DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Ifm Investors Pty Ltd
Latest filing Aug 27, 2026
First filing on the tape Sep 30, 2013 · 26 filings
SEC status approved since Oct 10, 2013
RAUM
$153B
reported, Item 5.F
Discretionary
57%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
717
183 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
10
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$153B as of Aug 27, 2026
Sep 29, 2014$47B then
HNW client RAUM$0 as of Sep 28, 2024
Sep 28, 2023$0 then
State-registered IARs (5.B.3)0 as of Aug 27, 2026
Sep 29, 20140 then
Employees (5.A)717 as of Aug 27, 2026
Sep 29, 2014134 then
Private funds10 as of Aug 27, 2026
Sep 29, 20143 then
RAUM +7.4% over the last fiscal year+7.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 27, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $2.1BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 57%derivedof RAUM
- Institutional
- 39%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $74B, 12 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$94B61%
- Pension and profit-sharing plans$55B36%
- Insurance companies$3.9B2.6%
- Corporations and businesses$184M0.1%
- Charitable organizations$60.7M0.0%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 29reported
- Charitable clients
- 1reported
- Accounts
- 72reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $74B for 12 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.61 institutional_share=0.39 related_bd=true related_bank=false bd_reps=2.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Ifm Global Infrastructure Fund | Hedge Fund | $57B | 788 | Mar 30, 2012 |
| Ifm Australian Infrastructure Wholesale Fund A | Hedge Fund | $5.7B | 44 | Sep 30, 2013 |
| Concession Investment Holdings, LLCno longer reported | Private Equity Fund | $3.4B | 4 | Sep 30, 2016 |
| Ifm Net Zero Infrastructure Fund Scsp | Hedge Fund | $2.1B | 47 | Sep 28, 2022 |
| Ifm Australian Infrastructure Wholesale Fund B | Hedge Fund | $921M | 44 | Sep 30, 2013 |
| Ifm U.S. Infrastructure Debt Fund, L.P. | Hedge Fund | $606M | 34 | Sep 28, 2018 |
| Fliq2 Holdings, LLCno longer reported | Private Equity Fund | $602M | 2 | Sep 30, 2016 |
| Ifm US Dollar Liquidity Fund | Liquidity Fund | $455M | 5 | Sep 28, 2020 |
| Ifm Usidf (Offshore) B, L.P. | Hedge Fund | $390M | 12 | Sep 28, 2023 |
| Ifm U.S. Infrastructure Debt Fund (B), L.Pno longer reported | Hedge Fund | $295M | 11 | Sep 28, 2020 |
| Ifm Global Infrastructure (Co-Invest) I, L.P. | Other Private Fund | $202M | 2 | Sep 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Fokelina Eltje Bos · Directorcontrolsince 08/2024 · owns less than 5%
- Catharine Bowtell · Chair Of Board Of Directorscontrolsince 07/2023 · owns less than 5%
- Esperanza Cerdan · Chief Risk Officercontrolsince 06/2020 · owns less than 5%
- Grant Dempsey · Directorcontrolsince 07/2018 · owns less than 5%
- John Denton · Directorcontrolsince 01/2018 · owns less than 5%
- Amy Diab · Chief Operating Officercontrolsince 10/2024 · owns less than 5%
- Carol Gray · Directorcontrolsince 06/2016 · owns less than 5%
- Deborah Kiers · Directorcontrolsince 01/2014 · owns less than 5%
- Joshua Lim · Deputy Chief Executivecontrolsince 04/2007 · owns less than 5%
- Ming Long · Directorcontrolsince 11/2022 · owns less than 5%
- Sharon Michael · Head Of Commercial/General Counsel Apaccontrolsince 11/2014 · owns less than 5%
- Jonathan David Neal · Chief Executive Officercontrolsince 03/2020 · owns less than 5%
- Amanda Oliver · Chief Compliance Officercontrolsince 09/2020 · owns less than 5%
- Lindsay Tanner · Directorcontrolsince 07/2023 · owns less than 5%
- Rajiv Vyas · Executive Director, Head Of Compliancecontrolsince 07/2021 · owns less than 5%
- Theresa Whitmarsh · Directorcontrolsince 06/2021 · owns less than 5%
Entity owners
- Ifm Holdings Pty Ltd · Shareholderdirect · owns 75% or more
- Industry Super Holdings Pty Ltd · Shareholderindirect · owns 75% or more of Ifm Holdings Pty Ltd
Related persons
Schedule D 7.A
- Ifm (US) Securities, LLCbroker-dealery
- Ifm Asia-Pac Debt Fund Gp S.A.R.L.pooled vehicle sponsory
