---
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"
generated_at: "2026-05-17T01:23:25.481055+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Acadian Q3: Record AUM $166.4B, mgmt fees up 21% to $136.1M; plans $275M debt redemption

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 1.01, 8.01, 2.02, 2.03, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-25-047333
- JSON: https://secwatch.observer/filing/0001628280-25-047333.json
- Plain text: https://secwatch.observer/filing/0001628280-25-047333.txt

## Key facts
- Debt Financings
  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.
  - Instrument: credit facility
  - Principal: up to $200,000,000
  - Counterparty: Bank of America, N.A.
  - Rate: Term SOFR plus an applicable margin equal to a range of 1.50% to 2.00%
  - Maturity: October 28, 2028
  - Event: incurrence
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1748824/000162828025047333/0001628280-25-047333-index.htm
- Debt Financings
  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.
  - Instrument: credit facility
  - Principal: up to $175,000,000
  - Counterparty: Bank of America, N.A.
  - Rate: Term SOFR plus an applicable margin equal to a range of 1.50% to 2.00%
  - Maturity: October 28, 2028
  - Event: incurrence
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1748824/000162828025047333/0001628280-25-047333-index.htm

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