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··3 min read

Reported AUM: before and after

59firms with verified AUM changes

Previous reportLatest report

IFM INVESTORS PTY LTD
$152.93B$202.97B
LIGHTHOUSE INVESTMENT PARTNERS, LLC
$87.38B$107.45B
PACIFIC ASSET MANAGEMENT
$12.88B$20.69B
ASHMORE INVESTMENT MANAGEMENT LTD
$40.90B$47.36B

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

FirmEarlier reported regulatory AUMEarlier filingLatest reported regulatory AUMLatest filingReported difference
IFM Investors Pty Ltd.$152.9BAugust 27, 2026$203.0BSeptember 28, 2026$50.0B
Lighthouse Investment Partners, LLC$87.4BAugust 27, 2026$107.4BSeptember 28, 2026$20.1B
Pacific Asset Management$12.9BSeptember 25, 2025$20.7BSeptember 28, 2026$7.8B
Ashmore Investment Management Ltd.$40.9BAugust 19, 2026$47.4BSeptember 28, 2026$6.5B

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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.

FirmCRDPrevious reported AUM (USD)Latest reported AUM (USD)Change (USD)Change (%)Previous filingLatest filingObserved
Alaethes Wealth, LLC304920526,430,850 USD513,180,429 USD-13,250,421 USD-2.52%09/15/202609/28/202609/29/2026
Align Financial Solutions32994522,360,000 USD25,060,279 USD2,700,279 USD+12.08%06/05/202609/28/202609/29/2026
Ashmore Investment Advisors Limited1703031,940,633,902 USD1,508,271,708 USD-432,362,194 USD-22.28%08/19/202609/28/202609/29/2026
Ashmore Investment Management Ltd.11255140,899,766,868 USD47,356,067,027 USD6,456,300,159 USD+15.79%08/19/202609/28/202609/29/2026
Bespoke Capital Advisors, Inc.3316474,200,000 USD4,644,089 USD444,089 USD+10.57%07/21/202609/28/202609/29/2026
Caledonia (Private) Investments Pty Limited16133110,231,282,154 USD5,250,042,809 USD-4,981,239,345 USD-48.69%09/26/202509/28/202609/29/2026
Capital Investment Advisors118269302,256,086 USD373,620,678 USD71,364,592 USD+23.61%06/11/202609/28/202609/29/2026
CF Private Equity, Inc.11065715,778,084,865 USD17,526,032,572 USD1,747,947,707 USD+11.08%07/16/202609/28/202609/29/2026
Colmina, LLC28919185,337,478 USD140,275,476 USD54,937,998 USD+64.38%01/30/202609/28/202609/29/2026
Commonfund Ocio, Inc.11068922,659,256,220 USD23,944,643,093 USD1,285,386,873 USD+5.67%12/22/202509/28/202609/29/2026
Credit Union Investment Services144871110,960 USD93,575,488 USD93,464,528 USD+84232.63%05/18/202609/28/202609/29/2026
Del Monte Capital, Inc.300894250,000 USD350,000 USD100,000 USD+40.00%01/06/202609/28/202609/29/2026
Epoch Capital, US315254366,074,037 USD978,536,152 USD612,462,115 USD+167.31%06/08/202609/28/202609/29/2026
Fama Fiduciary Wealth LLC12562799,876,488 USD119,033,461 USD19,156,973 USD+19.18%08/14/202609/28/202609/29/2026
Ferris Financial Services, L.L.C.33089029,205,796 USD31,943,905 USD2,738,109 USD+9.38%02/16/202609/28/202609/29/2026
Figa Capital Management Llc.32658932,997,770 USD34,693,128 USD1,695,358 USD+5.14%09/15/202609/28/202609/29/2026
Ifm Investors (US) Advisor, LLC14636640,233,548,639 USD44,155,180,785 USD3,921,632,146 USD+9.75%12/09/202509/28/202609/29/2026
Ifm Investors Pty Ltd.162754152,928,228,988 USD202,970,534,588 USD50,042,305,600 USD+32.72%08/27/202609/28/202609/29/2026
Investcorp Credit Management US LLC16514011,513,172,178 USD12,009,012,893 USD495,840,715 USD+4.31%10/27/202509/28/202609/29/2026
Investcorp Investment Advisers LLC1377905,527,976,271 USD6,188,097,015 USD660,120,744 USD+11.94%09/29/202509/28/202609/29/2026
Investcorp Investment Solutions LLC3149252,786,000,000 USD4,724,000,000 USD1,938,000,000 USD+69.56%09/29/202509/28/202609/29/2026
Isam Funds (USA) LLC3079342,627,092,412 USD5,953,719,510 USD3,326,627,098 USD+126.63%08/10/202609/28/202609/29/2026
Ivyrock Asset Management (HK) Limited2861741,140,562,125 USD1,212,280,609 USD71,718,484 USD+6.29%09/25/202509/28/202609/29/2026
J K R & Company, Inc.8040136,316,266 USD152,415,717 USD16,099,451 USD+11.81%05/26/202609/28/202609/29/2026
Jacobs & Company10913329,215,999 USD33,431,292 USD4,215,293 USD+14.43%12/03/202409/28/202609/29/2026

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