- Ifm Fiduciary No. 2 Pty Ltdpooled vehicle sponsorn
- Ifm Fiduciary Pty Ltd.pooled vehicle sponsorn
- Ifm Global Infrastructure (Canada) Gp Inc.pooled vehicle sponsory
- Ifm Global Infrastructure (Uk) Gp Ltdpooled vehicle sponsory
- Ifm Global Infrastructure (US 2) Gp, LLCpooled vehicle sponsory
- Ifm Global Infrastructure (US 3) Gp, LLCpooled vehicle sponsory
- Ifm Global Infrastructure (US 4) Gp, LLCpooled vehicle sponsory
- Ifm Global Infrastructure (US) Gp, LLCpooled vehicle sponsory
- Ifm Global Infrastructure Debt Gp S.A.R.L.pooled vehicle sponsory
- Ifm Growth Partners Gp Pty Ltdpooled vehicle sponsory
- Ifm Growth Partners Services A Pty Ltdpooled vehicle sponsory
- Ifm Growth Partners Services B Pty Ltdpooled vehicle sponsory
- Ifm Infrastructure (Uk) General Partner, Llppooled vehicle sponsory
- Ifm Investors (Hk) Limitedinvestment advisery
- Ifm Investors (Japan) Pty Ltdbroker-dealery
- Ifm Investors (Netherlands) B.V.broker-dealerinvestment advisery
- Ifm Investors (Nominees) Limitedpooled vehicle sponsorn
- Ifm Investors (Switzerland) Agbroker-dealery
- Ifm Investors (Uk) Ltdinvestment advisery
- Ifm Investors (US) Advisor, LLCinvestment adviseryRAUM $40B
- Ifm Investors (US), LLCinvestment advisery
- Ifm Net Zero Infrastructure Gp S.A.R.L.pooled vehicle sponsory
- Ifm Private Equity (US) Gp, LLCpooled vehicle sponsory
- Industry Fund Services Limitedinvestment advisern
- Industry Funds Investments Ltdinvestment advisern
Advisers that list Ifm Investors Pty Ltd as a related person
- 146366 y
Offices
Schedule D 1.F, the 25 largest
- Sydney, Australia24 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing Aug 27, 2026institutional share of RAUM of 39% against a peer median of 0% (512 comparable advisers, 100.0th percentile, 12.9 robust deviations)peers: asset managers, $20B and over (512) · 100% percentile
What changed
consecutive filings, newest first
- Private funds · 9 to 10Nov 7, 2025 to Aug 27, 2026
- Accounts · 67 to 72Nov 1, 2024 to Nov 7, 2025
- Advisory employees · 189 to 183Nov 1, 2024 to Nov 7, 2025
- Charity clients · 0 to 1Nov 1, 2024 to Nov 7, 2025
- Corporate clients · unset to 2.0Nov 1, 2024 to Nov 7, 2025
- HNW clients · 0.0 to unsetNov 1, 2024 to Nov 7, 2025
- Individual clients · 0.0 to unsetNov 1, 2024 to Nov 7, 2025
- Pension plan clients · 31 to 29Nov 1, 2024 to Nov 7, 2025
- Pooled vehicle clients · 21 to 26Nov 1, 2024 to Nov 7, 2025
- Assets in custody · $64B to $74BNov 1, 2024 to Nov 7, 2025
- Employees · 726 to 717Nov 1, 2024 to Nov 7, 2025
- Financial planning clients · unset to Nov 1, 2024 to Nov 7, 2025
- HQ state · unset to Nov 1, 2024 to Nov 7, 2025
- Private funds · 8 to 9Nov 1, 2024 to Nov 7, 2025
- Discretionary RAUM · $87B to $88BNov 1, 2024 to Nov 7, 2025
- HNW RAUM · 0.0 to unsetNov 1, 2024 to Nov 7, 2025
- Individual RAUM · 0.0 to unsetNov 1, 2024 to Nov 7, 2025
- Non-discretionary RAUM · $57B to $65BNov 1, 2024 to Nov 7, 2025
- Pension RAUM · $59B to $55BNov 1, 2024 to Nov 7, 2025
- Pooled vehicle RAUM · $81B to $94BNov 1, 2024 to Nov 7, 2025
- RAUM · $144B to $153BNov 1, 2024 to Nov 7, 2025
- Accounts · 70 to 67Sep 28, 2023 to Sep 28, 2024
- Advisory employees · 114 to 189Sep 28, 2023 to Sep 28, 2024
- Pooled vehicle clients · 23 to 21Sep 28, 2023 to Sep 28, 2024
- Assets in custody · $64B to $64BSep 28, 2023 to Sep 28, 2024
- Employees · 560 to 726Sep 28, 2023 to Sep 28, 2024
- Private funds · 7 to 8Sep 28, 2023 to Sep 28, 2024
- Discretionary RAUM · $86B to $87BSep 28, 2023 to Sep 28, 2024
- Non-discretionary RAUM · $56B to $57BSep 28, 2023 to Sep 28, 2024
- Pension RAUM · $59B to $59BSep 28, 2023 to Sep 28, 2024
- Pooled vehicle RAUM · $79B to $81BSep 28, 2023 to Sep 28, 2024
- RAUM · $142B to $144BSep 28, 2023 to Sep 28, 2024
- Accounts · 95 to 70Aug 16, 2023 to Sep 28, 2023
- Advisory employees · 160 to 114Aug 16, 2023 to Sep 28, 2023
- BD registered reps · 3 to 2Aug 16, 2023 to Sep 28, 2023
- Pension plan clients · 54 to 31Aug 16, 2023 to Sep 28, 2023
- Pooled vehicle clients · 21 to 23Aug 16, 2023 to Sep 28, 2023
- Assets in custody · $62B to $64BAug 16, 2023 to Sep 28, 2023
