Fintegrity reported $85.2M in regulatory AUM; 3 firms show changes

Fintegrity reported $85.2M in regulatory AUM in its latest Form ADV filing, dated October 11, 2026. An earlier filing, dated March 20, 2026, listed $65.3M. The comparison was observed on October 12, 2026; it describes different reported amounts, not asset flows on the observation date.

Ace Management reported $25.6M in regulatory AUM in its October 11, 2026, filing, compared with $13.5M in a filing dated June 25, 2024. The difference between those reported amounts was $12.1M.

Heartland Northeast LLC reported $403,960 in regulatory AUM in its October 11, 2026, filing, compared with $250,000 in a filing dated September 11, 2026. The difference between the reported amounts was $153,960.

These three firms had qualifying reported regulatory AUM comparisons observed on October 12, 2026. The observation date is not a filing date or a date of asset movement, and the reported differences do not establish flows, performance or their cause.

All firms with verified reported regulatory AUM changes

Complete qualifying firm list for observations Oct 12, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows.