AAMI Acadian Asset Management Inc.companySEC Filings & Insider Trading Activity 2026
Latest Acadian Asset Management Inc. (AAMI) SEC EDGAR filings in 2026, including the most recent 10-K annual report filed on February 27, 2026, a 10-Q quarterly report filed on May 7, 2026, an 8-K current report filed on July 30, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for Acadian Asset Management Inc. (AAMI) (SEC CIK 1748824), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-12-31)
Business Overview
- • Core business: Systematic investment management via majority-owned Acadian LLC with $178B AUM as of Dec 31, 2025
- • New emphasis on enhanced equity and equity extension strategies like 130/30 offering higher fee, high conviction products
- • Name change effective Jan 1, 2025 from BrightSphere Investment Group Inc. to Acadian Asset Management Inc. signals rebranding
- • Employee count at 396 full-time equivalents as of Dec 31, 2025, including 20 at holding company level
- • Significant share repurchases: 58% of shares repurchased from 2020 through 2025 reflecting strong capital return strategy
Risk Factors
- • Regulatory risk SEC scrutiny on conflicts of interest and investment advisory agreement termination upon assignment under Advisers Act and Investment Company Act
- • Macroeconomic threat 70% AUM in non-U.S. currencies facing foreign exchange risk and potential asset value declines due to U.S. dollar strength
- • Operational vulnerability dependency on Acadian LLC profitability and required cash distributions subject to working capital and insolvency risks
- • Competitive risk pressure on fee levels from industry trend toward lower fees and sub-advisory agreements impacting revenue growth
- • Financial risk key personnel dependency with potential adverse impact from loss of investment and management staff despite some non-competition agreements
Management Discussion & Analysis
- • Revenue $563.7M in 2025, up 11.5% YoY from $505.6M in 2024
- • Operating margin declined to 23% in 2025 from 27% in 2024 (down 400 bps approx)
- • Best segment: Enhanced Equity AUM grew $29.2B to $40.0B in 2025, 22.5% of total AUM
- • Worst segment: Performance fees down 44% YoY to $31.4M in 2025 from $71.4M in 2024
- • Net inflows record $29.4B in 2025 vs $1.8B in 2024; total AUM rose to $177.5B
- • Net income attributable to controlling interests declined 5.9% to $80.0M in 2025
- • Capital allocation: No explicit buybacks/dividends/capex figures disclosed in provided text
- • Management uses Economic Net Income (ENI) ($117.6M in 2025, up 11.1% YoY) to guide operations
- • Management highlights strong asset growth, but notes risks from AUM mix and fee rate changes
Go deeper on Acadian Asset Management Inc.
Ask AI about AAMI filings. Chat with the 10-K, 10-Q, and 8-K for instant answers on financials, risks, and guidance.
Track institutional money. See which funds are building or cutting AAMI positions, quarter over quarter.
Catch cross-signals. Spot when insider buying, fund accumulation, and activist stakes line up on AAMI.
Annual Reports Archive10-K
AI-powered analysis of Acadian Asset Management Inc. (AAMI) 10-K annual reports filed with SEC EDGAR.
