Private fund adviser · Melbourne, Australia
IFM Investors PTY LTD
SEC-registered investment adviser · CRD 162754 · SEC 801-78649
At a glance
IFM Investors PTY LTD is an SEC-registered investment adviser based in Melbourne, Australia, with $203.0 billion in regulatory assets under management as of its Form ADV filed September 28, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 32nd of 4,686 private fund advisers and 131st of 17,210 SEC-registered advisers by assets.
Main office +611300651607ifminvestors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $203B
- Rank among private fund advisers
- #32 of 4,686
- Rank among all SEC RIAs
- #131 of 17,210
- Clients
- 80
- Accounts
- 80
- Discretionary
- 63% of AUM
- Employees
- 933
- Advisory staff
- 277
- Offices
- 6
Owners and executives on its Form ADV
- Deborah KiersDirector
- Joshua LimDeputy Chief Executive
- John DentonDirector
- Grant DempseyDirector
- David J. NealChief Executive Officer
- Esperanza CerdanChief Risk Officer
- Amanda OliverChief Compliance Officer
- Ming LongDirector
- Catharine BowtellChair of Board of Directors
- Eltje F. BosDirector
- Lindsay TannerDirector
- Rajiv VyasExecutive Director, Head of Compliance
Custody and brokerage
Custodian
IFM Investors PTY LTD’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
IFM Investors PTY LTD is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: IFM (US) Securities, LLC, IFM Investors (japan) PTY LTD and IFM Investors (switzerland) AG.
- IFM (US) Securities, LLC ↗CRD 166325
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, September 2026
- IFM Investors (japan) PTY LTD
- IFM Investors (switzerland) AG
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 32 | $125B | 61% |
| Pension and profit sharing plans | 31 | $74B | 37% |
| Insurance companies | 13 | $3.3B | 2% |
| Corporations or other businesses | 3 | $651M | <1% |
| Charitable organizations | 1 | $67M | <1% |
Private funds
IFM Investors PTY LTD reports 11 private funds with $90B in gross assets: hedge funds, liquidity funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
IFM Investors PTY LTD reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗ifminvestors.com ↗
AtlasMembers
The full record on IFM Investors PTY LTD
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 125 peers of its type and size
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- Owners and executives, with titles and stakes
- 15 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 7Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does IFM Investors PTY LTD manage?
IFM Investors PTY LTD reports $203.0 billion in regulatory assets under management across 80 accounts, 63% of it on a discretionary basis, on its Form ADV filed September 28, 2026.
What kind of firm is IFM Investors PTY LTD?
IFM Investors PTY LTD is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are IFM Investors PTY LTD’s clients?
By assets, its largest client types are pooled investment vehicles ($124.6 billion, 32 clients); pension and profit sharing plans ($74.3 billion, 31 clients); insurance companies ($3.3 billion, 13 clients).
Does IFM Investors PTY LTD manage private funds?
Yes. It reports 11 private funds with $89.8 billion in gross assets, including hedge funds, liquidity funds, other private funds.
Does IFM Investors PTY LTD have any disciplinary history?
IFM Investors PTY LTD reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is IFM Investors PTY LTD’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →