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

Rhea-AI Summary

Artisan Partners Asset Management (NYSE: APAM) has reported preliminary assets under management (AUM) of $162.4 billion as of March 31, 2025. The AUM is distributed between Artisan Funds and Artisan Global Funds accounting for $79.2 billion, while separate accounts and other AUM contributed $83.2 billion.

Key strategy holdings include:

• International Value at $46.8 billion
• Global Value at $29.9 billion
• Global Opportunities at $19.2 billion
• High Income at $12.1 billion
• Non-U.S. Growth at $13.0 billion

Positive

• Diversified portfolio with 27 different investment strategies
• Strong AUM in key strategies: International Value ($46.8B) and Global Value ($29.9B)
• Balanced distribution between funds ($79.2B) and separate accounts ($83.2B)

Negative

• Several strategies show relatively small AUM (under $1B), including Value Income ($16M) and Global Special Situations ($6M)

Insights

Asset Management Industry Analyst

Artisan Partners has reported its March 2025 AUM at $162.4 billion, with nearly equal distribution between funds ($79.2 billion) and separate accounts/other vehicles ($83.2 billion).

The detailed strategy breakdown reveals significant concentration in three key strategies: International Value ($46.8 billion or 28.9% of AUM), Global Value ($29.9 billion or 18.4%), and Global Opportunities ($19.2 billion or 11.9%). This concentration could be a double-edged sword - these flagship strategies likely drive substantial fee revenue but also create concentration risk if these particular investment styles face headwinds.

Notably, Artisan maintains numerous smaller strategies under $1 billion in assets, including several below $100 million. These smaller offerings likely operate below optimal scale for profitability but may represent growth opportunities or strategic diversification.

For context, APAM's current market capitalization of approximately $2.53 billion represents about 1.56% of its AUM, which is within typical valuation ranges for traditional active managers. The firm's diversification across multiple asset classes (equity, credit, emerging markets) and geographical exposures provides some resilience against market volatility in any single segment.

Without comparative data on AUM changes or fund flows, this snapshot offers insight into business momentum. For asset managers, trends in flows and AUM growth rates are typically more significant indicators than absolute AUM figures at a single point in time.

MILWAUKEE, April 09, 2025 (GLOBE NEWSWIRE) -- Artisan Partners Asset Management Inc. (NYSE: APAM) today reported that its preliminary assets under management ("AUM") as of March 31, 2025 totaled $162.4 billion. Artisan Funds and Artisan Global Funds accounted for $79.2 billion of total firm AUM, while separate accounts and other AUM¹ accounted for $83.2 billion.

PRELIMINARY ASSETS UNDER MANAGEMENT BY STRATEGY2
As of March 31, 2025 - ($ Millions)
Growth Team
Global Opportunities	$   19,249
Global Discovery		1,736
U.S. Mid-Cap Growth		10,282
U.S. Small-Cap Growth		2,702
Franchise		700
Global Equity Team
Global Equity		345
Non-U.S. Growth		12,988
China Post-Venture		109
U.S. Value Team
Value Equity		4,942
U.S. Mid-Cap Value		2,582
Value Income		16
International Value Group
International Value		46,849
International Explorer		631
Global Special Situations		6
Global Value Team
Global Value		29,929
Select Equity		327
Sustainable Emerging Markets Team
Sustainable Emerging Markets		1,625
Credit Team
High Income		12,062
Credit Opportunities		287
Floating Rate		85
Developing World Team
Developing World		4,147
Antero Peak Group
Antero Peak		1,899
Antero Peak Hedge		222
International Small-Mid Team
Non-U.S. Small-Mid Growth		5,353
EMsights Capital Group
Global Unconstrained		879
Emerging Markets Debt Opportunities		1,040
Emerging Markets Local Opportunities		1,398
Total Firm Assets Under Management ("AUM")	$  162,390

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 $112.7 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 AUM as of March 2025?

Artisan Partners reported total assets under management of $162.4 billion as of March 31, 2025.

How is APAM's AUM distributed between funds and separate accounts?

Artisan Funds and Global Funds account for $79.2 billion, while separate accounts and other AUM represent $83.2 billion.

What is APAM's largest investment strategy by AUM in March 2025?

International Value is the largest strategy with $46.8 billion in AUM.

What are the top 3 investment strategies by AUM for APAM?

International Value ($46.8B), Global Value ($29.9B), and Global Opportunities ($19.2B) are the top strategies.