AUM CHANGES
IFM Investors reported $203.0B in reported regulatory AUM; 59 firms compared September 29
IFM Investors Pty Ltd.'s latest filing listed $203.0B in reported regulatory AUM, versus $152.9B in an earlier filing. The 59-firm comparisons were observed September 29, 2026.
By Maya Chen·Edition ·3 min read
59firms with verified AUM changes
Previous reportLatest report
- IFM INVESTORS PTY LTD
- LIGHTHOUSE INVESTMENT PARTNERS, LLC
- PACIFIC ASSET MANAGEMENT
- ASHMORE INVESTMENT MANAGEMENT LTD
Bars are scaled within each firm. Selected largest dollar changes · all qualifying firms in the article table. Reported differences do not measure asset flows.
Fifty-nine firms had exact reported regulatory AUM comparisons observed on September 29, 2026. Ifm Investors Pty Ltd. reported $203.0B in its latest filing, dated September 28, compared with $152.9B in its earlier filing, dated August 27. The reported difference was $50.0B. These are reported regulatory AUM figures, not necessarily each firm's total AUM.
The observation date and filing dates describe different things: the comparisons were observed September 29, while the cited filings have their own dates. The figures compare amounts reported in the latest and earlier filings; they do not measure asset flows on the observation date. The selected examples below show both increases and a decrease among the records.
Other reported increases
Lighthouse Investment Partners, LLC listed $107.4B in reported regulatory AUM in its September 28 filing, compared with $87.4B in an August 27 filing. The reported difference was $20.1B. Pacific Asset Management’s latest filing, also dated September 28, listed $20.7B, versus $12.9B in its September 25, 2025 filing; its reported difference was $7.8B. The earlier filing dates differ, so these comparisons do not represent a common filing interval.
Ashmore Investment Management Ltd. reported $47.4B in its September 28 filing, compared with $40.9B in an earlier filing dated August 19. The difference between those reported amounts was $6.5B. Together, these examples show why the filing dates matter when reading the reported comparisons: Lighthouse and Ashmore have different earlier filing dates, while Pacific’s earlier filing was from the prior year.
A reported decline and a similarly named firm
Caledonia (Private) Investments Pty Limited’s September 28 filing listed $5.3B in reported regulatory AUM, down from $10.2B in its September 26, 2025 filing. The reported difference was -$5.0B. The filings establish a difference between reported amounts, but do not explain its cause or establish asset flows.
Ifm Investors (US) Advisor, LLC reported $44.2B in its latest filing, dated September 28, compared with $40.2B in an earlier filing dated December 9, 2025. Its reported difference was $3.9B. The shared IFM wording in the two firm names does not, on its own, establish an affiliated network or common control.
Selected reported regulatory AUM comparisons
| Firm | Earlier reported regulatory AUM | Earlier filing | Latest reported regulatory AUM | Latest filing | Reported difference |
|---|---|---|---|---|---|
| IFM Investors Pty Ltd. | $152.9B | August 27, 2026 | $203.0B | September 28, 2026 | $50.0B |
| Lighthouse Investment Partners, LLC | $87.4B | August 27, 2026 | $107.4B | September 28, 2026 | $20.1B |
| Pacific Asset Management | $12.9B | September 25, 2025 | $20.7B | September 28, 2026 | $7.8B |
| Ashmore Investment Management Ltd. | $40.9B | August 19, 2026 | $47.4B | September 28, 2026 | $6.5B |
All firms with verified reported AUM changes
Complete qualifying firm list for observations Sep 29, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows. 2 comparisons without two exact reported amounts are excluded.
Showing rows 1–25 of 59. The CSV contains the complete table.
