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

Artisan Partners agrees to $50 million senior notes to repay August 2025 maturity

Neutral Impact 3 of 5 financing Written later

Artisan Partners Holdings LP agreed on June 3, 2025 to issue $50 million of Series G Senior Notes in a private placement expected to close August 15, 2025, subject to customary closing conditions. The company said it will use the proceeds to repay Series D senior notes maturing in August 2025. The filing also reports that all seven director nominees were elected and that shareholders approved executive compensation at the June 4, 2025 annual meeting.

Key points

  • Series G Senior Notes of $50 million bear 5.43% annual interest and mature August 16, 2030
  • Agreement sets a maximum leverage ratio of 3.00 to 1.00 and a minimum interest coverage ratio of 4.00 to 1.00
  • Notes must be offered for pre-payment after a change in control or if average quarterly AUM falls below $45 billion
  • All seven directors were elected; say-on-pay passed with 69,249,906 votes for and 1,543,569 against

The filing

CompanyArtisan Partners Asset Management (APAM)
Form8-K, current report
Filed with the SECJun 5, 2025, 4:21 PM ET
Accession number0001628280-25-029667

Items reported: 1.01 Material Definitive Agreement2.03 New Direct Financial Obligation5.07 Shareholder Vote Results

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:49 AM ET, from the text of the filing and its press-release exhibits 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 June 05, 2025.

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