{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-06-03T12:40:49.849269+00:00","company":{"ticker":"AAMI","cik":1748824,"company_name":"Acadian Asset Management Inc."},"pagination":{"limit":100,"returned":7,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","facts":[{"fact_type":"earnings_release","fact_key":"c0952506875173924bcfd880717e2df97f59dc3c","cik":1748824,"ticker":"AAMI","company_name":"Acadian Asset Management Inc.","filed_at":"2026-04-30T23:59:59+00:00","payload":{"eps_text":"$0.68","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$24.3 million","period_text":"the first quarter ended March 31, 2026","report_date":"2026-04-30","result_type":"reported_results","revenue_text":"$159.3 million"},"claim":"Acadian Asset Management Inc. reported the first quarter ended March 31, 2026 results: revenue $159.3 million, net income $24.3 million, EPS $0.68.","evidence_excerpt":"(12% of beginning AUM), driven by Enhanced, Extension and Global strategies • AUM of $195.7 billion at March 31, 2026, up 61% from Q1'25 • Record quarterly management fees of $159.3 million, up 41% from Q1'25 • U.S. GAAP net income attributable to controlling interests of $24.3 million, 21% higher compared to Q1'25 • U.S. GAAP earnings per share of $0.68, 26% higher","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001628280-26-028588","anchor_url":"https://secwatch.observer/filing/0001628280-26-028588#claim-c0952506875173924bcfd880717e2df97f59dc3c","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1748824/000162828026028588/0001628280-26-028588-index.htm"},{"fact_type":"debt_financing","fact_key":"ece209980d672126a02af6cdb1c0d00fbfaa4121","cik":1748824,"ticker":"AAMI","company_name":"Acadian Asset Management Inc.","filed_at":"2025-10-30T23:59:59+00:00","payload":{"counterparty":"Bank of America, N.A.","effective_date":"2025-10-28","event":"incurrence","instrument_type":"credit_facility","interest_rate_text":"Term SOFR plus an applicable margin equal to a range of 1.50% to 2.00%","item_codes_triggered":["2.03"],"maturity_text":"October 28, 2028","principal_text":"up to $175,000,000"},"claim":"Acadian Asset Management Inc. incurred credit facility of up to $175,000,000 with Bank of America, N.A. at Term SOFR plus an applicable margin equal to a range of 1.50% to 2.00% maturing October 28, 2028.","evidence_excerpt":"Revolving Credit Agreement provides for senior unsecured revolving credit commitments as of the Closing Date in an aggregate principal amount, as of the Closing Date, of up to $175,000,000 (the “Revolving Facility”). The revolving commitments mature on October 28, 2028. Subject to certain conditions, Acadian LLC may increase the size of the Revolving Facility to an","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001628280-25-047333","anchor_url":"https://secwatch.observer/filing/0001628280-25-047333#claim-ece209980d672126a02af6cdb1c0d00fbfaa4121","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1748824/000162828025047333/0001628280-25-047333-index.htm"},{"fact_type":"debt_financing","fact_key":"5406e55ec254d258c435052484d6e4ac6368be3b","cik":1748824,"ticker":"AAMI","company_name":"Acadian Asset Management Inc.","filed_at":"2025-10-30T23:59:59+00:00","payload":{"counterparty":"Bank of America, N.A.","effective_date":"2025-10-28","event":"incurrence","instrument_type":"credit_facility","interest_rate_text":"Term SOFR plus an applicable margin equal to a range of 1.50% to 2.00%","item_codes_triggered":["2.03"],"maturity_text":"October 28, 2028","principal_text":"up to $200,000,000"},"claim":"Acadian Asset Management Inc. incurred credit facility of up to $200,000,000 with Bank of America, N.A. at Term SOFR plus an applicable margin equal to a range of 1.50% to 2.00% maturing October 28, 2028.","evidence_excerpt":"N.A., as the Administrative Agent. The DDTL Credit Agreement provides for a delayed draw term loan facility in an aggregate principal amount, as of the Closing Date, of up to $200,000,000 (the “Term Facility”). Subject to the satisfaction of customary conditions to borrowing, term loan commitments are available to be drawn in a single borrowing during the