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 26–50 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |