Daily Advisor News

AUM net flow

+$108.2B Gained 32 firms

−

$7.6B Lost 8 firms

+

$125M New firms 1 with AUM

−

$532.5M Exits 2 with AUM

=

+$100.1B Net flow Day total

Also tracked: advisors +117 · locations +9

Big Winners

Top 3 AUM gains · $108.2B tracked across 32 firms

II IFM INVESTORS PTY LTD +$50B +32.7% AUM $152.9B → $203B Advisors 183 → 277 (+94) Locations 2 → 6 (+4) LI LIGHTHOUSE INVESTMENT PARTNERS, LLC +$20.1B +23% AUM $87.4B → $107.4B Advisors 206 → 203 (-3) Locations 23 → 21 (-2) PA PACIFIC ASSET MANAGEMENT +$7.8B +60.6% AUM $12.9B → $20.7B Advisors 22 → 21 (-1) Locations 1 → 1

Big Losers

Top 3 AUM drops · $7.6B tracked across 8 firms

CP CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED −$5B -48.7% AUM $10.2B → $5.3B Advisors 9 → 9 Locations 2 → 2 RC RESOLUTION CAPITAL LIMITED −$985.1M -10.5% AUM $9.4B → $8.4B Advisors 15 → 18 (+3) Locations 2 → 2 PT PEAR TREE ADVISORS, INC. −$505M -16.3% AUM $3.1B → $2.6B Advisors 1 → 1 Locations 1 → 1

Hot & New

Top 1 by reported AUM · $125M entered · 1 of 8 new names had AUM

JI JOHNSTON INVESTMENT COUNSEL, LTD. $125M AUM $125M Advisors 1 Locations 1

Exits

Top 2 by last reported AUM · $532.5M left · 2 of 5 exits had AUM

CM COLLAB+CURRENCY MANAGEMENT, LLC $332.5M Exit AUM $332.5M Advisors 5 Locations 1 SB SAPPHIRE BLUE INVESTMENT PARTNERS $200M Exit AUM $200M Advisors 2 Locations 1