period","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001628280-25-047333","anchor_url":"https://secwatch.observer/filing/0001628280-25-047333#claim-5406e55ec254d258c435052484d6e4ac6368be3b","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1748824/000162828025047333/0001628280-25-047333-index.htm"},{"fact_type":"executive_change","fact_key":"2404c58d83","cik":1748824,"ticker":"AAMI","company_name":"Acadian Asset Management Inc.","filed_at":"2025-05-16T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-05-19","interim":false,"role":"Senior Vice President, Chief Financial Officer","role_category":"cfo","successor_name":null,"successor_named":false},"claim":"Scott Hynes was appointed as Senior Vice President, Chief Financial Officer at Acadian Asset Management Inc..","evidence_excerpt":"On May 13, 2025, the Board of Directors (the “Board”) of Acadian Asset Management Inc. (the “Company”) appointed Scott Hynes as the Company’s Senior Vice President, Chief Financial Officer, effective as of May 19, 2025.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001748824-25-000044","anchor_url":"https://secwatch.observer/filing/0001748824-25-000044#claim-2404c58d83","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1748824/000174882425000044/0001748824-25-000044-index.htm"},{"fact_type":"executive_change","fact_key":"f895a1020f","cik":1748824,"ticker":"AAMI","company_name":"Acadian Asset Management Inc.","filed_at":"2024-10-01T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-01-01","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Kelly Young was appointed as Director at Acadian Asset Management Inc..","evidence_excerpt":"On September 30, 2024, the Board of Directors (the “Board”) of BrightSphere Investment Group Inc. (the “Company”) appointed Kelly Young as the Company’s President and Chief Executive Officer and as a Director of the Company, each effective as of January 1, 2025.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001748824-24-000041","anchor_url":"https://secwatch.observer/filing/0001748824-24-000041#claim-f895a1020f","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1748824/000174882424000041/0001748824-24-000041-index.htm"},{"fact_type":"executive_change","fact_key":"a1a963e5c5","cik":1748824,"ticker":"AAMI","company_name":"Acadian Asset Management Inc.","filed_at":"2024-10-01T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-01-01","interim":false,"role":"President and Chief Executive Officer","role_category":"ceo","successor_name":null,"successor_named":false},"claim":"Kelly Young was appointed as President and Chief Executive Officer at Acadian Asset Management Inc..","evidence_excerpt":"On September 30, 2024, the Board of Directors (the “Board”) of BrightSphere Investment Group Inc. (the “Company”) appointed Kelly Young as the Company’s President and Chief Executive Officer and as a Director of the Company, each effective as of January 1, 2025.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001748824-24-000041","anchor_url":"https://secwatch.observer/filing/0001748824-24-000041#claim-a1a963e5c5","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1748824/000174882424000041/0001748824-24-000041-index.htm"},{"fact_type":"earnings_release","fact_key":"e23e06c0430c41e0a85c5a66e12ca9813272e4bd","cik":1748824,"ticker":"AAMI","company_name":"Acadian Asset Management Inc.","filed_at":"2024-05-02T23:59:59+00:00","payload":{"eps_text":"$0.37","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$14.6 million","period_text":"first quarter ended March 31, 2024","report_date":"2024-05-02","result_type":"reported_results","revenue_text":null},"claim":"Acadian Asset Management Inc. reported first quarter ended March 31, 2024 results: net income $14.6 million, EPS $0.37.","evidence_excerpt":"BrightSphere Reports Financial and Operating Results for the First Quarter Ended March 31, 2024","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001748824-24-000022","anchor_url":"https://secwatch.observer/filing/0001748824-24-000022#claim-e23e06c0430c41e0a85c5a66e12ca9813272e4bd","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1748824/000174882424000022/0001748824-24-000022-index.htm"}]}