Ifm Investors Pty Ltd
Registered investment adviser · Melbourne · CRD #162754
Form ADV data as of 2026-09-01Regulatory assets
$152.93 billion
Total accounts
72
Employees
717
Disclosure events
0
Firm details
- Website: https://twitter.com/ifm_investors
- Telephone: 61 1300 651 607
- SEC file number: 801-78649
- Most recent Form ADV filing: 2026-08-27
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $87.72 billion |
| Non-discretionary regulatory assets under management | $65.21 billion |
| Total regulatory assets under management | $152.93 billion |
| Discretionary accounts | 42 |
| Non-discretionary accounts | 30 |
| Total accounts | 72 |
| Regulatory assets under management attributable to non-U.S. persons | $149.18 billion |
People
| Total employees (excluding clerical) | 717 |
| Employees performing investment advisory functions (including research) | 183 |
| Employees who are registered representatives of a broker-dealer | 2 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $74.09 billion |
| Clients for whom the firm has custody | 12 |
| A related person has custody of client cash or bank accounts | Yes |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $69.57 billion |
| Clients for whom a related person has custody | 6 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Recommends securities for which it serves as underwriter or general partner
- Brokers or dealers selected under 8.C.(3) are related persons
- Recommends brokers or dealers to clients
- Brokers or dealers recommended under 8.E. are related persons
- Receives soft dollar benefits
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Pooled investment vehicles (other than investment companies and BDCs) | 26 | $93.85 billion |
| Pension and profit sharing plans (not the participants or government plans) | 29 | $54.89 billion |
| Charitable organizations | 1 | $60.7 million |
| Insurance companies | 14 | $3.95 billion |
| Corporations or other businesses not listed above | 2 | $184.2 million |