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 26–50 of 59. The CSV contains the complete table.

FirmCRDPrevious reported AUM (USD)Latest reported AUM (USD)Change (USD)Change (%)Previous filingLatest filingObserved
Jlens331778183,252,875 USD286,230,148 USD102,977,273 USD+56.19%10/16/202509/28/202609/29/2026
King River Capital Management Pty Ltd.317361443,988,007 USD440,760,411 USD-3,227,596 USD-0.73%03/18/202609/28/202609/29/2026
Lighthouse Investment Partners, LLC13659187,376,978,835 USD107,448,844,286 USD20,071,865,451 USD+22.97%08/27/202609/28/202609/29/2026
Marquette Wealth Management282482871,610,911 USD1,067,558,917 USD195,948,006 USD+22.48%03/31/202609/28/202609/29/2026
Monticello Financial Advisors3228902,848,880 USD4,226,655 USD1,377,775 USD+48.36%05/08/202609/28/202609/29/2026
Navellier & Associates Inc.1075681,101,937,000 USD1,310,001,115 USD208,064,115 USD+18.88%05/11/202609/28/202609/29/2026
Noble Wealth Management P.B.C.322607400,459,976 USD444,054,898 USD43,594,922 USD+10.89%02/25/202609/28/202609/29/2026
Norton Capital Management, Inc.110398136,565,435 USD131,929,934 USD-4,635,501 USD-3.39%09/19/202509/28/202609/29/2026
Old Bridge Wealth, Inc.332180143,650,051 USD150,593,187 USD6,943,136 USD+4.83%09/23/202509/28/202609/29/2026
Pacific Asset Management30506612,880,793,087 USD20,685,630,632 USD7,804,837,545 USD+60.59%09/25/202509/28/202609/29/2026
Park Square Capital USA LP33857318,895,427,062 USD21,108,322,576 USD2,212,895,514 USD+11.71%03/30/202609/28/202609/29/2026
Pear Tree Advisors, Inc.1045763,089,429,330 USD2,584,388,474 USD-505,040,856 USD-16.35%09/25/202509/28/202609/29/2026
Pegasus Capital Advisors, L.P.157094343,378,522 USD315,484,498 USD-27,894,024 USD-8.12%07/10/202609/28/202609/29/2026
Plain Talk Financial Planning, LLC3328411,068,463 USD1,356,110 USD287,647 USD+26.92%03/08/202609/28/202609/29/2026
Plante Moran Financial Advisors11215825,117,897,108 USD26,927,161,703 USD1,809,264,595 USD+7.20%07/29/202609/28/202609/29/2026
Plante Moran Real Estate Investment Advisors323718242,775,849 USD261,345,232 USD18,569,383 USD+7.65%09/25/202509/28/202609/29/2026
Pring Turner110931262,131,675 USD296,933,050 USD34,801,375 USD+13.28%09/26/202509/28/202609/29/2026
Qic Investments No. 1 Pty Ltd.1607325,483,339,551 USD5,611,857,972 USD128,518,421 USD+2.34%06/09/202609/28/202609/29/2026
Quint Capital Management26586162,105,666 USD875,000,000 USD712,894,334 USD+439.77%05/04/202609/28/202609/29/2026
Resolution Capital (US) Limited2981092,282,927,649 USD1,982,620,261 USD-300,307,388 USD-13.15%09/23/202509/28/202609/29/2026
Resolution Capital Limited1424099,388,819,998 USD8,403,725,183 USD-985,094,815 USD-10.49%09/25/202509/28/202609/29/2026
Saturna Capital Corporation255868,624,828,208 USD10,480,581,588 USD1,855,753,380 USD+21.52%02/27/202609/28/202609/29/2026
Seva Funds, LLC3350101,200,000 USD67,200,000 USD66,000,000 USD+5500.00%05/20/202609/28/202609/29/2026
Signature Equity Partners, LLC327455330,621,622 USD688,096,957 USD357,475,335 USD+108.12%03/12/202609/28/202609/29/2026
South Cove Financial, LLC284554145,000,000 USD168,400,000 USD23,400,000 USD+16.14%09/02/202609/28/202609/29/2026

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