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AI brief of an SEC Form 8-K · Artisan Partners Asset Management (APAM)

Artisan Partners enters $150 million five-year revolving credit facility, replacing $100 million line

Neutral Impact 3 of 5 financing Written later

Artisan Partners Holdings LP entered a $150 million five-year revolving credit agreement with Bank of America as administrative agent, maturing September 23, 2031, and terminated its prior $100 million facility. No borrowings were outstanding under either facility, so the change adds available credit rather than new debt.

Key points

  • New $150 million revolving facility dated September 23, 2026, with commitments increasable up to $225 million
  • Matures September 23, 2031; replaces $100 million facility dated August 16, 2022, which was set to mature August 16, 2027
  • Borrowings priced at Term SOFR plus 1.25% to 2.00%, depending on leverage ratio; covenants cap leverage at 3.00 to 1.00 and require interest coverage of at least 4.00 to 1.00
  • No outstanding borrowings under the new credit agreement as of the filing date

The filing

CompanyArtisan Partners Asset Management (APAM)
Form8-K, current report
Filed with the SECSep 25, 2026, 4:15 PM ET
Accession number0001517302-26-000124

Items reported: 1.01 Material Definitive Agreement1.02 Termination of Material Agreement2.03 New Direct Financial Obligation

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:49 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on September 25, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.