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
DateValue
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