Artisan Partners Asset Management Inc. Reports January 2025 Assets Under Management

Rhea-AI Summary

Artisan Partners Asset Management (NYSE: APAM) reported preliminary assets under management (AUM) of $168.4 billion as of January 31, 2025. The AUM is distributed between Artisan Funds and Artisan Global Funds ($80.8 billion) and separate accounts and other AUM ($87.6 billion).

The largest strategies by AUM include International Value ($45.5 billion), Global Value ($30.3 billion), and Global Opportunities ($21.6 billion). Other significant strategies include U.S. Mid-Cap Growth ($13.7 billion), Non-U.S. Growth ($13.0 billion), and High Income ($11.8 billion).

Positive

• Total AUM of $168.4 billion shows significant scale
• Well-diversified asset base across multiple investment strategies
• Strong presence in international markets with $45.5B in International Value strategy

Negative

• Several strategies show relatively small AUM (under $500M), indicating potential growth challenges in these segments

Insights

Investment Management Analyst

The January 2025 AUM report reveals Artisan Partners' robust position in the asset management industry with $168.4 billion in total assets. The firm's business model demonstrates strategic diversification across multiple investment strategies, with particularly strong positioning in high-margin segments.

Several key insights emerge from this data: First, the nearly equal split between Artisan Funds/Global Funds ($80.8 billion) and separate accounts ($87.6 billion) indicates a well-balanced distribution model that serves both institutional and retail clients. This diversity in client base helps stabilize revenue streams across market cycles.

The concentration of assets in International Value ($45.4 billion), Global Value ($30.3 billion), and Global Opportunities ($21.6 billion) strategies is particularly noteworthy. These larger strategies typically command higher management fees due to their active management approach and international focus, potentially driving stronger revenue generation for the firm.

The firm's emerging markets exposure through various strategies (Sustainable Emerging Markets, Developing World, EMsights Capital Group) totals approximately $8.1 billion, showing a measured approach to higher-risk markets while maintaining diversification benefits. The presence in specialized segments like China Post-Venture and Credit Opportunities, though smaller in AUM, demonstrates the firm's commitment to offering innovative investment solutions.

From a business perspective, the diverse strategy mix and substantial AUM base position Artisan Partners well for generating consistent management fees across market cycles. The firm's multi-boutique model, with autonomous investment teams managing specialized strategies, supports both talent retention and product differentiation in the competitive asset management landscape.

MILWAUKEE, Feb. 11, 2025 (GLOBE NEWSWIRE) -- Artisan Partners Asset Management Inc. (NYSE: APAM) today reported that its preliminary assets under management ("AUM") as of January 31, 2025 totaled $168.4 billion. Artisan Funds and Artisan Global Funds accounted for $80.8 billion of total firm AUM, while separate accounts and other AUM¹ accounted for $87.6 billion.

PRELIMINARY ASSETS UNDER MANAGEMENT BY STRATEGY2
As of January 31, 2025 - ($ Millions)
Growth Team
Global Opportunities	$      21,585
Global Discovery		1,951
U.S. Mid-Cap Growth		13,691
U.S. Small-Cap Growth		3,233
Global Equity Team
Global Equity		361
Non-U.S. Growth		13,037
China Post-Venture		177
U.S. Value Team
Value Equity		5,077
U.S. Mid-Cap Value		2,703
Value Income		16
International Value Team
International Value		45,484
International Explorer		436
Global Value Team
Global Value		30,291
Select Equity		335
Sustainable Emerging Markets Team
Sustainable Emerging Markets		1,600
Credit Team
High Income		11,806
Credit Opportunities		280
Floating Rate		77
Developing World Team
Developing World		4,292
Antero Peak Group
Antero Peak		2,086
Antero Peak Hedge		250
International Small-Mid Team
Non-U.S. Small-Mid Growth		6,602
EMsights Capital Group
Global Unconstrained		745
Emerging Markets Debt Opportunities		1,017
Emerging Markets Local Opportunities		1,223
Total Firm Assets Under Management ("AUM")	$     168,355

¹ Separate account and other AUM consists of the assets we manage in or through vehicles other than Artisan Funds or Artisan Global Funds. Separate account and other AUM includes assets we manage in traditional separate accounts, as well as assets we manage in Artisan-branded collective investment trusts, and in our own private funds.
² AUM for Artisan Sustainable Emerging Markets and U.S. Mid-Cap Growth Strategies includes $104.6 million in aggregate for which Artisan Partners provides investment models to managed account sponsors (reported on a lag not exceeding one quarter).

ABOUT ARTISAN PARTNERS
Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners' autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates.

Investor Relations Inquiries: 866.632.1770 or ir@artisanpartners.com
Source: Artisan Partners Asset Management Inc.

FAQ

What is Artisan Partners' (APAM) total assets under management as of January 2025?

Artisan Partners reported total assets under management of $168.4 billion as of January 31, 2025.

How are APAM's assets distributed between funds and separate accounts?

Artisan Funds and Artisan Global Funds account for $80.8 billion, while separate accounts and other AUM account for $87.6 billion.

What is APAM's largest investment strategy by AUM?

The International Value strategy is APAM's largest, with $45.484 billion in assets under management.

How many different investment strategies does APAM manage?

APAM manages over 20 different investment strategies across various asset classes and market segments.

What are APAM's top three strategies by assets under management?

APAM's top three strategies by AUM are International Value ($45.5B), Global Value ($30.3B), and Global Opportunities ($21.6B).