| Firm | CRD | Previous reported AUM (USD) | Latest reported AUM (USD) | Change (USD) | Change (%) | Previous filing | Latest filing | Observed |
|---|---|---|---|---|---|---|---|---|
| Alaethes Wealth, LLC | 304920 | 526,430,850 USD | 513,180,429 USD | -13,250,421 USD | -2.52% | 09/15/2026 | 09/28/2026 | 09/29/2026 |
| Align Financial Solutions | 329945 | 22,360,000 USD | 25,060,279 USD | 2,700,279 USD | +12.08% | 06/05/2026 | 09/28/2026 | 09/29/2026 |
| Ashmore Investment Advisors Limited | 170303 | 1,940,633,902 USD | 1,508,271,708 USD | -432,362,194 USD | -22.28% | 08/19/2026 | 09/28/2026 | 09/29/2026 |
| Ashmore Investment Management Ltd. | 112551 | 40,899,766,868 USD | 47,356,067,027 USD | 6,456,300,159 USD | +15.79% | 08/19/2026 | 09/28/2026 | 09/29/2026 |
| Bespoke Capital Advisors, Inc. | 331647 | 4,200,000 USD | 4,644,089 USD | 444,089 USD | +10.57% | 07/21/2026 | 09/28/2026 | 09/29/2026 |
| Caledonia (Private) Investments Pty Limited | 161331 | 10,231,282,154 USD | 5,250,042,809 USD | -4,981,239,345 USD | -48.69% | 09/26/2025 | 09/28/2026 | 09/29/2026 |
| Capital Investment Advisors | 118269 | 302,256,086 USD | 373,620,678 USD | 71,364,592 USD | +23.61% | 06/11/2026 | 09/28/2026 | 09/29/2026 |
| CF Private Equity, Inc. | 110657 | 15,778,084,865 USD | 17,526,032,572 USD | 1,747,947,707 USD | +11.08% | 07/16/2026 | 09/28/2026 | 09/29/2026 |
| Colmina, LLC | 289191 | 85,337,478 USD | 140,275,476 USD | 54,937,998 USD | +64.38% | 01/30/2026 | 09/28/2026 | 09/29/2026 |
| Commonfund Ocio, Inc. | 110689 | 22,659,256,220 USD | 23,944,643,093 USD | 1,285,386,873 USD | +5.67% | 12/22/2025 | 09/28/2026 | 09/29/2026 |
| Credit Union Investment Services | 144871 | 110,960 USD | 93,575,488 USD | 93,464,528 USD | +84232.63% | 05/18/2026 | 09/28/2026 | 09/29/2026 |
| Del Monte Capital, Inc. | 300894 | 250,000 USD | 350,000 USD | 100,000 USD | +40.00% | 01/06/2026 | 09/28/2026 | 09/29/2026 |
| Epoch Capital, US | 315254 | 366,074,037 USD | 978,536,152 USD | 612,462,115 USD | +167.31% | 06/08/2026 | 09/28/2026 | 09/29/2026 |
| Fama Fiduciary Wealth LLC | 125627 | 99,876,488 USD | 119,033,461 USD | 19,156,973 USD | +19.18% | 08/14/2026 | 09/28/2026 | 09/29/2026 |
| Ferris Financial Services, L.L.C. | 330890 | 29,205,796 USD | 31,943,905 USD | 2,738,109 USD | +9.38% | 02/16/2026 | 09/28/2026 | 09/29/2026 |
| Figa Capital Management Llc. | 326589 | 32,997,770 USD | 34,693,128 USD | 1,695,358 USD | +5.14% | 09/15/2026 | 09/28/2026 | 09/29/2026 |
| Ifm Investors (US) Advisor, LLC | 146366 | 40,233,548,639 USD | 44,155,180,785 USD | 3,921,632,146 USD | +9.75% | 12/09/2025 | 09/28/2026 | 09/29/2026 |
| Ifm Investors Pty Ltd. | 162754 | 152,928,228,988 USD | 202,970,534,588 USD | 50,042,305,600 USD | +32.72% | 08/27/2026 | 09/28/2026 | 09/29/2026 |
| Investcorp Credit Management US LLC | 165140 | 11,513,172,178 USD | 12,009,012,893 USD | 495,840,715 USD | +4.31% | 10/27/2025 | 09/28/2026 | 09/29/2026 |
| Investcorp Investment Advisers LLC | 137790 | 5,527,976,271 USD | 6,188,097,015 USD | 660,120,744 USD | +11.94% | 09/29/2025 | 09/28/2026 | 09/29/2026 |
| Investcorp Investment Solutions LLC | 314925 | 2,786,000,000 USD | 4,724,000,000 USD | 1,938,000,000 USD | +69.56% | 09/29/2025 | 09/28/2026 | 09/29/2026 |
| Isam Funds (USA) LLC | 307934 | 2,627,092,412 USD | 5,953,719,510 USD | 3,326,627,098 USD | +126.63% | 08/10/2026 | 09/28/2026 | 09/29/2026 |
| Ivyrock Asset Management (HK) Limited | 286174 | 1,140,562,125 USD | 1,212,280,609 USD | 71,718,484 USD | +6.29% | 09/25/2025 | 09/28/2026 | 09/29/2026 |
| J K R & Company, Inc. | 8040 | 136,316,266 USD | 152,415,717 USD | 16,099,451 USD | +11.81% | 05/26/2026 | 09/28/2026 | 09/29/2026 |
| Jacobs & Company | 109133 | 29,215,999 USD | 33,431,292 USD | 4,215,293 USD | +14.43% | 12/03/2024 | 09/28/2026 | 09/29/2026 |