Siris Capital reports $4.1B in regulatory AUM; 14 firms show changes

Siris Capital Group, LLC listed $4.1B in regulatory AUM in its latest Form ADV filing, dated 10/26/2026, compared with $4.8B in its earlier filing, dated 03/31/2026. That is a difference in reported amounts, not evidence of asset flows during the period. Comparisons for 14 firms were observed on 10/27/2026; the observation date does not establish when assets moved.

Persimmon Capital Management listed $50.1M in regulatory AUM in its 10/26/2026 filing, down from $368.5M in its 03/06/2026 filing. The difference was among the largest reported dollar declines in the selected comparisons.

Hirst Financial Independence Planning, Inc. listed $101.2M in regulatory AUM in its 10/26/2026 filing; its earlier filing, dated 09/04/2026, listed $0. The earlier filing’s reported amount was zero, so there is no starting amount for a meaningful percentage comparison.

4:8 Financial listed $338.3M in regulatory AUM in its 10/26/2026 filing, compared with $318.0M in its 04/08/2026 filing. Powers Investment Advisory Corporation listed $127.2M in its 10/26/2026 filing, versus $111.6M in its 01/06/2026 filing. Wissahickon Wealth Management LLC listed $72.8M in its 10/26/2026 filing, compared with $61.0M in its 03/30/2026 filing.

All firms with verified reported regulatory AUM changes

Complete qualifying firm list for observations Oct 27, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows.