# Assets under management

Regulated AUM for investment advisers over time, broken down by client type.

Canonical: https://chikaraintel.com/docs/concepts/assets-under-management

## What's recorded

Each AUM record is a `client_summary` event: a date, a currency, and one row per client type with the number of clients and the regulated assets held for them. [get_company_aum](/docs/mcp/tools/get_company_aum) returns the latest. [get_company_aum_history](/docs/mcp/tools/get_company_aum_history) returns the series, newest first.

## Totals

The raw rows carry no total. The history tool adds `total_regulatory_aum` and `total_clients` per record and the change from the record before.

## Restated records

Firms often restate the same figures in an amendment. When a record matches the one before it exactly, the history tool sets `restates_previous_filing: true` so a run of identical totals reads as what it is.

## Client types added or removed

A client type that appears or disappears between two records changes the total with no real change in assets. The history tool lists those rows in `client_types_added` and `client_types_removed`, so a sudden drop can be explained before it's reported.

## Related

- https://chikaraintel.com/docs/mcp/tools/get_company_aum_history.md
- https://chikaraintel.com/docs/mcp/tools/get_company_aum.md
- https://chikaraintel.com/docs/concepts/organisations.md