---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-25-029667"
form_type: "8-K"
ticker: "APAM"
cik: "0001517302"
company_name: "Artisan Partners Asset Management Inc."
filed_at: "2025-06-05T23:59:59+00:00"
generated_at: "2026-05-19T21:45:36.317545+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Artisan Partners issues $50M 5.43% Series G Senior Notes due 2030 to refinance Series D

## Summary
- Issued $50M Series G Senior Notes at 5.43% per annum, due August 16, 2030.
- Proceeds will repay $50M Series D senior notes maturing in August 2025.
- Financial covenants: leverage ratio ≤3.00x; interest coverage ≥4.00x.
- Annual meeting approved all seven director nominees, advisory say-on-pay, and PwC ratification.
- Change-in-control or AUM below $45B triggers mandatory prepayment offer.

## SEC filing metadata
- accession: 0001628280-25-029667
- form_type: 8-K
- ticker: APAM
- cik: 0001517302
- company_name: Artisan Partners Asset Management Inc.
- filed_at: 2025-06-05T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 1.01, 2.03, 5.07, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1517302/000162828025029667/0001628280-25-029667-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1517302/000162828025029667/apam-20250603.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-25-029667
- JSON: https://secwatch.observer/filing/0001628280-25-029667.json
- Plain text: https://secwatch.observer/filing/0001628280-25-029667.txt

## Key facts
- Debt Financings
  Artisan Partners Asset Management Inc. incurred senior notes of $50 million with note purchasers at 5.43% per annum maturing August 16, 2030.
  - Instrument: senior notes
  - Principal: $50 million
  - Counterparty: note purchasers
  - Rate: 5.43% per annum
  - Maturity: August 16, 2030
  - Event: incurrence
  source text: Holdings agreed to issue $50 million of Series G Senior Notes in a private placement transaction on August 15, 2025
  evidence_url: https://www.sec.gov/Archives/edgar/data/1517302/000162828025029667/0001628280-25-029667-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.