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

FirmCRDPrevious reported AUM (USD)Latest reported AUM (USD)Change (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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Sources