strategy in September 2026. The anticipated impact on revenues is expected to be less than the corresponding reduction in AUM because of the mandate’s fee structure.
Artisan Partners Asset Management Inc. (APAM) reported that Executive Vice President Gregory K. Ramirez sold Class A Common Stock in a market transaction. On 2026-08-19, he sold 7,000 shares at a weighted average price of $42.5918 per share, with individual trade prices ranging from $42.46 to $42.66. Following this sale, Ramirez directly holds 109,194 shares of APAM Class A Common Stock.
Artisan Partners Asset Management Inc. (APAM) is the issuer for a planned resale of 7,000 shares of Class A common stock under Rule 144 for the account of officer Gregory K. Ramirez, through the GREGORY K. AND KARA A. RAMIREZ LIVING TRUST U/A DTD 02/11/2005. The shares are held at Charles Schwab & Co., Inc. and have an indicated aggregate value of $298,142.00. The notice also lists underlying equity compensation awards from Artisan Partners Asset Management Inc. tied to restricted stock lapses of 14 shares on 02/15/2024 and 6,986 shares on 02/15/2026.
Artisan Partners Asset Management Inc. reported that preliminary assets under management (AUM) as of July 31, 2026 were $183.0 billion. Artisan Funds and Artisan Global Funds accounted for $94.3 billion, while separate accounts and other AUM accounted for $88.7 billion.
The largest strategies included International Value at $58,179 million and Global Value at $39,737 million, with High Income fixed income at $14,328 million and Non-U.S. Growth at $16,596 million. The company states it has commenced an orderly wind-down of the U.S. Value team’s strategies, expected to continue throughout the third quarter.
Artisan Partners Asset Management Inc. reported higher Q2 2026 results, with revenue of $307.9 million and net income attributable to the company of $80.8 million, or $1.11 per basic and diluted share. GAAP operating margin was 27.5%.
Assets under management were $183.4 billion at June 30, 2026, up from $175.5 billion a year earlier, driven by $21.2 billion of market appreciation and offset by $10.5 billion of quarterly net client cash outflows. Average Q2 AUM was $181.9 billion.
Operating cash flow for the first six months rose to $297.6 million, while cash and cash equivalents reached $350.6 million against $189.2 million of borrowings. The company completed the Grandview acquisition and is winding down its U.S. Value team after losing two large institutional mandates.
Artisan Partners Asset Management reported strong second-quarter 2026 results, with revenues rising to $307.9 million and net income attributable to the company reaching $80.9 million, or $1.11 per diluted share. Ending assets under management were $183.4 billion, a record quarter-end level, supported by market gains despite net outflows.
Firmwide net client outflows were $10.5 billion, including $6.4 billion from the U.S. Value team after the loss of a large sub-advisory mandate. Management decided to wind down the U.S. Value business and return capital in the U.S. Mid-Cap Value, Value Equity, and Value Income strategies, a process expected to be largely complete by the end of the third quarter.
Credit strategies generated approximately $700 million of net inflows, a 15% annualized organic growth rate and a sixteenth consecutive quarter of positive organic growth, while alternative strategies added about $300 million of net inflows with a 25% annualized organic growth rate. On an adjusted basis, operating income was $101.4 million, adjusted operating margin was 32.9%, and adjusted net income per adjusted share was $0.94.
Cash and cash equivalents increased to $334.5 million and the debt leverage ratio was 0.39x. The board declared a variable quarterly dividend of $0.80 per Class A share, approximately 80% of cash generated in the quarter, payable on August 31, 2026 to shareholders of record on August 17, 2026.
Artisan Partners Asset Management Inc. reported preliminary assets under management of $183.4 billion as of June 30, 2026. Artisan Funds and Artisan Global Funds represented $93.5 billion, while separate accounts and other AUM contributed $89.9 billion. The largest strategies included International Value at $57.1 billion and Global Value at $39.0 billion.
The company noted that in June the termination of a U.S. sub-advisory mandate led to approximately $5.7 billion of net outflows from the Value Equity strategy, and an orderly wind-down of the U.S. Value team’s strategies is underway and expected to continue through the third quarter.
Artisan Partners Asset Management reported preliminary assets under management of $186.0 billion as of May 31, 2026. Artisan Funds and Artisan Global Funds held $92.3 billion, while separate accounts and other vehicles held $93.7 billion.
The firm disclosed that a U.S. sub-advisory mandate of about $5.7 billion in the U.S. Value Team’s Value Equity strategy is expected to terminate in early June 2026, but noted the impact on revenue should be muted because of the mandate’s fee structure. The largest strategies include International Value at $56.1 billion, Global Value at $38.4 billion, and High Income at $14.2 billion.