AUM CHANGES
IFM Investors reports $203.0B in regulatory AUM; 59 firms show filing differences
IFM Investors Pty Ltd.'s September 28, 2026, filing listed $203.0B in regulatory AUM, compared with $152.9B in its August 27 filing. The 59-firm comparisons were observed September 29.
By Maya Chen·Edition ·2 min read
59firms with verified reported regulatory 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.
Ifm Investors Pty Ltd. reported $203.0B in regulatory AUM in a filing dated September 28, 2026, compared with $152.9B in its August 27 filing. The reported difference was $50.0B. The firm was among 59 firms with exact reported regulatory AUM comparisons observed September 29.
These are reported regulatory AUM figures, not necessarily each firm's total AUM. Differences between filings do not measure asset flows, and the filings do not tell us why the reported amounts differ. Filing dates also vary, so the comparisons do not cover a common interval.
Other reported increases among the selected comparisons include Lighthouse Investment Partners, LLC, which listed $107.4B in its September 28 filing, versus $87.4B in an August 27 filing. Its reported difference was $20.1B. Pacific Asset Management listed $20.7B in a September 28, 2026, filing, compared with $12.9B in a September 25, 2025, filing; its reported difference was $7.8B. Ashmore Investment Management Ltd. reported $47.4B in a September 28 filing, compared with $40.9B in an August 19 filing, a reported difference of $6.5B.
Caledonia (Private) Investments Pty Limited reported $5.3B in its September 28 filing, compared with $10.2B in a September 26, 2025, filing. The reported difference was -$5.0B. The filings show different reported amounts but do not explain the reason.
Ifm Investors (US) Advisor, LLC reported $44.2B in a September 28 filing, compared with $40.2B in a December 9, 2025, filing; 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 regulatory 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 regulatory AUM (USD) | Latest reported regulatory AUM (USD) | Change in reported regulatory AUM (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 |