8-K current report · filed Sep 25, 2026

Artisan Partners Asset Management Inc. (APAM) 8-K Current Report: September 25, 2026

Item 1.01Item 1.02APAM overview

Short answer

Artisan Partners Asset Management Inc. (APAM) filed an 8-K current report with the SEC on September 25, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement), Item 1.02 (Termination of a Material Definitive Agreement). New $150M five-year revolving credit facility, maturing September 23, 2031.

Artisan Partners Asset Management Inc. 8-K event analysis

AI summary of each reported item and its exhibits

Item 1.01 · Entry into a Material Definitive Agreement

  • New $150M five-year revolving credit facility, maturing September 23, 2031
  • Borrowing capacity expandable to $225M, supporting liquidity and potential acquisitions
  • Interest rates tied to leverage, with Term SOFR margins of 1.25%–2.00%
  • Leverage capped at 3.00x, temporarily rising to 3.50x after qualifying acquisitions
  • No outstanding borrowings at filing date; prior August 16, 2022 facility terminated

Other items in this filing:

  • Item 1.02: Termination of a Material Definitive Agreement

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