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··2 min read

Reported regulatory AUM: before and after

59firms with verified reported regulatory 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.

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

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 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 51–59 of 59. The CSV contains the complete table.

FirmCRDPrevious reported regulatory AUM (USD)Latest reported regulatory AUM (USD)Change in reported regulatory AUM (USD)Change (%)Previous filingLatest filingObserved
Spider Management Company, LLC1493436,413,329,387 USD8,107,468,683 USD1,694,139,296 USD+26.42%09/26/202509/28/202609/29/2026
Stephen R Williams Investment Advisor LLC1275169,000,000 USD11,000,000 USD2,000,000 USD+22.22%12/02/202109/28/202609/29/2026
Taylor Stephens, Inc.11005539,211,906 USD41,194,510 USD1,982,604 USD+5.06%09/21/202509/28/202609/29/2026
The Pacific Center for Financial Services104557960,563,329 USD1,097,003,444 USD136,440,115 USD+14.20%06/01/202609/28/202609/29/2026
The Retirement Smith LLC31262318,199,322 USD39,370,000 USD21,170,678 USD+116.33%08/12/202609/28/202609/29/2026
Van Berkom and Associates Inc.1282213,798,603,399 USD3,423,488,807 USD-375,114,592 USD-9.88%05/25/202609/28/202609/29/2026
Vance Financial Planning3394160 USD23,144,240 USD23,144,240 USDNot applicable (previous AUM zero)09/22/202609/28/202609/29/2026
Wealth Dimensions Family Office, Inc.266787625,928,679 USD716,339,181 USD90,410,502 USD+14.44%07/30/202609/28/202609/29/2026
Wellspring Investing33837011,447,024 USD12,296,747 USD849,723 USD+7.42%07/02/202609/28/202609/29/2026

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