Every 8-K that ARTISAN PARTNERS ASSET MANAGEMENT INC. (APAM) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow APAM and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full APAM filings page.
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. 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 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.
Artisan Partners Asset Management Inc. held its 2026 annual stockholder meeting on June 3, 2026. Stockholders elected nine directors, including Jennifer A. Barbetta, Matthew R. Barger and Kane Brenan, with support levels generally above 63 million votes for each nominee.
Stockholders approved, on an advisory basis, the compensation of the company’s named executive officers, with 63,534,164 votes for, 1,964,691 against and 148,008 abstentions, plus 4,588,042 broker non-votes. They also ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 67,796,509 votes for, 2,389,038 against and 49,358 abstentions.
Artisan Partners Asset Management Inc. reported that preliminary assets under management as of April 30, 2026 totaled $183.0 billion. Artisan Funds and Artisan Global Funds represented $89.1 billion, while separate accounts and other assets contributed $93.9 billion, showing a diversified mix across vehicles.
The firm provided a detailed breakdown by investment strategy, with large allocations in International Value, Global Value and Non-U.S. Growth strategies alongside meaningful exposures in credit and emerging markets offerings. The update highlights the breadth of Artisan’s global, multi-asset investment platform and the scale of client assets managed for sophisticated investors worldwide.
Artisan Partners Asset Management Inc. reported first-quarter 2026 results showing modest growth despite market headwinds. Average assets under management were $182.4 billion and ending AUM was $173.0 billion, with firmwide net client outflows of $3.1 billion partly offset by $880 million of AUM from the Grandview Property Partners acquisition.
Revenues rose 9% versus the first quarter of 2025 to $303.0 million, while operating income grew 10% to $94.2 million and adjusted operating income increased 6%. GAAP net income attributable to the company was $58.0 million, or $0.76 per diluted share; adjusted net income was $70.8 million, or $0.87 per adjusted share.
The board declared a variable quarterly dividend of $0.77 per Class A share for the March 2026 quarter, representing approximately 80% of cash generated, payable on May 29, 2026. Cash and cash equivalents were $271.1 million and total borrowings were $190.0 million at March 31, 2026, resulting in a 0.4x debt leverage ratio. Management highlighted strong performance and growth in credit and EMsights strategies, continued equity outflows, and a strategy focused on expanding in credit, alternatives, and key distribution channels while maintaining substantial capital returns to shareholders.
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.
Artisan Partners Asset Management Inc. reported preliminary assets under management of $188.5 billion as of February 28, 2026. Artisan Funds and Artisan Global Funds accounted for $92.4 billion, while separate accounts and other AUM contributed $96.1 billion, showing a balanced mix across vehicles.
The largest strategies by AUM include International Value at $56,723 million, Global Value at $37,890 million, and High Income at $13,598 million. The report also details diversified exposure across growth, value, credit, emerging markets and real estate strategies on the firm’s global multi‑asset platform.
Artisan Partners Asset Management Inc. reported preliminary assets under management of $185.3 billion as of January 31, 2026. Artisan Funds and Artisan Global Funds accounted for $90.2 billion of this total, while separate accounts and other AUM contributed $95.1 billion.
The largest strategies by assets included International Value at $54,515 million, Global Value at $37,608 million and Non-U.S. Growth at $16,501 million, alongside sizeable allocations in High Income at $13,382 million and U.S. Mid-Cap Growth at $10,071 million.
Artisan Partners Asset Management Inc. filed a report describing two corporate updates. The company released a press release and full earnings release covering its consolidated financial and operating results for the three months and year ended December 31, 2025, making these materials publicly available as exhibits.
The Board also appointed Ryan G. Von Hoff as Chief Accounting Officer and principal accounting officer, effective January 29, 2026. Von Hoff has been Corporate Controller since July 2022, previously served as Assistant Controller, joined Artisan Partners in 2013 after working as an audit manager at Deloitte & Touche LLP, and is both a Certified Public Accountant and a CFA Charterholder.
Artisan Partners Asset Management Inc. reported several corporate updates. The board expanded from eight to nine members and appointed Clarence Kane Brenan as a new director and member of the Compensation Committee. Brenan brings experience from TIFF Investment Management, Goldman Sachs and prior work as a corporate M&A lawyer.
The company also disclosed that a subsidiary closed on its previously announced acquisition of 100% of the equity of Grandview Property Partners, LLC on January 2, 2026. In addition, Artisan Partners referenced a January 12, 2026 press release detailing preliminary assets under management as of December 31, 2025, which is incorporated by reference as an exhibit.
Artisan Partners Asset Management Inc. reported that it has issued a press release providing preliminary figures for its assets under management as of November 30, 2025. The company furnished this information via a current report so investors can see an early snapshot of how much client capital it oversees ahead of more detailed periodic filings.
The press release is included as an exhibit and is treated as filed under the securities laws, meaning it becomes part of Artisan Partners’ incorporated disclosure record for future offerings and reports.
Artisan Partners Asset Management Inc. announced that a subsidiary has signed a definitive agreement to acquire 100% of Grandview Property Partners, LLC, a real estate private equity firm focused on middle market properties across the U.S. Grandview currently manages approximately $940 million of institutional assets. The transaction is expected to close in the first quarter of 2026, subject to customary closing conditions.
The purchase price consists of an upfront cash payment plus contingent cash payments based on capital raised in future Grandview-sponsored funds between the closing date and the seventh anniversary of closing. Artisan plans to fund the purchase using cash on hand and currently expects the deal to have an immaterial impact on its 2026 financial condition and operating results, while being mildly accretive to earnings per share after the final closing of Grandview’s next flagship closed-end draw down fund.
Artisan Partners Asset Management Inc. (APAM) announced an update on assets under management. On November 11, 2025, the company reported that it issued a press release with certain information about its preliminary assets under management as of October 31, 2025.
The press release is attached as Exhibit 99.1. The information is deemed “filed” under the Exchange Act and is incorporated by reference into the company’s Securities Act filings.
Artisan Partners Asset Management Inc. (APAM) furnished an 8-K announcing the availability of its consolidated financial and operating results for the three and nine months ended September 30, 2025. The company issued a press release and a full earnings release, attached as Exhibits 99.1 and 99.2.
The Item 2.02 information, including the exhibits, is furnished and not deemed filed under the Exchange Act. APAM’s Class A common stock trades on the NYSE under the symbol APAM.
Artisan Partners Asset Management Inc. filed a current report to let investors know it has released a press release with preliminary assets under management figures as of September 30, 2025. The company states that this press release, dated October 9, 2025, is attached as an exhibit and is formally incorporated into its other securities filings. This step makes the updated assets under management data part of the company’s official SEC reporting record.
Artisan Partners Asset Management Inc. filed a current report to note that it issued a press release on September 10, 2025 providing certain information about its preliminary assets under management as of August 31, 2025. The press release is included with the report as Exhibit 99.1 and is formally incorporated by reference into the company’s Securities Act filings. The filing classifies this disclosure under the “Other Events” section, indicating it is an informational update rather than a major transaction or earnings release.
Artisan Partners Asset Management Inc. reported that it issued a press release disclosing preliminary assets under management as of July 31, 2025. The 8-K states the press release is attached as Exhibit 99.1 and is incorporated by reference into the Company’s filings. The filing itself does not include AUM figures or additional financial data, but formally makes the press release part of the Company’s public record. The report is signed by the Company’s Chief Financial Officer.