Clients
Ifm Investors (us) Advisor serves 14 clients. The average client has about $3.15 billion with the firm.
- Pooled investment vehicles14 clients96%
- Insurance companies4%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 14 | $42,171,925,021 | 95.5% | $3.01B |
| Insurance companies | Not reported | $1,983,255,764 | 4.5% | — |
| Total | 14 | $44,155,180,785 | 100% | $3.15B |
- Clients
- 14
- Regulatory AUM
- $42,171,925,021
- Share
- 95.5%
- Avg. per client
- $3.01B
- Clients
- Not reported
- Regulatory AUM
- $1,983,255,764
- Share
- 4.5%
- Avg. per client
- —
Total
- Clients
- 14
- Regulatory AUM
- $44,155,180,785
- Share
- 100%
- Avg. per client
- $3.15B
What it does
Ifm Investors (us) Advisor provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through performance-based fees and other arrangements.
Ifm Investors (us) Advisor advises 1 private funds.
8.9% of assets ($3.93B across 8 accounts) are managed with discretion; $40.23B across 10 accounts are not. 61% of clients are outside the U.S., and 1 clients received advice without assets under management last fiscal year.
What the accounts hold
- Bonds95%
- Investment grade corporate bonds86%
- High-yield corporate bonds9%
- Cash5%
Custodians
Ifm Investors (us) Advisor’s client accounts are held mainly at The Bank of New York Mellon, with 4% of managed assets. Ifm Investors (us) Advisor has custody of $37.72B for 9 clients.
- The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $1.83B4%
- All other custodians$42.33B96%
Ownership and leadership
Ifm Investors (us), LLC owns 75% or more of Ifm Investors (us) Advisor.
- Owns 75% or more of Ifm Investors (us) Advisor, LLC
Ifm Investors (us), LLC
Control person · since November 2006
- Owns 75% or more of Ifm Investors (us), LLC
Ifm Investors Pty LTD
Control person · since November 2006
- Owns 75% or more of Ifm Investors Pty LTD
Ifm Holdings Pty LTD
Control person · since March 2009
- Owns 75% or more of Ifm Holdings Pty LTD
Industry Super Holdings Pty LTD
Control person · since January 2007
Leadership
- Richard GruberChief Compliance Officer
- Julio GarciaDirector of Ifm Investors (us) Advisor, LLC
- Richard RandallDirector of Ifm Investors (us) Advisor, LLC
- Angola RussellDirector of Ifm Investors (us) Advisor, LLC and Head of Commercial - Legal (americas)
- Rajiv VyasExecutive Director, Head of Compliance
Staff
- 164 employees
- 66 in advisory functions
- 30 broker-dealer reps
Fees
Ifm Investors (us) Advisor is paid through performance-based fees and other.
Ifm Investors (us) Advisor’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Ifm Investors (us) Advisor has 2 offices, with 2 listed addresses across 2 states.
New York · 1 listed address
- 114 West 47th Street, 19th Floor, New YorkHQ
Texas · 1 listed address
- 4200 Westheimer RD, Houston
Registration details
- Legal name
- Ifm Investors (us) Advisor, LLC
- Headquarters
- 114 West 47th Street, 19th Floor, New York, NY 10036
- Phone
- 212-784-2260
- Website
- www.ifminvestors.com
- SEC file
- 801-69597
- Structure
- Delaware LLC
- Fiscal year end
- June
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Ifm Investors (us) Advisor have?
Ifm Investors (us) Advisor has 14 clients and manages $44.2 billion for them, as of September 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026
What services does Ifm Investors (us) Advisor offer?
Ifm Investors (us) Advisor provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Ifm Investors (us) Advisor use?
Ifm Investors (us) Advisor’s separately managed account assets are held at The Bank of New York Mellon (New York, NY), with $1,827,462,869. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026
How many financial advisors does Ifm Investors (us) Advisor have?
Ifm Investors (us) Advisor has 0 investment adviser representatives registered with state securities authorities, out of 164 employees, and 66 perform investment advisory functions. 30 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ifm Investors (us) Advisor invest in?
At the end of its last fiscal year, Ifm Investors (us) Advisor’s separately managed accounts held 86% investment grade corporate bonds, 9% high-yield corporate bonds and 5% cash and equivalents. It advises 1 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ifm Investors (us) Advisor?
Ifm Investors (us) Advisor is owned through a chain of holding companies by Industry Super Holdings Pty LTD. Its direct owner is Ifm Investors (us), LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 September 2026
How does Ifm Investors (us) Advisor get paid?
Ifm Investors (us) Advisor is paid through performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file