Ifm Investors Pty Ltd
SEC-registered
Private Fund Manager · Mega ($100B+)
CRD 162754
· SEC file 801-78649
· Melbourne
· twitter.com
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ADV data as of Nov 07, 2025
- Regulatory AUM
- $153B
- Discretionary
- $87.7B
- Clients
- 72
- Avg AUM / client
- $2.1B
- Accounts
- 72
- Employees
- 717
AUM over time
$42.2B
$153B
Jun 2013
Nov 2025
Annual snapshots from Form ADV filings · as of Nov 07, 2025
Asset allocation (SMA assets by investment type)
as of Nov 07, 2025
Exchange-traded equities
$118B
77%
Investment-grade corporate bonds
$21.4B
14%
Other
$6.1B
4%
Non-investment-grade bonds
$3.1B
2%
Cash & equivalents
$3.1B
2%
Non-exchange-traded equities
$1.5B
1%
Derivatives
$1.5B
1%
Share 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) | 26 | $93.8B | 61.4% |
| Pension and profit sharing plans | 29 | $54.9B | 35.9% |
| Charitable organizations | 1 | $60.7M | 0.04% |
| Insurance companies | 14 | $3.9B | 2.58% |
| Corporations and other businesses | 2 | $184M | 0.12% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $67.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ifm Global Infrastructure Fund master | Hedge Fund | Cayman Islands | $56.7B | 788 |
| Ifm Australian Infrastructure Wholesale Fund A | Hedge Fund | Australia | $5.7B | 44 |
| Ifm Net Zero Infrastructure Fund Scsp master | Hedge Fund | Luxembourg | $2.1B | 47 |
| Ifm Australian Infrastructure Wholesale Fund B | Hedge Fund | Australia | $921M | 44 |
| Ifm U.S. Infrastructure Debt Fund, L.P. master | Hedge Fund | Cayman Islands | $606M | 34 |
| Ifm Us Dollar Liquidity Fund | Liquidity Fund | Cayman Islands | $455M | 5 |
| Ifm Usidf (Offshore) B, L.P. | Hedge Fund | Cayman Islands | $390M | 12 |
| Ifm Global Infrastructure (Co Invest) I, L.P. | Other Private Fund | Delaware | $202M | 2 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Indiana Laborers Pension Fund Board Of Trustees Indiana Laborers Pension Fund | Terre Haute, IN | 2024 |
| Neca Ibew Pension Trust Fund Neca Ibew Pension Trust Fund | 2024 | |
| Building Trades United Pension Trust Fund Milwaukee And Vicinity Building Trades United Pension Trust Fund | 2024 | |
| Indiana Laborers Defined Contribution Trust Fund Board Of Trustees Indiana Laborers Dc Plan | 2024 | |
| Masters Mates & Pilots Adjustable Pension Plan Board Of Trustees Of The Masters Mates & Pilots Adjustable Pension Pla | 2024 | |
| The General Pension Plan Of The International Union Of Operating Engineers Pension Bd Of The General Pension Plan Of The Int'l Union Of Operating | 2024 | |
| U. A. Local No. 159 Defined Benefit Plan Board Of Trustees Of U.A. Local No. 159 Pension Trust | 2024 | |
| Masters, Mates & Pilots Pension Plan Board Of Trustees Of Masters, Mates & Pilots Pension Plan | 2024 | |
| Northern California Electrical Workers Pension Plan Board Of Trustees, Northern California Electrical | 2024 | |
| North Atlantic States Carpenters Annuity Plan North Atlantic States Carpenters Annuity Plan | Hamden, CT | 2024 |
| Insulators Local No. 2 Pension Plan Board Of Trustees Insulators Local No. 2 Pension Plan | 2024 |
People (16)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lim, Joshua | Deputy Chief Executive | Apr 2007 (19y) | Less than 5% | |
| Kiers, Deborah | Director | Jan 2014 (13y) | Less than 5% | |
| Michael, Sharon | Head Of Commercial/General Counsel Apac | Nov 2014 (12y) | Less than 5% | |
| Gray, Carol | Director | Jun 2016 (10y) | Less than 5% | |
| Denton, John | Director | Jan 2018 (9y) | Less than 5% | |
| Dempsey, Grant | Director | Jul 2018 (8y) | Less than 5% | |
