Belle Haven reports $24.7B in regulatory AUM; 14 firms show changes

Belle Haven Investments, L.P. reported $24.7B in regulatory AUM in its filing dated October 5, 2026, compared with $24.5B in its filing dated October 2. The difference is between amounts reported in the filings, not evidence of asset flows during the period. Comparable reported-AUM differences for 14 firms were observed on October 6; that observation date does not mean the firms filed on that date.

Scsc Advisors, LLC reported $158.0M in regulatory AUM in its filing dated October 5; its filing dated July 31 listed $0. Kai Wealth LLC reported $407.7M, compared with $275.2M in its filing dated April 2. These are differences between the amounts reported in each firm's latest and earlier filings, not measures of asset movements.

Vision Wealth Advisors, LLC reported $104.6M in regulatory AUM in its filing dated October 5, up from $81.5M in its filing dated April 22. Farmers Asset Management, LLC reported $7,652,089 in its filing dated October 5; its filing dated July 22 did not report an amount. The earlier filing's missing amount is not a reported zero.

Wisco Investment Management LLC reported $99.4M in regulatory AUM in its filing dated October 5, compared with $92.3M in its filing dated February 26. The reported figures are regulatory AUM from Form ADV, not necessarily each firm's total AUM.

All firms with verified reported regulatory AUM changes

Complete qualifying firm list for observations Oct 6, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows. 2 comparisons without two exact reported amounts are excluded.