Ares Management (ARES) FY2025 10-K Annual Report

Filed: Feb 25, 2026
Financials
Investment AdviceSEC EDGAR

Ares Management (ARES) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 25, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Ares Management FY2025 10-K Analysis

Business Overview

  • Global alternative asset manager with $622.5B AUM across Credit ($406.9B), Real Assets ($139.1B), Secondaries ($42.1B), and Private Equity ($25.3B)
  • GCP Acquisition (completed March 1, 2025) added logistics and digital infrastructure capabilities, expanding geographic presence into GLP's international markets
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Management Discussion & Analysis

  • Total revenues $5.60B, up 44% YoY (+$1.72B), driven by management fees +25% to $3.68B and carried interest surge to $1.15B from $390M
  • FRE $1.78B vs $1.36B; RI $1.85B vs $1.47B; no consolidated operating margin disclosed, but net income attributable to AMC $527M vs $464M (+14%)
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Risk Factors

  • FSOC non-bank SIFI designation risk under Dodd-Frank Act — if designated, triggers Federal Reserve capital, leverage, and stress-test requirements designed for banks
  • Direct lending AUM = 44% of total AUM as of Dec 31, 2025 — concentrated exposure to credit market downturns and rising regulatory scrutiny of private credit
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Ares Management FY2025 Key Financial Metrics
XBRL

Revenue

$5.6B

+44.2% YoY

Net Income

$527M

+13.7% YoY

Net Margin

9.4%

-252bp YoY

ROE

12.3%

-75bp YoY

Total Assets

$28.6B

+15.1% YoY

Operating Cash Flow

$3.3B

+17.0% YoY

Source: XBRL data from Ares Management FY2025 10-K filing on SEC EDGAR. All figures in USD.

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