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Artisan Partners (NYSE: APAM) reports $173B in assets under management

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Artisan Partners Asset Management Inc. reported preliminary assets under management of $173.0 billion as of March 31, 2026. Artisan Funds and Artisan Global Funds accounted for $84.5 billion, while separate accounts and other assets under management contributed $88.5 billion.

The firm detailed AUM by investment team and strategy, with notable concentrations in International Value, Global Value, Non-U.S. Growth and High Income credit strategies. The figures include assets managed through various vehicles, including mutual funds, global funds, separate accounts, collective investment trusts and private funds.

Positive

  • None.

Negative

  • None.
Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Total AUM $173.0 billion Preliminary assets under management as of March 31, 2026
Artisan Funds & Global Funds AUM $84.5 billion Portion of total AUM in Artisan Funds and Artisan Global Funds
Separate account & other AUM $88.5 billion AUM in separate accounts, collective investment trusts and private funds
Total firm AUM (table) $172,981 million Total firm assets under management by strategy table
International Value AUM $50,680 million International Value strategy within International Value Group
Global Value AUM $34,861 million Global Value strategy under Global Value Team
High Income AUM $13,543 million High Income strategy within the Credit Team
Model-delivered AUM $313.9 million AUM for which Artisan provides investment models to sponsors
assets under management financial
"reported that its preliminary assets under management ("AUM") as of March 31, 2026 totaled $173.0 billion"
Assets under management (AUM) is the total value of all the investments that a financial company or fund is responsible for overseeing on behalf of its clients. It’s like a big bucket that shows how much money the firm is managing for people or organizations. A higher AUM often indicates a larger, more trusted company, and it can influence how much money they earn and the services they can offer.
separate account and other AUM financial
"separate accounts and other AUM1 accounted for $88.5 billion"
collective investment trusts financial
"includes assets we manage in Artisan-branded collective investment trusts, and in our own private funds"
Collective investment trusts are pooled investment funds run by banks or trust companies for workplace retirement plans and other qualified accounts; think of them like a shared shopping cart where many investors combine money to buy a mix of stocks or bonds. They matter to investors because they often charge lower fees and are designed for long-term retirement use, which can improve net returns and affect the cost, liquidity and transparency of retirement savings.
managed account sponsors financial
"AUM includes $313.9 million in aggregate for which Artisan Partners provides investment models to managed account sponsors"
Organizations that create and run managed investment accounts on behalf of financial advisers or individual clients, taking care of day‑to‑day operations such as selecting strategies, handling paperwork, arranging custody, producing reports and ensuring regulatory compliance. They matter to investors because the sponsor’s practices determine costs, how closely the account is monitored, who is legally responsible for safeguards, and how smoothly transactions and reporting work—much like a building manager whose rules, fees and upkeep affect tenants’ safety and expenses.
NAV financial
"Represents NAV plus uncalled and recallable capital"
Net asset value (NAV) is the total value of all the investments and assets in a fund or company, minus any debts or liabilities, divided by the number of shares or units outstanding. It represents the per-share worth, giving investors an idea of what each share is truly worth based on the underlying assets. Think of it like a company's total worth divided among its shares, helping investors assess whether a share is fairly priced.
uncalled and recallable capital financial
"Represents NAV plus uncalled and recallable capital"
Understanding 8-K Material Events →
0001517302false00015173022026-04-102026-04-10


UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of
The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): April 10, 2026
Artisan Partners Asset Management Inc.
(Exact name of registrant as specified in its charter)
Delaware001-3582645-0969585
(State or other jurisdiction of
incorporation or organization)		(Commission file number)(I.R.S. Employer
Identification No.)
875 E. Wisconsin Avenue, Suite 800
Milwaukee, WI 53202
(Address of principal executive offices and zip code)

(414) 390-6100
(Registrant’s telephone number, including area code)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading SymbolName of each exchange on which registered
Class A common stock, par value $0.01 per shareAPAMNew York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
                             Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐






Item 8.01 Other Events
On April 10, 2026, Artisan Partners Asset Management Inc. (the “Company”) issued a press release reporting certain information about the Company’s preliminary assets under management as of March 31, 2026. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
The information in this Item 8.01, including the exhibit incorporated herein by reference, shall be deemed “filed” for purposes of the Securities Exchange Act of 1934, as amended, and shall be deemed incorporated by reference in the Company’s filings under the Securities Act of 1933, as amended.

