Welcome to our dedicated page for Artisan Partners Asset Mgmt In SEC filings (Ticker: APAM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for Artisan Partners Asset Management Inc. (NYSE: APAM) brings together the company’s regulatory disclosures, including current reports on Form 8-K and other key documents filed with the U.S. Securities and Exchange Commission. As a global investment management firm and multi-asset investment platform, Artisan Partners uses these filings to report material events, financial results, assets under management and governance developments.
Recent 8-K filings illustrate the range of information available. Items under Results of Operations and Financial Condition (Item 2.02) furnish press releases announcing consolidated financial and operating results for specific quarters, along with related earnings materials. Multiple 8-Ks under Other Events (Item 8.01) file press releases reporting preliminary assets under management as of various month-ends, detailing AUM by strategy, investment team and vehicle, and indicating whether those disclosures are deemed “filed” for purposes of the Securities Exchange Act of 1934.
Filings also document significant corporate actions. For example, one 8-K describes a subsidiary’s definitive purchase agreement to acquire 100% of the equity interests of Grandview Property Partners, LLC, a real estate private equity firm, while a later 8-K reports the closing of that acquisition. Another 8-K records a Board decision to increase the size of the Board of Directors and appoint a new director to the Board and its Compensation Committee.
On this page, users can access APAM’s 8-Ks alongside other SEC forms such as annual reports on Form 10-K, quarterly reports on Form 10-Q and, where applicable, insider transaction reports on Form 4 and proxy statements on Schedule 14A. Stock Titan’s AI-powered summaries help explain the contents of lengthy filings, highlight key sections in documents like 10-Ks and 10-Qs, and make it easier to see how changes in AUM, strategy mix, acquisitions and governance are reflected in Artisan Partners’ official regulatory record.
Artisan Partners Asset Management Inc. reported that executive vice president, chief financial officer and treasurer Charles J. Daley Jr., who is also a 10% owner, acquired 19,438 shares of Class A common stock on March 2, 2026 as a grant under the 2023 Omnibus Incentive Compensation Plan. The shares were awarded at $0.00 per share and may not be transferred until they have vested. After this grant, Mr. Daley directly owns 110,801 Class A shares, and indirectly holds 200 additional shares through his daughter.
Artisan Partners Asset Management outlines its 2025 business in a detailed annual report, highlighting a multi‑strategy active platform with total AUM of $179.9 billion as of December 31, 2025. Assets span global equity, credit, developing world, sustainable emerging markets and multi‑asset strategies, with long performance histories and benchmark comparisons across each team.
The firm distributes mainly through institutional and intermediated wealth channels, with roughly 39% of AUM from institutional clients and 61% via intermediaries. About 49% of AUM is in Artisan Funds and Artisan Global Funds, and 51% in separate accounts and other pooled vehicles.
Artisan expands into private real estate by acquiring Grandview Property Partners, which managed approximately $895 million in institutional assets as of January 31, 2026. The report also emphasizes talent retention, compensation structures tied to revenue and franchise value, extensive global regulation, and key risks such as loss of investment professionals, market volatility, fee pressure and competition from passive and alternative products.
Artisan Partners Asset Management Inc. director, CEO and President Jason A. Gottlieb reported a tax-related share disposition under a stock award. On February 17, 2026, 5,189 shares of Class A common stock at $42.38 per share were withheld to cover tax liabilities, leaving him with 191,472 directly owned shares.
Artisan Partners Asset Management Inc.'s Executive Vice President Christopher J. Krein reported a Form 4 transaction showing a tax-related share disposition. On February 17, 2026, he disposed of 3,000 shares of Class A common stock at $42.38 per share to cover tax withholding. After this transaction, he directly owned 101,393 shares of Class A common stock.
Artisan Partners Asset Management Executive Vice President Eileen Lee reported a tax-related share disposition. On February 17, 2026, she disposed of 4,246 shares of Class A common stock at $42.38 per share to cover tax withholding. After this transaction, she directly owned 63,761 shares.
Artisan Partners Asset Management Inc. Executive Vice President Samuel Bentson Sellers reported a tax-withholding disposition of 2,632 shares of Class A common stock on February 17, 2026 at $42.38 per share. After this transaction, he directly owned 37,897 shares.
Artisan Partners Asset Management Inc. executive Laura Ellen Simpson reported a tax-related share disposition. On February 17, 2026, she disposed of 1,686 shares of Class A common stock at $42.38 per share to satisfy withholding obligations, leaving her with 31,456.79 shares held directly.
Artisan Partners Asset Management Inc. Chief Accounting Officer Ryan George Von Hoff reported a tax-withholding disposition of 324 shares of Class A common stock at $42.38 per share. After this Form 4 transaction, he directly owns 2,694 shares of Artisan Partners Class A common stock.
Kayne Anderson Rudnick Investment Management, LLC reported beneficial ownership of 5,716,957 Class A shares of Artisan Partners Asset Management Inc, representing 8.1% of the class as of the event date. The firm has sole voting power over 3,673,165 shares and shared voting power over 1,056,387 shares.
It holds sole dispositive power over 4,660,570 shares and shared dispositive power over 1,056,387 shares. The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Artisan Partners.
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.