Artisan Partners reports $168B in preliminary assets

AUM includes $482.7 million for which Artisan provides investment models to managed account sponsors, generally reported on a lag not exceeding one quarter.

Available on EDGAR 11/10/2026 - 04:21 PM EST Accepted by SEC EDGAR 11/10/2026 - 04:21 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Artisan Partners Asset Management Inc. (APAM) reported preliminary assets under management of $167.8 billion as of October 31, 2026. Artisan Funds and Artisan Global Funds accounted for $91.3 billion, while separate accounts and other AUM accounted for $76.5 billion.

Among the listed strategies, International Value had $57.348 billion in AUM and Global Value had $31.951 billion. The reported AUM also includes $482.7 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

Total preliminary AUM: $167.8 billion Artisan Funds and Artisan Global Funds AUM: $91.3 billion Separate accounts and other AUM: $76.5 billion +3 more

6 metrics

Total preliminary AUM $167.8 billion As of October 31, 2026

Artisan Funds and Artisan Global Funds AUM $91.3 billion As of October 31, 2026

Separate accounts and other AUM $76.5 billion As of October 31, 2026

International Value AUM $57.348 billion As of October 31, 2026

Global Value AUM $31.951 billion As of October 31, 2026

Assets for which Artisan provides investment models $482.7 million Included in AUM; generally reported on a lag not exceeding one quarter

Key Terms

collective investment trusts, NAV, uncalled and recallable capital, investment models

4 terms

collective investment trusts financial

"assets we manage in Artisan-branded collective investment trusts"

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.

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

"NAV plus uncalled and recallable capital"

investment models financial

"provides investment models to managed account sponsors"

FAQ

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

How much AUM did APAM report for October 2026?

APAM reported preliminary AUM of $167.8 billion as of October 31, 2026. Artisan Funds and Artisan Global Funds accounted for $91.3 billion, while separate accounts and other AUM accounted for $76.5 billion.

Which APAM strategy had the most AUM in October 2026?

International Value had the most AUM among the listed strategies, at $57.348 billion as of October 31, 2026. Global Value had $31.951 billion.

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

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0001517302false00015173022026-11-102026-11-10

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): November 10, 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 November 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 October 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 Number						Description of Exhibit
99.1						Press Release of Artisan Partners Asset Management Inc. dated November 10, 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: November 10, 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 October 2026 Assets Under Management

Milwaukee, WI - November 10, 2026 - Artisan Partners Asset Management Inc. (NYSE: APAM) today reported that its preliminary assets under management ("AUM") as of October 31, 2026 totaled $167.8 billion. Artisan Funds and Artisan Global Funds accounted for $91.3 billion of total firm AUM, while separate accounts and other AUM1 accounted for $76.5 billion.

PRELIMINARY ASSETS UNDER MANAGEMENT BY STRATEGY2
As of October 31, 2026 - ($ Millions)
Growth Team
Global Opportunities			$	11,238
Global Discovery			1,803
U.S. Mid-Cap Growth			8,437
U.S. Small-Cap Growth			2,308
Franchise			916
Global Equity Team
Global Equity			383
Non-U.S. Growth			14,616
International Value Group
International Value			57,348
International Explorer			1,344
Global Special Situations			37
Global Value Team
Global Value			31,951
Select Equity			1,041
Sustainable Emerging Markets Team
Sustainable Emerging Markets			3,626
Credit Team
High Income			14,015
Credit Opportunities			430
Floating Rate			315
Custom Credit Solutions			1,562
Developing World Team
Developing World			2,798
Antero Peak Group
Antero Peak			2,451
Antero Peak Hedge			210
International Small-Mid Team
Non-U.S. Small-Mid Growth			3,779
EMsights Capital Group
Global Unconstrained			2,868
Emerging Markets Debt Opportunities			1,594
Emerging Markets Local Opportunities			1,912
Grandview Property Partners
Grandview Property Partners3			780
Total Firm Assets Under Management ("AUM")			$	167,762

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 $482.7 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 NOVEMBER 10, 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