Artisan Partners: preliminary managed assets of $169B

Separate accounts and other AUM accounted for $78.5 billion, alongside $90.2 billion in Artisan Funds and Artisan Global Funds.

Rhea-AI Filing Summary

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.

8-K Event Classification

2 items: 8.01, 9.01

2 items

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, or exhibit attachments filed with this report.

Key Figures

Preliminary assets under management: $168.7 billion Artisan Funds and Artisan Global Funds AUM: $90.2 billion Separate accounts and other AUM: $78.5 billion +3 more

6 metrics

Preliminary assets under management $168.7 billion As of September 30, 2026

Artisan Funds and Artisan Global Funds AUM $90.2 billion As of September 30, 2026

Separate accounts and other AUM $78.5 billion As of September 30, 2026

International Value strategy AUM $54.995 billion As of September 30, 2026; preliminary

Global Value strategy AUM $32.185 billion As of September 30, 2026; preliminary

AUM with investment models provided to managed account sponsors $508.8 million Included in AUM; generally reported on a lag not exceeding one quarter

Key Terms

assets under management, separate account and other AUM, NAV

3 terms

assets under management financial

"preliminary assets under management ("AUM") as of September 30, 2026"

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 account and other AUM consists of the assets we manage"

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How much AUM did APAM report for September 2026?

APAM reported preliminary assets under management of $168.7 billion as of September 30, 2026. The total includes Artisan Funds and Artisan Global Funds, separate accounts and other AUM.

How was APAM's AUM divided among its fund and account categories?

Artisan Funds and Artisan Global Funds accounted for $90.2 billion, while separate accounts and other AUM accounted for $78.5 billion, as of September 30, 2026.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Understanding 8-K Material Events →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Available on EDGAR 10/09/2026 - 04:25 PM Accepted by SEC EDGAR 10/09/2026 - 04:25 PM Learn about SEC filing dates

0001517302false00015173022026-10-092026-10-09

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): October 9, 2026

Artisan Partners Asset Management Inc.

(Exact name of registrant as specified in its charter)

Delaware

001-35826

45-0969585

(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 class

Trading Symbol

Name of each exchange on which registered

Class A common stock, par value $0.01 per share

APAM

New 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 October 9, 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 September 30, 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 Number						Description of Exhibit
99.1						Press Release of Artisan Partners Asset Management Inc. dated October 9, 2026
104						Cover 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: October 9, 2026

By:						/s/ Charles J. Daley, Jr.
Name:						Charles J. Daley, Jr.
Title:						Executive Vice President, Chief Financial Officer and Treasurer

Artisan Partners Asset Management Inc. Reports September 2026 Assets Under Management

Milwaukee, WI - October 09, 2026 - Artisan Partners Asset Management Inc. (NYSE: APAM) today reported that its preliminary assets under management ("AUM") as of September 30, 2026 totaled $168.7 billion. Artisan Funds and Artisan Global Funds accounted for $90.2 billion of total firm AUM, while separate accounts and other AUM1 accounted for $78.5 billion.

PRELIMINARY ASSETS UNDER MANAGEMENT BY STRATEGY2
As of September 30, 2026 - ($ Millions)
Growth Team
Global Opportunities			$	11,932
Global Discovery			1,858
U.S. Mid-Cap Growth			8,878
U.S. Small-Cap Growth			2,664
Franchise			963
Global Equity Team
Global Equity			394
Non-U.S. Growth			15,757
International Value Group
International Value			54,995
International Explorer			1,364
Global Special Situations			39
Global Value Team
Global Value			32,185
Select Equity			1,040
Sustainable Emerging Markets Team
Sustainable Emerging Markets			3,857
Credit Team
High Income			14,107
Credit Opportunities			436
Floating Rate			305
Custom Credit Solutions			1,529
Developing World Team
Developing World			3,107
Antero Peak Group
Antero Peak			2,431
Antero Peak Hedge			208
International Small-Mid Team
Non-U.S. Small-Mid Growth			3,639
EMsights Capital Group
Global Unconstrained			2,659
Emerging Markets Debt Opportunities			1,646
Emerging Markets Local Opportunities			1,969
Grandview Property Partners
Grandview Property Partners3			782
Total Firm Assets Under Management ("AUM")			$	168,744

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 $508.8 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.

Filing Exhibits & Attachments

5 documents

Press Releases

• EX-99.1 PRESS RELEASE OF ARTISAN PARTNERS ASSET MANAGEMENT INC. DATED OCTOBER 9, 2026 31.6 KB

Other Documents

• EX-101 XBRL TAXONOMY EXTENSION SCHEMA DOCUMENT 2.3 KB
• EX-101 XBRL TAXONOMY EXTENSION DEFINITION LINKBASE DOCUMENT 14.1 KB
• EX-101 XBRL TAXONOMY EXTENSION LABEL LINKBASE DOCUMENT 25.3 KB
• EX-101 XBRL TAXONOMY EXTENSION PRESENTATION LINKBASE DOCUMENT 14.7 KB