Ifm Investors (Us) Advisor, LLC (New York)


Ifm Investors (Us) Advisor, LLC is a large advisory firm based in New York. It manages $13.02 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2014.

Ifm Investors (Us) Advisor provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ifm Investors (Us) Advisor: assets under management

The assets under management (AUM) of Ifm Investors (Us) Advisor, LLC is $13.02 billion. $4.03 billion of the total AUM is attributable to clients outside of the United States.

What kind of clients Ifm Investors (Us) Advisor serves?

The firm provides services to other investment advisers and pooled investment vehicles. The largest group of clients of Ifm Investors (Us) Advisor is pooled investment vehicles with 7 clients and $13.02 billion of assets under management. Among the 7 most similar advisory firms, Ifm Investors (Us) Advisor has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $13.02 billion for 8 clients. 63% of the firm’s clients are foreign persons or businesses.

Ifm Investors (Us) Advisor also advises several private funds.

Careers at Ifm Investors (Us) Advisor, LLC

The company employs 76 people that are either part- or full-time employees. 51 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Llc Ifm Investors (Us) Member 1 Nov 2006 75% - 100% 56-2676864
Llc Ifm Global Infrastructure (Us) Gp General partner of ifm global infrastructure (us), l.p. and ifm global infrastructure (us) i-a, l.p. 1 Nov 2006 Other 98-0634648
Robert Alexander Montgomery Director of ifm investors (us) advisor, llc, director of ifm global infrastructure (us) gp, llc 1 Oct 2009 Other 3170711
Brett Himbury Executive director (manager) of ifm investor (us) advisor, llc and director of ifm global infrastructure (us) gp, llc 1 Apr 2010 Other 5780451
Peter Christopher Mordue Chief compliance officer, director of ifm investors (us) advisor, llc, director of ifm global infrastructure (us) gp, llc 1 Oct 2012 Other 6137460
Peter Mordue Chief compliance officer 1 Oct 2012 Other 6137460
Julio Francisco Garcia Director of ifm investors (us) advisor, llc, director of ifm global infrastructure (us) gp, llc 1 Oct 2014 Other 2910097
Mitzie A Pierre Chief compliance officer 1 Apr 2017 Other 5281638
Sharon Michael Director of ifm investors (us) advisor, llc, director of ifm global infrastructure (us) gp, llc 1 Jun 2018 Other 7015885

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Ifm Investors Pty Ltd Member 1 Nov 2006 75% - 100% foreign entity
Industry Super Holdings Pty Ltd Shareholder 1 Jan 2007 75% - 100% foreign entity
Australiansuper Pty Ltd Atf Australian Super Shareholder 1 Jan 2007 25% - 50% foreign entity
Ifm Holdings Pty Ltd Shareholder 1 Mar 2009 75% - 100% foreign entity

Based in New York

The principal office where Ifm Investors (Us) Advisor, LLC performs its advisory services is located at 114 West 47 Th Street, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-784-2260 or by fax 212-784-2261. The normal business hours are 9:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at ifminvestors.com.