Ifm Investors Pty Ltd is a large advisory firm based in Melbourne. It manages $95.35 billion of regulatory assets for 88 client accounts. It has been registered with the SEC as an adviser since 2013.
Ifm Investors Pty provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ifm Investors Pty Ltd is $95.35 billion. The firm's AUM has grown by 126% since the beginning of its operation, and $93.44 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Ifm Investors Pty Ltd for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Carol Gray is pension and profit sharing plans with 53 clients and $46.99 billion of assets under management. Among the 10 most similar advisory firms, Ifm Investors Pty has the 3rd highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $95.35 billion for 88 clients. 95% of the firm’s clients are foreign persons or businesses.
Ifm Investors Pty also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons ranges from $5,000,000 to $10,000,000.
The company employs 277 people that are either part- or full-time employees. 31 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person 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.
Carol Gray has been acting as President since 1 Jun 2016. Catharine Bowtell joined the executive team most recently as the Director.
The principal office where Ifm Investors Pty Ltd performs its advisory services is located at Level 29, 2 Lonsdale Street, Melbourne, 3000, 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 61 3 8672 5300 or by fax 61 3 8672 5306. The normal business hours are 9 a.m. - 6 p.m. on Monday - Friday. You can find more information about the New York firm at ifminvestors.com/au/home and its LinkedIn profile.