Artisan Partners Asset Management (APAM) Invested Capital (2012 - 2026)
Artisan Partners Asset Management (APAM) reported Invested Capital of $578.2 million for Q1 2026, down 2.67% year-over-year from $594.1 million in Q1 2025, and down 7.92% quarter-over-quarter from $628.0 million in Q4 2025.
Artisan Partners Asset Management (APAM) Invested Capital (2012 - 2026) Analysis & Trends
Artisan Partners Asset Management (APAM) has 15 years of Invested Capital data on file, last reported at $578.2 million in Q1 2026.
- Invested Capital for Q1 2026 came in at $578.2 million, down 2.67% year-over-year; the trailing twelve-month figure through Mar 2026 was $578.2 million (down 2.67% YoY), and the FY2025 annual result was $628.0 million, up 1.05% from the prior year.
- Invested Capital eased to $578.2 million in Q1 2026 per APAM's latest filing, from $628.0 million in the prior quarter.
- Over five years, Invested Capital peaked at $628.0 million in Q4 2025 and troughed at $442.9 million in Q2 2022.
- A 5-year average of $543.9 million and a median of $553.1 million in 2024 frame the typical range for Invested Capital.
- The sharpest annual moves came in 2022 and 2024: Invested Capital fell 3.46% in 2022, then climbed 15.67% in 2024.
- A 5-year view of Invested Capital shows it stood at $478.4 million in 2022, then advanced by 15.09% to $550.6 million in 2023, then rose by 12.86% to $621.4 million in 2024, then increased by 1.05% to $628.0 million in 2025, then retreated by 7.92% to $578.2 million in 2026.
- Business Quant data shows APAM's Invested Capital at $578.2 million in Q1 2026, $628.0 million in Q4 2025, and $591.2 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 160.20 Bn | 150.57 Bn | - | 69.22 Bn |
| 2 | Blackstone | 96.40 Bn | 95.35 Bn | - | 8.37 Bn |
| 3 | Kkr | 85.87 Bn | 133.39 Bn | - | 30.50 Bn |
| 4 | Apollo Global Management | 79.90 Bn | 98.63 Bn | 5.04 Bn | 53.75 Bn |
| 5 | State Street | 46.62 Bn | 20.95 Bn | - | - |
| 6 | Ameriprise Financial | 42.78 Bn | 42.65 Bn | 4.57 Bn | 8.75 Bn |
| 7 | Northern Trust | 32.35 Bn | 32.35 Bn | - | 12.99 Bn |
| 8 | Ares Management | 30.25 Bn | 33.62 Bn | - | 12.75 Bn |
| 9 | Raymond James Financial | 30.24 Bn | 18.99 Bn | - | 12.57 Bn |
| 10 | Artisan Partners Asset Management | 2.38 Bn | 2.46 Bn | 295.53 Mn | 578.23 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 578.23 Mn |
| Dec 31, 2025 | 627.97 Mn |
| Sep 30, 2025 | 591.20 Mn |
| Jun 30, 2025 | 618.59 Mn |
| Mar 31, 2025 | 594.12 Mn |
| Dec 31, 2024 | 621.43 Mn |
| Sep 30, 2024 | 604.42 Mn |
| Jun 30, 2024 | 571.05 Mn |
| Mar 31, 2024 | 553.09 Mn |
| Dec 31, 2023 | 550.62 Mn |
| Sep 30, 2023 | 522.55 Mn |
| Jun 30, 2023 | 505.87 Mn |
| Mar 31, 2023 | 480.32 Mn |
| Dec 31, 2022 | 478.41 Mn |
| Sep 30, 2022 | 454.12 Mn |
| Jun 30, 2022 | 442.85 Mn |
| Mar 31, 2022 | 451.39 Mn |
| Dec 31, 2021 | 495.41 Mn |
| Sep 30, 2021 | 470.37 Mn |
| Jun 30, 2021 | 439.84 Mn |