Artisan Partners Asset Management Inc (APAM) — Strategic Asset Allocation Index

Latest as of June 2026: 77.9%

Artisan Partners Asset Management Inc (APAM) has a Strategic Asset Allocation Index of 77.9% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $429.46 Million) total $429.46 Million, measured against net assets of $551.40 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Artisan Partners Asset Management Inc (APAM) balance sheet quality index to measure how much of total assets are equity-financed.

SAAI

77.9%
Strategic Assets / Net Assets

Strategic Assets

$429.46 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$551.40 Million
USD

Artisan Partners Asset Management Inc Strategic Asset Allocation Index (2013–2025)

This chart shows how Artisan Partners Asset Management Inc's Strategic Asset Allocation Index has evolved across 13 annual periods from 2013 to 2025. As of June 2026, the index stands at 77.9%, representing strategic assets of $429.46 Million against net assets of $551.40 Million USD. For live market cap and overall valuation, see how much is Artisan Partners Asset Management Inc worth.

Annual Strategic Asset Allocation Index for Artisan Partners Asset Management Inc (2013–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Artisan Partners Asset Management Inc from 2013 to 2025, covering 13 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See APAM net assets for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 81.6% $638.28 Million $- $638.28 Million $782.42 Million ▼ -7.9 pp
2024 89.5% $670.93 Million $- $670.93 Million $749.92 Million ▲ +4.2 pp
2023 85.2% $514.62 Million $- $514.62 Million $603.76 Million ▼ -60.2 pp
2022 145.5% $603.21 Million $149.51 Million $453.70 Million $414.64 Million ▲ +27.6 pp
2021 117.8% $348.80 Million $88.60 Million $260.20 Million $296.00 Million ▲ +97.1 pp
2020 20.7% $39.53 Million $35.87 Million $3.66 Million $191.00 Million ▼ -25.1 pp
2019 45.8% $63.37 Million $39.49 Million $23.88 Million $138.50 Million ▲ +18.7 pp
2018 27.0% $47.25 Million $29.14 Million $18.11 Million $174.84 Million ▲ +3.0 pp
2017 24.1% $26.00 Million $21.02 Million $4.98 Million $108.10 Million ▲ +1.7 pp
2016 22.4% $26.32 Million $20.02 Million $6.30 Million $117.70 Million ▼ -1.9 pp
2015 24.3% $28.29 Million $18.00 Million $10.29 Million $116.60 Million ▲ +2.6 pp
2014 21.7% $23.31 Million $16.59 Million $6.71 Million $107.50 Million ▲ +9.2 pp
2013 12.5% $16.56 Million $8.76 Million $7.80 Million $132.30 Million
pp = percentage points