Acadian Asset Management Inc. (AAMI) filings document the reporting framework for an NYSE-listed asset-management holding company and its majority-owned operating subsidiary. Form 8-K reports furnish financial and operating results, earnings presentation exhibits and material events tied to credit agreements, refinancing activity and senior-note redemption.
Proxy materials describe annual stockholder meeting matters, governance disclosures and executive compensation information. The filings also identify the company's registered common stock on the New York Stock Exchange and, where applicable in historical capital-structure disclosures, its 4.800% notes due 2026.
Acadian Asset Management delivered strong growth for the three months ended March 31, 2026. Revenue rose to $167.0 million from $119.9 million a year earlier, driven mainly by higher management fees of $159.3 million as assets under management expanded.
Net income attributable to controlling interests increased to $24.3 million, with diluted earnings per share up to $0.68 from $0.54. Assets under management reached $195.7 billion, supported by $21.4 billion in net client inflows, particularly into Enhanced Equity and non-U.S. strategies, partly offset by modest market depreciation.
On a non-GAAP basis, economic net income nearly doubled to $37.6 million, and the ENI operating margin improved to 38.1%, reflecting operating leverage even as compensation and systems spending increased to support growth.
Acadian Asset Management Inc. chief legal and administrative officer Richard Jonathan Hart reported selling a total of 100,000 shares of Common Stock in open-market transactions on May 4, 2026. The sales were executed at weighted average prices around the high-$60 range across multiple trades.
One block of 11,208 shares was sold at a weighted average price of $67.7269 per share, and another block of 88,792 shares was sold at a weighted average price of $66.8747 per share. Following these transactions, Hart directly holds 85,071 shares of Acadian Asset Management Inc. common stock.
Morgan Stanley Smith Barney LLC Executive Financial Services submitted a Form 144 reporting a proposed sale of 100,000 shares of Common stock. The filing lists an aggregate amount of $6,697,020.00 and references 35,723,000 shares outstanding as of 05/04/2026.
Acadian Asset Management Inc. reported strong Q1 2026 results, led by record net client cash flows of $21.4 billion, equal to 12% of beginning assets under management (AUM).
AUM reached $195.7 billion, up 61% from Q1 2025, supporting a 39.3% increase in revenue to $167.0 million. U.S. GAAP net income attributable to controlling interests rose 20.9% to $24.3 million, with diluted EPS up 25.9% to $0.68.
Non-GAAP performance was even stronger. Economic net income grew 85.2% to $37.6 million, ENI EPS increased 94.4% to $1.05, and Adjusted EBITDA rose 75.6% to $61.8 million. ENI operating margin expanded from 28.3% to 38.1%, reflecting higher management fees and operating leverage. The board declared a quarterly dividend of $0.10 per share, and the company ended the quarter with $129.0 million of cash, $96.7 million of seed investments, and a leverage ratio of 1.3x.
Acadian Asset Management Inc. is asking stockholders to elect five directors, ratify KPMG as auditor, approve 2025 executive pay on an advisory basis, and adopt a new 2026 Equity Incentive Plan at a virtual annual meeting on June 11, 2026. Holders of 35,628,988 common shares as of April 20, 2026 can vote online, by phone, mail, or during the meeting.
The proxy details strong 2025 results: assets under management rose 51% to $178 billion, net client cash flows reached $29.4 billion, economic net income grew 11% to $117.6 million, Adjusted EBITDA increased 9% to $192.9 million, and ENI EPS grew 18% to $3.25. Over 95% of strategies (revenue‑weighted) outperformed benchmarks over 3–10 years, and the company returned $48 million via share repurchases.
CEO Kelly Young’s 2025 total compensation was $10.85 million, heavily incentive‑based, with a mix of cash, time‑based RSUs, and performance‑based RSUs tied to relative total shareholder return and net client cash flow. Other named executives received smaller, largely performance‑linked packages. The board highlights independent oversight, committee structures, cybersecurity and ESG practices, and recommends voting “FOR” all proposals.
The Vanguard Group filed an amendment to its Schedule 13G reporting its position in Acadian Asset Management Inc common stock. The filing states amount beneficially owned: 0 and percent of class: 0%, following an internal realignment on January 12, 2026.
The amendment explains certain Vanguard subsidiaries and business divisions will report beneficial ownership separately in reliance on SEC Release No. 34-39538, and that Vanguard no longer is deemed to beneficially own securities held by those units. The filing is signed by Vanguard's Head of Global Fund Administration on 03/26/2026.
Acadian Asset Management Inc. files its annual report outlining its systematic investment management business and major risks. Through majority-owned Acadian LLC, the firm manages approximately $178 billion of assets under management as of December 31, 2025, primarily for institutional clients worldwide.
The report highlights competitive strengths in quantitative research, data-driven investing and technology, but notes concentration risks: about 46% of AUM is in five strategies and roughly 70% is denominated in non‑U.S. currencies, exposing results to performance, market and FX swings. The institutional channel represents over 80% of AUM, and the top five client relationships contribute about 14% of run‑rate gross management fee revenue.
Management emphasizes capital return and balance sheet structure. From January 1, 2020 to December 31, 2025, the company repurchased approximately 58% of its shares and reports $200 million of long‑term debt outstanding at year‑end 2025. Seed investments totaled about $90 million across seven products. Acadian also discloses extensive operational, regulatory, technology, cybersecurity, data privacy, and legal risks that could affect earnings, cash flow and reputation. As of December 31, 2025, the company had 396 full‑time equivalent employees, supported by advanced proprietary systems and growing use of artificial intelligence in its investment and operations processes.
Acadian Asset Management Inc. executive Christina Wiater reported multiple equity compensation transactions. On February 13, 2026, she received 5,407 restricted stock units (RSUs), each representing one share of common stock, vesting in three equal annual installments through February 13, 2029.
Previously granted RSUs vested and were converted to common stock on February 14 and 15, 2026, adding 4,006 and 5,180 common shares, respectively, at no cash exercise price. To cover tax obligations, the company withheld 1,176 and 1,521 common shares at $51.85 per share, reported as tax-withholding dispositions rather than open-market sales.
After these transactions, Wiater directly held 25,614 shares of common stock and 26,432 RSUs.
Acadian Asset Management Inc. CLO and CAO Richard Jonathan Hart reported multiple equity compensation transactions. On February 13, 2026, he received a grant of 21,602 restricted stock units (RSUs), each representing one share of common stock, vesting in three equal annual installments through February 13, 2029.
On February 14 and 15, 2026, RSUs from prior grants converted into 5,755 and 9,550 shares of common stock at no cost, increasing his direct holdings. To satisfy tax obligations, 2,782 shares on February 14 and 4,618 shares on February 15 were automatically disposed of at a price of $51.85 per share.
After these transactions, Hart directly owned 173,863 shares of common stock and 53,650 RSUs, reflecting ongoing equity-based compensation and routine tax-withholding dispositions rather than open-market purchases or sales.