Financial SummaryXBRL
| FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $417.2M | $426.6M | $505.6M | $563.7M |
| Operating Income | - | $106.0M | $135.5M | $132.1M |
| Net Income | - | $65.8M | $85.0M | $80.0M |
| Op. Margin | - | 24.8% | 26.8% | 23.4% |
| Net Margin | - | 15.4% | 16.8% | 14.2% |
| Balance Sheet | ||||
| Total Assets | - | $611.4M | $703.2M | $677.0M |
| Equity | - | $40.2M | - | - |
| ROE | - | 163.7% | - | - |
| Per Share | ||||
| EPS | - | $1.55 | $2.22 | $2.21 |
| Cash Flow | ||||
| Operating CF | - | $68.3M | $55.8M | -$2.4M |
Source: XBRL financial data from Acadian Asset Management Inc. (AAMI) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Jul 30, 2026 | - | - | - |
8-K | Jun 11, 2026 | - | - | - |
8-K | May 19, 2026 | - | - | |
10-Q | May 7, 2026 | Mar 31, 2026 | - | |
8-K | Apr 30, 2026 | - | - | - |
10-K | Feb 27, 2026 | Dec 31, 2025 | Analysis | |
8-K | Feb 5, 2026 | - | - | |
8-K | Nov 25, 2025 | - | - | |
10-Q | Nov 6, 2025 | Sep 30, 2025 | - | |
10-Q | Aug 7, 2025 | Jun 30, 2025 | - | |
10-Q | May 8, 2025 | Mar 31, 2025 | - | |
10-K | Feb 27, 2025 | Dec 31, 2024 | - | |
SC 13G | Nov 14, 2024 | - | - | |
10-Q | Nov 7, 2024 | Sep 30, 2024 | - | |
10-Q | Aug 8, 2024 | Jun 30, 2024 | - | |
10-Q | May 9, 2024 | Mar 31, 2024 | - | |
10-K | Feb 28, 2024 | Dec 31, 2023 | - | |
10-Q | Nov 8, 2023 | Sep 30, 2023 | - | |
10-Q | Aug 8, 2023 | Jun 30, 2023 | - | |
10-Q | May 8, 2023 | Mar 31, 2023 | - | |
10-K | Feb 28, 2023 | Dec 31, 2022 | - | |
SC 13G | Feb 9, 2023 | - | - | |
SC 13G | Feb 9, 2023 | - | - | |
10-Q | Nov 4, 2022 | Sep 30, 2022 | - | |
10-Q | Aug 5, 2022 | Jun 30, 2022 | - |
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate AAMI share value held by 13F filers tracked by SignalX, by quarter.
- Two Sigma Investments+195.3K (+69%)
- AQR Capital Management+67.2K (+73%)
- Bank of America Corp+36.9K (+37%)
- FMR LLC (Fidelity)+34.1K (+19%)
- Principal Financial Group+24.9K (+14%)
- Soros Fund Management88.6K (-12%)
- BlackRock81.1K (-2%)
- D.E. Shaw & Co58.7K (-51%)
- Renaissance Technologies LLC37.8K (-38%)
- Citigroup27.3K (-64%)
- Franklin Resources+54.2K
- Raymond James Financial+7.4K
- Vanguard Group Inc−2.34M
- Invesco Ltd−420.6K
- JPMorgan Chase & Co−150.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 213 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe.
Frequently Asked Questions
What are the latest AAMI SEC filings in 2026?
Acadian Asset Management Inc. (AAMI) has filed a 10-K annual report on February 27, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on July 30, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did AAMI file its most recent 10-K annual report?
Acadian Asset Management Inc. (AAMI) filed its most recent 10-K annual report on February 27, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view AAMI 10-Q quarterly reports?
Acadian Asset Management Inc. (AAMI)'s most recent 10-Q quarterly report was filed on May 7, 2026. SignalX displays every AAMI 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has AAMI filed recently?
Acadian Asset Management Inc. (AAMI)'s most recent 8-K was filed on July 30, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find AAMI insider trading activity (Form 4)?
SignalX aggregates every AAMI Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does AAMI file with the SEC?
Acadian Asset Management Inc. (AAMI) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new AAMI filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Acadian Asset Management Inc. (AAMI).
What is AAMI's SEC CIK number?
Acadian Asset Management Inc. (AAMI)'s SEC CIK (Central Index Key) number is 1748824. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1748824 to look up all AAMI filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find AAMI return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from Acadian Asset Management Inc. (AAMI) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
Stay on top of Acadian Asset Management Inc. SEC filings
Insider trading data, fund holdings, cross-signal detection, and AI-powered analysis for 41+ filings.