Artisan Partners Asset Management Inc. — Form 8-K
Filed September 25, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 28/100
What the filing says
On September 23, 2026, Artisan Partners Holdings LP (borrower) entered into a new syndicated credit agreement providing $150 million in aggregate commitments (Aggregate Commitments). The facility includes a revolving credit component with a $10 million letter of credit sublimit and matures on September 23, 2031 (5-year term). Bank of America serves as administrative agent and L/C issuer; Citibank and Royal Bank of Canada are co-syndication and joint lead arrangers. The agreement replaces the prior Existing Credit Agreement dated August 16, 2022. Pricing is based on a tiered leverage ratio structure ranging from 1.25%-2.00% (Term SOFR loans) depending on consolidated leverage. The facility refinances and consolidates the company's prior revolving credit arrangement.
Why this rating
Routine refinancing of maturing credit facility at same size ($150M). No material change in terms, size, or strategic direction for $2.8B market cap company. Standard boilerplate syndicated lending documentation.
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