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 26–50 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 |
|---|---|---|---|---|---|---|---|---|
| Jlens | 331778 | 183,252,875 USD | 286,230,148 USD | 102,977,273 USD | +56.19% | 10/16/2025 | 09/28/2026 | 09/29/2026 |
| King River Capital Management Pty Ltd. | 317361 | 443,988,007 USD | 440,760,411 USD | -3,227,596 USD | -0.73% | 03/18/2026 | 09/28/2026 | 09/29/2026 |
| Lighthouse Investment Partners, LLC | 136591 | 87,376,978,835 USD | 107,448,844,286 USD | 20,071,865,451 USD | +22.97% | 08/27/2026 | 09/28/2026 | 09/29/2026 |
| Marquette Wealth Management | 282482 | 871,610,911 USD | 1,067,558,917 USD | 195,948,006 USD | +22.48% | 03/31/2026 | 09/28/2026 | 09/29/2026 |
| Monticello Financial Advisors | 322890 | 2,848,880 USD | 4,226,655 USD | 1,377,775 USD | +48.36% | 05/08/2026 | 09/28/2026 | 09/29/2026 |
| Navellier & Associates Inc. | 107568 | 1,101,937,000 USD | 1,310,001,115 USD | 208,064,115 USD | +18.88% | 05/11/2026 | 09/28/2026 | 09/29/2026 |
| Noble Wealth Management P.B.C. | 322607 | 400,459,976 USD | 444,054,898 USD | 43,594,922 USD | +10.89% | 02/25/2026 | 09/28/2026 | 09/29/2026 |
| Norton Capital Management, Inc. | 110398 | 136,565,435 USD | 131,929,934 USD | -4,635,501 USD | -3.39% | 09/19/2025 | 09/28/2026 | 09/29/2026 |
| Old Bridge Wealth, Inc. | 332180 | 143,650,051 USD | 150,593,187 USD | 6,943,136 USD | +4.83% | 09/23/2025 | 09/28/2026 | 09/29/2026 |
| Pacific Asset Management | 305066 | 12,880,793,087 USD | 20,685,630,632 USD | 7,804,837,545 USD | +60.59% | 09/25/2025 | 09/28/2026 | 09/29/2026 |
| Park Square Capital USA LP | 338573 | 18,895,427,062 USD | 21,108,322,576 USD | 2,212,895,514 USD | +11.71% | 03/30/2026 | 09/28/2026 | 09/29/2026 |
| Pear Tree Advisors, Inc. | 104576 | 3,089,429,330 USD | 2,584,388,474 USD | -505,040,856 USD | -16.35% | 09/25/2025 | 09/28/2026 | 09/29/2026 |
| Pegasus Capital Advisors, L.P. | 157094 | 343,378,522 USD | 315,484,498 USD | -27,894,024 USD | -8.12% | 07/10/2026 | 09/28/2026 | 09/29/2026 |
| Plain Talk Financial Planning, LLC | 332841 | 1,068,463 USD | 1,356,110 USD | 287,647 USD | +26.92% | 03/08/2026 | 09/28/2026 | 09/29/2026 |
| Plante Moran Financial Advisors | 112158 | 25,117,897,108 USD | 26,927,161,703 USD | 1,809,264,595 USD | +7.20% | 07/29/2026 | 09/28/2026 | 09/29/2026 |
| Plante Moran Real Estate Investment Advisors | 323718 | 242,775,849 USD | 261,345,232 USD | 18,569,383 USD | +7.65% | 09/25/2025 | 09/28/2026 | 09/29/2026 |
| Pring Turner | 110931 | 262,131,675 USD | 296,933,050 USD | 34,801,375 USD | +13.28% | 09/26/2025 | 09/28/2026 | 09/29/2026 |
| Qic Investments No. 1 Pty Ltd. | 160732 | 5,483,339,551 USD | 5,611,857,972 USD | 128,518,421 USD | +2.34% | 06/09/2026 | 09/28/2026 | 09/29/2026 |
| Quint Capital Management | 26586 | 162,105,666 USD | 875,000,000 USD | 712,894,334 USD | +439.77% | 05/04/2026 | 09/28/2026 | 09/29/2026 |
| Resolution Capital (US) Limited | 298109 | 2,282,927,649 USD | 1,982,620,261 USD | -300,307,388 USD | -13.15% | 09/23/2025 | 09/28/2026 | 09/29/2026 |
| Resolution Capital Limited | 142409 | 9,388,819,998 USD | 8,403,725,183 USD | -985,094,815 USD | -10.49% | 09/25/2025 | 09/28/2026 | 09/29/2026 |
| Saturna Capital Corporation | 25586 | 8,624,828,208 USD | 10,480,581,588 USD | 1,855,753,380 USD | +21.52% | 02/27/2026 | 09/28/2026 | 09/29/2026 |
| Seva Funds, LLC | 335010 | 1,200,000 USD | 67,200,000 USD | 66,000,000 USD | +5500.00% | 05/20/2026 | 09/28/2026 | 09/29/2026 |
| Signature Equity Partners, LLC | 327455 | 330,621,622 USD | 688,096,957 USD | 357,475,335 USD | +108.12% | 03/12/2026 | 09/28/2026 | 09/29/2026 |
| South Cove Financial, LLC | 284554 | 145,000,000 USD | 168,400,000 USD | 23,400,000 USD | +16.14% | 09/02/2026 | 09/28/2026 | 09/29/2026 |