# get_company_aum_history

Every AUM record for an adviser, newest first, with totals and what changed.

Canonical: https://chikaraintel.com/docs/mcp/tools/get_company_aum_history

Group: Companies. Read only.

## When to use

Use it to see whether a manager is growing or shrinking. Each record carries a total, the change from the one before, and flags for restated figures and client types that appeared or disappeared.

Call `search_companies` first.

## Parameters

- `reference` (uuid, body, required) The company's reference UUID.
- `limit` (integer, body) Max number of filings to return, ordered most-recent first (default 24, max 120) Range 1 to 120. Default `24`.
- `detail` (string, body) Summary gives per-filing totals and what changed; full adds every client-type row for every filing. Default `"summary"`. Values: `summary`, `full`.

## Example

Prompt: "Has Ashcombe Capital Partners' AUM grown over the last two years?"

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_company_aum_history",
    "arguments": {
      "reference": "1a2b3c4d-5e6f-4a7b-8c9d-0e1f2a3b4c31",
      "limit": 2,
      "detail": "summary"
    }
  }
}
```

Result (invented records):

```json
{
  "organisation": {
    "reference": "1a2b3c4d-5e6f-4a7b-8c9d-0e1f2a3b4c31",
    "name": "Ashcombe Capital Partners"
  },
  "filing_count": 2,
  "filings": [
    {
      "reference": "2c9d0e1f-a3b4-4c5d-8e7f-a8b9c0d1e2c1",
      "publish_date": "2026-03-28T00:00:00+00:00",
      "currency": "USD",
      "summary_type": "client",
      "total_regulatory_aum": 5350000000,
      "total_clients": 20,
      "client_type_count": 2,
      "change_from_previous": 610000000,
      "restates_previous_filing": false,
      "client_types_added": [
        {
          "type": "Pension and profit sharing plans",
          "aum": 1150000000
        }
      ]
    },
    {
      "reference": "2c9d0e1f-a3b4-4c5d-8e7f-a8b9c0d1e2c2",
      "publish_date": "2025-03-30T00:00:00+00:00",
      "currency": "USD",
      "summary_type": "client",
      "total_regulatory_aum": 4740000000,
      "total_clients": 14,
      "client_type_count": 1
    }
  ]
}
```

## Errors

- `Invalid arguments for tool get_company_aum_history: …`: An argument fails the schema, such as a `limit` above 120.

## Built on

- GET /v1/events (https://chikaraintel.com/docs/api/reference/events/list-events.md)