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Day brief
The industry logged a net flow decline of -$1.4B on October 7, 2026, as headline contractions outweighed broad gains across registered advisers. FEG drove the retreat with a -$4.1B reduction, while GRAMERCY FUNDS MANAGEMENT LLC led all gainers with an increase of $1.3B. In total, advisers reported $4.6B in lost assets against $3.6B in gains, setting overall net movement at -$1.1B.
Nine firms posted asset increases, paced by GRAMERCY FUNDS MANAGEMENT LLC climbing 17.1% from $7.4B to $8.7B. TIDE ROCK LEVERAGECO MANAGER, LLC added $908.9M from an initial zero balance, while MARTIN & COMPANY grew by $336.2M to reach $336.2M.
Declines were concentrated in two advisers that accounted for the $4.6B in gross losses. FEG registered the largest single drop, sliding 17.4% from $23.9B to $19.7B. POMONA CAPITAL also moved lower, shedding -$482.6M, or 3.2%, to close at $14.7B from $15.2B.
Among roster changes, seven new firms appeared, bringing in $363.6M across three filers reporting assets: ORION GLOBAL ADVISORS US INC at $147M, PICCOLO INVESTMENT CONSULTING, LLC at $110M, and 30-40 WEALTH PARTNERS at $106.6M. Three exits removed $741.9M from the rolls, led by AGRIGLOBE LAND ADVISORS, LLC at $602.2M and CONTRARY LEGACY LLC at $139.7M.
Also tracked: advisors +24 · locations +10
Top 3 AUM gains · $3.6B tracked across 9 firms
Top 2 AUM drops · $4.6B tracked across 2 firms
Top 3 by reported AUM · $363.6M entered · 3 of 7 new names had AUM
Top 2 by last reported AUM · $741.9M left · 2 of 3 exits had AUM