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 51–59 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |