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News / 2026-07-15

Daily Advisor News

July 15, 2026

Big movers, new names, and firm exits

Day brief

Daily Advisor News tracked a net flow of -$2.2B on July 15, 2026, heavily impacted by large firm deregistration activity. Existing advisory firms logged a net AUM loss of $412.5M, with $33.6M in gains offset by $446.1M in losses. Overall industry movement registered a net loss of 7 advisors and a net gain of 19 locations.

Meketa Capital, LLC topped the big winners list by adding $23.6M (+28.4%) to reach $106.6M in AUM, followed by S2 Fund Manager, LLC with a $10M increase (+2.2%) to $474.8M. Barksdale Investment Management led the decline, dropping $428.9M (-12.5%) to $3B, while Columbia Pacific Advisors, LLC decreased by $17.2M (-1.2%) to $1.5B.

Sixteen new firms filed with $943.7M in total reported AUM, led by Rare Capital Management, LLC ($333.6M), River Raisin Investment Partners, Inc. ($163.5M), and Allpoint Financial Group ($116.8M). Five firm exits removed $2.7B in regulatory AUM, headlined by Two Sigma Ventures, LP ($2.2B) and Joule Financial, LLC ($478.6M). Form ADV regulatory AUM reflects official filings and may differ from fund figures reported in the press.

AUM net flow

+$33.6M Gained 2 firms
$446.1M Lost 2 firms
$943.7M New firms 6 with AUM
$2.7B Exits 3 with AUM
-$2.2B Net flow Day total

Also tracked: advisors -7 · locations +19

Big Winners

Top 2 AUM gains · $33.6M tracked across 2 firms

Big Losers

Top 2 AUM drops · $446.1M tracked across 2 firms

Hot & New

Top 3 by reported AUM · $943.7M entered · 6 of 16 new names had AUM

Exits

Top 3 by last reported AUM · $2.7B left · 3 of 5 exits had AUM