Ifm Investors (Us) Advisor, Llc
- Regulatory AUM
- $40.2B
- Discretionary
- $4.6B
- Clients
- 13
- Avg AUM / client
- $3.1B
- Accounts
- 17
- Employees
- 157
AUM over time
Annual snapshots from Form ADV filings · as of Dec 09, 2025
Asset allocation (SMA assets by investment type)
as of Dec 09, 2025Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 13 | $38.3B | 95.2% |
| Other investment advisers | Fewer than 5 clients | $0 | — |
| Insurance companies | Fewer than 5 clients | $1.9B | 4.83% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $323M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ifm Global Infrastructure Nps Sma, L.P. | Hedge Fund | Cayman Islands | $323M | 2 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| I.B.E.W. Local 490 Pension Fund Joint Board Of Trustees Of I.B.E.W. 490 Pension | 2024 | |
| Ibm Personal Pension Plan International Business Machines Corporation | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Garcia, Julio, Francisco | Director Of Ifm Investors (Us) Advisor, Llc | Oct 2014 (12y) | Less than 5% | |
| Randall, Richard, Allen | Director Of Ifm Investors (Us) Advisor, Llc | Oct 2021 (5y) | Less than 5% | |
| Russell, Angola | Director Of Ifm Investors (Us) Advisor, Llc And Head Of Commercial Legal (Americas) | Oct 2021 (5y) | Less than 5% | |
| Vyas, Rajiv | Executive Director, Head Of Compliance | Oct 2021 (5y) | Less than 5% | |
| Gruber, Richard, Edward | Chief Compliance Officer | Dec 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ifm Investors (Us), Llc | Member | Nov 2006 | A | 75% or more |
| Ifm Investors Pty Ltd | Member | Nov 2006 | B | ≈ 56.25% – 100% via Ifm Investors (Us), Llc |
| Ifm Holdings Pty Ltd | Shareholder | Mar 2009 | B | ≈ 42.19% – 100% via Ifm Investors Pty Ltd |
| Industry Super Holdings Pty Ltd | Shareholder | Jan 2007 | B | ≈ 31.64% – 100% via Ifm Holdings Pty Ltd |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ifm Investors Pty Ltd: 75% – 100% of Ifm Investors (Us), Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Ifm Holdings Pty Ltd: 75% – 100% of Ifm Investors Pty Ltd × 75% – 100% of Ifm Investors (Us), Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Industry Super Holdings Pty Ltd: 75% – 100% of Ifm Holdings Pty Ltd × 75% – 100% of Ifm Investors Pty Ltd × 75% – 100% of Ifm Investors (Us), Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $323M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ifm Global Infrastructure Nps Sma, L.P. | Hedge Fund | $323M | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| I.B.E.W. Local 490 Pension Fund | Joint Board Of Trustees Of I.B.E.W. 490 Pension | 231 | $70.0M | 06/01/2024 |
| Ibm Personal Pension Plan | International Business Machines Corporation | 43,052 | $17.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/09/2025 | 2.64 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Performance-based fees
- • Other fees
- • REIMBURSEMENT OF COSTS PLUS/MINUS PROFITS - SEE SCHEDULE D MISC
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 09, 2025.
View current Form ADV (SEC/IAPD) ↗