Artisan Partners reports March AUM of $138.5B; Chief Legal Officer to retire in 2024

Artisan Partners Asset Management Inc.

Sarah A. Johnson, EVP Chief Legal Officer, to retire effective March 1, 2024; Laura E. Simpson to succeed as Chief Legal Officer.
Laura Simpson, currently general counsel, expected to become EVP, Chief Legal Officer and Corporate Secretary in Q4 2023.
Preliminary AUM as of March 31, 2023: $138.5 billion, comprising $67.0B in funds and $71.5B in separate accounts.
AUM breakdown by strategy: International Value $34.4B, Global Value $22.5B, Global Opportunities $20.3B, among others.

item 5.02 item 8.01 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Departed

Sarah A. Johnson

Executive Vice President, Chief Legal Officer and Secretary

APAM · Artisan Partners Asset Management Inc.

Effective: 2024-03-01
Successor: Laura E. Simpson
Filed: April 12, 2023, 7:59 PM ET

On April 6, 2023, Sarah A. Johnson, Executive Vice President, Chief Legal Officer and Secretary of Artisan Partners Asset Management Inc. (the “Company”), provided notice of her intention to retire effective March 1, 2024.

Appointed

Laura E. Simpson

Executive Vice President, Chief Legal Officer and Corporate Secretary

APAM · Artisan Partners Asset Management Inc.

Filed: April 12, 2023, 7:59 PM ET

Laura E. Simpson, general counsel of Artisan Partners, will transition into the role of Executive Vice President, Chief Legal Officer and Corporate Secretary.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Sarah A. Johnson retired as Executive Vice President, Chief Legal Officer and Secretary at Artisan Partners Asset Management Inc..

Action: retired
Role: Executive Vice President, Chief Legal Officer and Secretary

Exact text from the filing

On April 6, 2023, Sarah A. Johnson, Executive Vice President, Chief Legal Officer and Secretary of Artisan Partners Asset Management Inc. (the “Company”), provided notice of her intention to retire effective March 1, 2024.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Laura E. Simpson was appointed as Executive Vice President, Chief Legal Officer and Corporate Secretary at Artisan Partners Asset Management Inc..

Action: appointed
Role: Executive Vice President, Chief Legal Officer and Corporate Secretary

Exact text from the filing

Laura E. Simpson, general counsel of Artisan Partners, will transition into the role of Executive Vice President, Chief Legal Officer and Corporate Secretary.

View on SEC.gov

Artisan Partners Asset Management Inc. filing history →

Source: SEC EDGAR

accession 0001517302-23-000026

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