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 51–59 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 |
|---|---|---|---|---|---|---|---|---|
| Spider Management Company, LLC | 149343 | 6,413,329,387 USD | 8,107,468,683 USD | 1,694,139,296 USD | +26.42% | 09/26/2025 | 09/28/2026 | 09/29/2026 |
| Stephen R Williams Investment Advisor LLC | 127516 | 9,000,000 USD | 11,000,000 USD | 2,000,000 USD | +22.22% | 12/02/2021 | 09/28/2026 | 09/29/2026 |
| Taylor Stephens, Inc. | 110055 | 39,211,906 USD | 41,194,510 USD | 1,982,604 USD | +5.06% | 09/21/2025 | 09/28/2026 | 09/29/2026 |
| The Pacific Center for Financial Services | 104557 | 960,563,329 USD | 1,097,003,444 USD | 136,440,115 USD | +14.20% | 06/01/2026 | 09/28/2026 | 09/29/2026 |
| The Retirement Smith LLC | 312623 | 18,199,322 USD | 39,370,000 USD | 21,170,678 USD | +116.33% | 08/12/2026 | 09/28/2026 | 09/29/2026 |
| Van Berkom and Associates Inc. | 128221 | 3,798,603,399 USD | 3,423,488,807 USD | -375,114,592 USD | -9.88% | 05/25/2026 | 09/28/2026 | 09/29/2026 |
| Vance Financial Planning | 339416 | 0 USD | 23,144,240 USD | 23,144,240 USD | Not applicable (previous AUM zero) | 09/22/2026 | 09/28/2026 | 09/29/2026 |
| Wealth Dimensions Family Office, Inc. | 266787 | 625,928,679 USD | 716,339,181 USD | 90,410,502 USD | +14.44% | 07/30/2026 | 09/28/2026 | 09/29/2026 |
| Wellspring Investing | 338370 | 11,447,024 USD | 12,296,747 USD | 849,723 USD | +7.42% | 07/02/2026 | 09/28/2026 | 09/29/2026 |