REGULATORY AUM
Coolabah Capital Institutional Investments Pty Limited reported $13.9B in regulatory AUM; 20 firms had filing differences
A comparison observed September 23, 2026, identified 20 firms with reported regulatory AUM differences. Coolabah’s latest filing listed $13.9B, compared with $9.8B in an earlier filing.
By Maya Chen·Edition ·3 min read
20firms with verified AUM changes
Previous reportLatest report
- COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED
- CROWNSTONE ADVISORY & INVESTMENT CORP
- BRAIDWELL LP
- RANGE ADVISORY, LLC
Selected largest dollar changes · all qualifying firms in the article table. Reported differences do not measure asset flows.
Twenty firms had exact reported regulatory AUM differences in the comparison observed September 23, 2026. Among the detailed examples, Coolabah Capital Institutional Investments Pty Limited listed $13.9B in its latest filing, dated September 22, 2026, compared with $9.8B in a filing dated September 29, 2025. The difference between those reported amounts was $4.1B.
The comparison date is not an asset-movement date
September 23 is the date the comparisons were observed. It is separate from the filing dates, which vary among firms, and does not establish when any difference in reported AUM occurred. The figures compare regulatory AUM amounts in earlier and latest reports; they do not measure asset flows during the observation day or explain why the reported amounts differ.
The examples include a zero earlier amount and a decrease
Crownstone Advisory & Investment Corp. listed $0 in its May 27, 2026, filing and $3.0B in its September 22, 2026, filing. The earlier report provides no starting amount against which to calculate a percentage. Braidwell LP’s filings show a different direction: its September 22 report listed $3.6B, compared with $5.0B in its March 31 report. These are differences between amounts reported in the specified filings, not evidence of particular asset movements or their causes.
Other filing pairs show reported increases
Range Advisory, LLC listed $1.7B in its September 22, 2026, filing, compared with $653.9M in a July 17 filing. Atlas Infrastructure’s September 22 filing listed $2.3B, compared with $1.9B in its April 14 filing. The comparison for Future Capital is between $2.4B in its September 22 filing and $2.0B in a July 20 filing. Each pair reflects the amounts in those two reports, not a measurement of assets moving between their filing dates.
Together, the named examples include reported amounts that increased, one that decreased, and Crownstone’s earlier reported amount of zero. They are six examples from the 20-firm comparison, not the complete set of firms. The observation date applies to the comparison as a whole; it does not make the filing dates asset-valuation dates.
| Firm | Earlier reported regulatory AUM | Latest reported regulatory AUM | Earlier filing | Latest filing |
|---|---|---|---|---|
| Coolabah Capital Institutional Investments Pty Limited | $9.8B | $13.9B | 09/29/2025 | 09/22/2026 |
| Crownstone Advisory & Investment Corp. | $0 | $3.0B | 05/27/2026 | 09/22/2026 |
| Braidwell LP | $5.0B | $3.6B | 03/31/2026 | 09/22/2026 |
| Range Advisory, LLC | $653.9M | $1.7B | 07/17/2026 | 09/22/2026 |
| Atlas Infrastructure | $1.9B | $2.3B | 04/14/2026 | 09/22/2026 |
| Future Capital | $2.0B | $2.4B | 07/20/2026 | 09/22/2026 |
All firms with verified reported AUM changes
Complete qualifying firm list for observations Sep 23, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows.
Showing the first 10 of 20 rows.
| Firm | CRD | Previous reported AUM (USD) | Latest reported AUM (USD) | Change (USD) | Change (%) | Previous filing | Latest filing | Observed |
|---|---|---|---|---|---|---|---|---|
| 212 Wealth Management Group, LLC | 338980 | 0 USD | 24,300,000 USD | 24,300,000 USD | Not applicable (previous AUM zero) | 06/07/2026 | 09/22/2026 | 09/23/2026 |
| Atlas Infrastructure | 288560 | 1,882,988,257 USD | 2,341,722,658 USD | 458,734,401 USD | +24.36% | 04/14/2026 | 09/22/2026 | 09/23/2026 |
| Braidwell LP | 316988 | 4,984,953,442 USD | 3,632,464,658 USD | -1,352,488,784 USD | -27.13% | 03/31/2026 | 09/22/2026 | 09/23/2026 |
| Castle Capital Management | 343211 | 0 USD | 4,126,403 USD | 4,126,403 USD | Not applicable (previous AUM zero) | 09/11/2026 | 09/22/2026 | 09/23/2026 |
| Concurrent Wealth Management | 293564 | 10,084,000 USD | 12,600,300 USD | 2,516,300 USD | +24.95% | 12/17/2025 | 09/22/2026 | 09/23/2026 |
| Coolabah Capital Institutional Investments Pty Limited | 308020 | 9,800,952,164 USD | 13,921,660,270 USD | 4,120,708,106 USD | +42.04% | 09/29/2025 | 09/22/2026 | 09/23/2026 |
| Crafted Wealth Management | 282090 | 62,060,034 USD | 81,188,265 USD | 19,128,231 USD | +30.82% | 03/30/2026 | 09/22/2026 | 09/23/2026 |
| Crownstone Advisory & Investment Corp. | 339959 | 0 USD | 3,000,000,000 USD | 3,000,000,000 USD | Not applicable (previous AUM zero) | 05/27/2026 | 09/22/2026 | 09/23/2026 |
| EAGLE'S Crest Advisors, LLC | 335252 | 65,336,093 USD | 125,918,243 USD | 60,582,150 USD | +92.72% | 06/30/2026 | 09/22/2026 | 09/23/2026 |
| Future Capital | 119081 | 2,015,819,389 USD | 2,420,474,566 USD | 404,655,177 USD | +20.07% | 07/20/2026 | 09/22/2026 | 09/23/2026 |