> ## Content Index
> Fetch the complete content index at: http://localhost:2368/llms.txt
> Use this file to discover other available public pages before exploring further.

# AUM, AUA and supervision: a guide to reported scale
- URL: http://localhost:2368/aum-is-not-aua/
- Published: 2026-10-23T14:19:10.000Z
- Updated: 2026-10-23T15:19:10.000Z
- Description: Three real company publications show why asset definitions, reporting dates and organizational scope belong beside every headline figure.
- Author: The Review Desk
- Tags: Family Offices, Data & Methodology, Insights

A firm's reported asset figure is informative only when its label and reporting scope travel with it. The founding directory offers three examples from official company pages.

## Three figures, three descriptions

Pitcairn reports $10B+ in assets under advisement, aggregating Pitcairn Trust Co. and Pitcairn Wealth Advisors LLC as of 31 December 2025\. Bessemer Trust's key-facts page reports $250B in assets under supervision, without a measurement date identified on the reviewed page. Stonehage Fleming Investment Management describes more than $26bn in investment management and advice as of March 2025.

These are company-reported figures. The Review has not independently audited them. The descriptions do not establish a single comparable AUM field.

## A comparison is not automatically a ranking

A side-by-side display can be helpful precisely because it shows the differences. Turning these figures into first, second and third place would imply a comparability that the source material does not establish.

Our comparison workspace therefore includes the asset definition, measurement date, reporting scope and source status as separate rows. It does not calculate a synthetic total or infer a portfolio return.

## How to read the sample

Use the directory to understand the business and its reported scale. Follow the original source before relying on a figure. If a date or perimeter is absent, treat that absence as a limitation rather than a blank the model should fill.

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### Original sources

- [Pitcairn: By the Numbers](https://www.pitcairn.com/?ref=localhost)
- [Bessemer Trust: Key Facts](https://www.bessemertrust.com/what-makes-us-different/key-facts?ref=localhost)
- [Stonehage Fleming Investment Management](https://sf-am.com/?ref=localhost)

Sources reviewed on 23 October 2026\. Dollar amounts retain their original labels; the source pages may subsequently change.