| Neal, David, Jonathan | Chief Executive Officer | Mar 2020 (6y) | Less than 5% | |
| Cerdan, Esperanza | Chief Risk Officer | Jun 2020 (6y) | Less than 5% | |
| Oliver, Amanda | Chief Compliance Officer | Sep 2020 (6y) | Less than 5% | |
| Whitmarsh, Theresa | Director | Jun 2021 (5y) | Less than 5% | |
| Vyas, Rajiv | Executive Director, Head Of Compliance | Jul 2021 (5y) | Less than 5% | |
| Long, Ming | Director | Nov 2022 (4y) | Less than 5% | |
| Bowtell, Catharine | Chair Of Board Of Directors | Jul 2023 (3y) | Less than 5% | |
| Tanner, Lindsay | Director | Jul 2023 (3y) | Less than 5% | |
| Bos, Eltje, Fokelina | Director | Aug 2024 (2y) | Less than 5% | |
| Diab, Amy | Chief Operating Officer | Oct 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ifm Holdings Pty Ltd | Shareholder | Dec 2003 | A | 75% or more |
| Industry Super Holdings Pty Ltd | Shareholder | Jan 2007 | B | ≈ 56.25% – 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):
- Industry Super Holdings Pty Ltd: 75% – 100% of Ifm Holdings Pty Ltd × 75% – 100% direct ≈ 56.25% – 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 (8, $67.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ifm Global Infrastructure Fund | Hedge Fund | $56.7B | $0 | 788 |
| Ifm Australian Infrastructure Wholesale Fund A | Hedge Fund | $5.7B | $0 | 44 |
| Ifm Net Zero Infrastructure Fund Scsp | Hedge Fund | $2.1B | $0 | 47 |
| Ifm Australian Infrastructure Wholesale Fund B | Hedge Fund | $921M | $0 | 44 |
| Ifm U.S. Infrastructure Debt Fund, L.P. | Hedge Fund | $606M | $0 | 34 |
| Ifm Us Dollar Liquidity Fund | Liquidity Fund | $455M | $0 | 5 |
| Ifm Usidf (Offshore) B, L.P. | Hedge Fund | $390M | $0 | 12 |
| Ifm Global Infrastructure (Co Invest) I, L.P. | Other Private Fund | $202M | $200M | 2 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (11)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Indiana Laborers Pension Fund | Board Of Trustees Indiana Laborers Pension Fund | 11,260 | $1.8B | 06/01/2024 |
| Neca Ibew Pension Trust Fund | Neca Ibew Pension Trust Fund | 6,690 | $1.6B | 06/01/2024 |
| Building Trades United Pension Trust Fund Milwaukee And Vicinity | Building Trades United Pension Trust Fund | 9,922 | $3.5B | 06/01/2024 |
| Indiana Laborers Defined Contribution Trust Fund | Board Of Trustees Indiana Laborers Dc Plan | 15,678 | $59.7M | 05/01/2024 |
| Masters Mates & Pilots Adjustable Pension Plan | Board Of Trustees Of The Masters Mates & Pilots Adjustable Pension Pla | 953 | $103M | 01/01/2024 |
| The General Pension Plan Of The International Union Of Operating Engineers | Pension Bd Of The General Pension Plan Of The Int'l Union Of Operating | 2,198 | $1.2B | 01/01/2024 |
| U. A. Local No. 159 Defined Benefit Plan | Board Of Trustees Of U.A. Local No. 159 Pension Trust | 234 | $125M | 01/01/2024 |
| Masters, Mates & Pilots Pension Plan | Board Of Trustees Of Masters, Mates & Pilots Pension Plan | 644 | $328M | 01/01/2024 |
| Northern California Electrical Workers Pension Plan | Board Of Trustees, Northern California Electrical | 1,499 | $697M | 01/01/2024 |
| North Atlantic States Carpenters Annuity Plan | North Atlantic States Carpenters Annuity Plan | 10,262 | $1.3B | 01/01/2024 |
| Insulators Local No. 2 Pension Plan | Board Of Trustees Insulators Local No. 2 Pension Plan | 421 | $206M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 11/07/2025 | 4.39 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
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
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: Nov 07, 2025.
View current Form ADV (SEC/IAPD) ↗