{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-25-047333","form_type":"8-K","ticker":"AAMI","cik":"0001748824","company_name":"Acadian Asset Management Inc.","filed_at":"2025-10-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:40.336218+00:00","generated_at":"2026-05-17T01:23:25.481055+00:00","sec_items":["1.01","8.01","2.02","2.03","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Acadian Q3: Record AUM $166.4B, mgmt fees up 21% to $136.1M; plans $275M debt redemption","bullets":["Q3 net inflows $6.4B (4% of BOP); AUM at record $166.4B; management fees record $136.1M (+21% YoY).","GAAP EPS $0.42 (-7% YoY); ENI EPS $0.76 (+29% YoY); ENI operating margin 33.2% (+157 bps).","Plan to redeem $275M 4.800% Senior Notes due 2026 on Dec 1, funded with new $200M Term Loan and cash.","Entered $200M delayed draw term loan (expandable to $275M) and $175M revolving credit (expandable to $275M), both due Oct 2028.","Repurchased 0.1M shares ($5M) in Q3; YTD 1.8M shares ($48M); declared quarterly dividend $0.01/sh."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-25-047333","json":"https://secwatch.observer/filing/0001628280-25-047333.json","markdown":"https://secwatch.observer/filing/0001628280-25-047333.md","text":"https://secwatch.observer/filing/0001628280-25-047333.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1748824/000162828025047333/0001628280-25-047333-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1748824/000162828025047333/aami-20251028.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T01:23:25.481055+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"5406e55ec254d258c435052484d6e4ac6368be3b","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","evidence_source":"SEC 8-K Item 2.03/2.04","evidence_url":"https://www.sec.gov/Archives/edgar/data/1748824/000162828025047333/0001628280-25-047333-index.htm","confidence":0.9,"family_label":"Debt Financings","details":[{"label":"Instrument","value":"credit facility"},{"label":"Principal","value":"up to $200,000,000"},{"label":"Counterparty","value":"Bank of America, N.A."},{"label":"Rate","value":"Term SOFR plus an applicable margin equal to a range of 1.50% to 2.00%"},{"label":"Maturity","value":"October 28, 2028"},{"label":"Event","value":"incurrence"}]},{"claim_id":"ece209980d672126a02af6cdb1c0d00fbfaa4121","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","evidence_source":"SEC 8-K Item 2.03/2.04","evidence_url":"https://www.sec.gov/Archives/edgar/data/1748824/000162828025047333/0001628280-25-047333-index.htm","confidence":0.9,"family_label":"Debt Financings","details":[{"label":"Instrument","value":"credit facility"},{"label":"Principal","value":"up to $175,000,000"},{"label":"Counterparty","value":"Bank of America, N.A."},{"label":"Rate","value":"Term SOFR plus an applicable margin equal to a range of 1.50% to 2.00%"},{"label":"Maturity","value":"October 28, 2028"},{"label":"Event","value":"incurrence"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}