Item 9.01 Financial Statements and Exhibits
Exhibit NumberDescription of Exhibit
99.1
Press Release of Artisan Partners Asset Management Inc. dated April 10, 2026
104Cover Page Interactive Data File (embedded within the Inline XBRL document)


SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Artisan Partners Asset Management Inc.
Date: April 10, 2026
By:/s/ Charles J. Daley, Jr.
Name:Charles J. Daley, Jr.
Title:Executive Vice President, Chief Financial Officer and Treasurer


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Artisan Partners Asset Management Inc. Reports March 2026 Assets Under Management
Milwaukee, WI - April 10, 2026 - Artisan Partners Asset Management Inc. (NYSE: APAM) today reported that its preliminary assets under management ("AUM") as of March 31, 2026 totaled $173.0 billion. Artisan Funds and Artisan Global Funds accounted for $84.5 billion of total firm AUM, while separate accounts and other AUM1 accounted for $88.5 billion.

PRELIMINARY ASSETS UNDER MANAGEMENT BY STRATEGY2
As of March 31, 2026 - ($ Millions)
Growth Team
Global Opportunities$14,340 
Global Discovery1,026 
U.S. Mid-Cap Growth9,364 
U.S. Small-Cap Growth2,642 
Franchise911 
Global Equity Team
Global Equity393 
Non-U.S. Growth15,456 
U.S. Value Team
Value Equity5,600 
U.S. Mid-Cap Value1,898 
Value Income8 
International Value Group
International Value50,680 
International Explorer1,027 
Global Special Situations36 
Global Value Team
Global Value34,861 
Select Equity943 
Sustainable Emerging Markets Team
Sustainable Emerging Markets2,781 
Credit Team
High Income13,543 
Credit Opportunities372 
Floating Rate124 
Custom Credit Solutions1,491 
Developing World Team
Developing World3,145 
Antero Peak Group
Antero Peak2,129 
Antero Peak Hedge217 
International Small-Mid Team
Non-U.S. Small-Mid Growth4,332 
EMsights Capital Group
Global Unconstrained1,523 
Emerging Markets Debt Opportunities1,402 
Emerging Markets Local Opportunities1,838 
Grandview Property Partners
Grandview Property Partners3
899 
Total Firm Assets Under Management ("AUM")$172,981 



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1 Separate account and other AUM consists of the assets we manage in or through vehicles other than Artisan Funds or Artisan Global Funds. Separate account and other AUM includes assets we manage in traditional separate accounts, as well as assets we manage in Artisan-branded collective investment trusts, and in our own private funds.
2 AUM includes $313.9 million in aggregate for which Artisan Partners provides investment models to managed account sponsors (generally reported on a lag not exceeding one quarter).
3 Represents NAV plus uncalled and recallable capital.


ABOUT ARTISAN PARTNERS
Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners' autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates.

Investor Relations Inquiries: 866.632.1770 or ir@artisanpartners.com
Source: Artisan Partners Asset Management Inc.


Source: View Original Filing on SEC EDGAR

FAQ

What assets under management did APAM report as of March 31, 2026?

Artisan Partners Asset Management reported preliminary assets under management of $173.0 billion as of March 31, 2026. This figure covers all strategies and vehicles, including mutual funds, global funds, separate accounts, collective investment trusts and private funds managed by the firm.

How much of APAM’s AUM is in Artisan Funds and Artisan Global Funds?

Artisan Partners Asset Management reported $84.5 billion in assets under management within Artisan Funds and Artisan Global Funds. These vehicles represent the firm’s mutual fund and global fund offerings, distinct from separate accounts and other pooled or private investment structures.

What is APAM’s separate account and other AUM as of March 2026?

Separate account and other assets under management totaled $88.5 billion at Artisan Partners as of March 31, 2026. This category includes traditional separate accounts, Artisan-branded collective investment trusts and the firm’s own private funds across multiple investment strategies.

Which APAM strategy has the largest assets under management?

The International Value strategy has the largest assets under management at $50,680 million. It sits within the International Value Group and represents a significant portion of total firm AUM across Artisan Partners’ diversified global investment platform and product lineup.

How large are Artisan Partners’ Global Value and High Income strategies?

Artisan Partners’ Global Value strategy reported AUM of $34,861 million, while the High Income credit strategy reported $13,543 million. These strategies contribute meaningfully to the firm’s overall AUM across its global equity and credit-focused investment teams.

What portion of APAM’s AUM comes from model-delivered strategies?

Assets under management include $313.9 million where Artisan Partners provides investment models to managed account sponsors. These model-delivered assets are generally reported on a lag not exceeding one quarter and form a small part of the overall AUM base.

Filing Exhibits & Attachments

5 documents

Press Releases

Other Documents