- Employees · 595 to 560Aug 16, 2023 to Sep 28, 2023
- Discretionary RAUM · $82B to $86BAug 16, 2023 to Sep 28, 2023
Signals
25 dated events
- Amy Diab (Chief Operating Officer) appeared on Schedule A of Ifm Investors Pty LtdNov 1, 2024 · Control person joined · fact
- Lounarda David (Chief Operating Officer) no longer on Schedule A of Ifm Investors Pty Ltd (listed 2024-09-28, absent 2024-11-01)Nov 1, 2024 · Control person left · inference
- Fokelina Eltje Bos (Director) appeared on Schedule A of Ifm Investors Pty LtdSep 28, 2024 · Control person joined · fact
- Rajiv Vyas (Executive Director, Head Of Compliance) appeared on Schedule A of Ifm Investors Pty LtdSep 28, 2023 · Control person joined · fact
- Sharon Michael (Head Of Commercial/General Counsel Apac) appeared on Schedule A of Ifm Investors Pty LtdSep 28, 2023 · Control person joined · fact
- Ming Long (Director) appeared on Schedule A of Ifm Investors Pty LtdAug 16, 2023 · Control person joined · fact
- Lindsay Tanner (Director) appeared on Schedule A of Ifm Investors Pty LtdAug 16, 2023 · Control person joined · fact
- Anthony Michael Migro (Director) no longer on Schedule A of Ifm Investors Pty Ltd (listed 2022-09-28, absent 2023-08-16)Aug 16, 2023 · Control person left · inference
- Ivan Gregory Combet (Director) no longer on Schedule A of Ifm Investors Pty Ltd (listed 2022-09-28, absent 2023-08-16)Aug 16, 2023 · Control person left · inference
- Alison Larsson (Director) no longer on Schedule A of Ifm Investors Pty Ltd (listed 2021-09-29, absent 2022-09-28)Sep 28, 2022 · Control person left · inference
- Theresa Whitmarsh (Director) appeared on Schedule A of Ifm Investors Pty LtdJun 7, 2021 · Control person joined · fact
- Esperanza Cerdan (Chief Risk Officer) appeared on Schedule A of Ifm Investors Pty LtdSep 28, 2020 · Control person joined · fact
- Amanda Oliver (Chief Compliance Officer) appeared on Schedule A of Ifm Investors Pty LtdSep 28, 2020 · Control person joined · fact
- Lee Robert Babb (Chief Compliance Officer) no longer on Schedule A of Ifm Investors Pty Ltd (listed 2020-04-28, absent 2020-09-28)Sep 28, 2020 · Control person left · inference
- Jonathan David Neal (Chief Executive Officer) appeared on Schedule A of Ifm Investors Pty LtdApr 28, 2020 · Control person joined · fact
- Brett Himbury (Chief Executive Officer) no longer on Schedule A of Ifm Investors Pty Ltd (listed 2019-09-27, absent 2020-04-28)Apr 28, 2020 · Control person left · inference
- Arthur Garry Weaven (Director) no longer on Schedule A of Ifm Investors Pty Ltd (listed 2018-09-28, absent 2019-09-27)Sep 27, 2019 · Control person left · inference
- Edward Murray Bleach (Director) no longer on Schedule A of Ifm Investors Pty Ltd (listed 2018-09-28, absent 2019-09-27)Sep 27, 2019 · Control person left · inference
- Ross Philip Dowman (Chief Financial Officer) no longer on Schedule A of Ifm Investors Pty Ltd (listed 2018-09-28, absent 2019-09-27)Sep 27, 2019 · Control person left · inference
- Linda Rubenstein (Director) no longer on Schedule A of Ifm Investors Pty Ltd (listed 2018-09-28, absent 2019-09-27)Sep 27, 2019 · Control person left · inference
- Alison Larsson (Director) appeared on Schedule A of Ifm Investors Pty LtdSep 27, 2019 · Control person joined · fact
- Grant Dempsey (Director) appeared on Schedule A of Ifm Investors Pty LtdSep 27, 2019 · Control person joined · fact
- Catharine Bowtell (Director) appeared on Schedule A of Ifm Investors Pty LtdSep 27, 2019 · Control person joined · fact
- Lounarda David (Chief Operating Officer) appeared on Schedule A of Ifm Investors Pty LtdSep 27, 2019 · Control person joined · fact
- Industry Funds Management Pty Ltd filed its initial SEC registration (Form ADV)Sep 30, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- IFM Investors Pty Ltd · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/ifminvestorsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- IFMINVESTORS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 61 1300 651 607reportedpublic record, Form ADV, Aug 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026