Firm profile

Ifm Investors Pty Ltd.

MELBOURNE, AustraliaCRD 162754Registration Status: ApprovedEffective since October 10, 2013SEC # 801-78649Latest ADV October 7, 2026

Ifm Investors Pty Ltd's Form ADV filing dated 2026-10-07 reports $202,970,534,588 in regulatory assets under management, $128,357,979,353 discretionary and $74,612,555,235 non-discretionary, 80 accounts, and 933 employees.

Assets Under Management
$203.0B
Employees
933
Offices
6 offices
Total Clients
72

Associated firm names

2 names listed
  • IFM INVESTORS PTY LTD
  • INDUSTRY FUNDS MANAGEMENT PTY LTD

Leadership

3 roles identified
CEODavid J. Neal
CCOAmanda Oliver
COOAmy Diab

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Performance-based fees

Offices & Contact

Primary office

MELBOURNE, Australia

Loading map…

Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Australia

MELBOURNEPrimary office · SYDNEY · BRISBANE · PERTH · BARTON

6 office records listed · 6 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$203.0Bas of October 7, 2026
Discretionary63.2%
$128.4B
63% of total RAUM63.2%
Non-discretionary36.8%
$74.6B
37% of total RAUM36.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentPension Plans represent 40.3% of total clients.
Top client categories% of clientsClients
1
Pension Plans
40.3%
29
2
Pooled Investment Vehicles
36.1%
26
3
Insurance Cos.
19.4%
14
4
Corporations
2.8%
2
5
Charitable
1.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$203.0B
Total Accounts80
10Y AUM Change+$131.0B (+181.8%)

Private Funds

Private funds reported by Ifm Investors Pty Ltd.

Loading private fund disclosures…

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees933
Clients per Employee0:1
10Y Employee Change+749 (+407.1%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
IFM HOLDINGS PTY LTDDirect owner · Schedule AInterest in IFM INVESTORS PTY LTD
75%+
INDUSTRY SUPER HOLDINGS PTY LTDIndirect owner · Schedule BInterest in IFM HOLDINGS PTY LTD
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Ifm Investors Pty Ltd..

Reported ownership and control details

Form ADV · Filing date 2026-09-28 · Schedules A and B

17 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1IFM HOLDINGS PTY LTDSHAREHOLDERForeign entityIFM INVESTORS PTY LTD75% or moreCode EYesSHAREHOLDER12/2003Schedule APDF page 133
2DEBORAH KIERSDIRECTORIndividualIFM INVESTORS PTY LTDLess than 5%Code NAYesDIRECTOR01/2014Schedule APDF page 133
3JOSHUA LIMDEPUTY CHIEF EXECUTIVEIndividualIFM INVESTORS PTY LTDLess than 5%Code NAYesDEPUTY CHIEF EXECUTIVE04/2007Schedule APDF page 133
4JOHN DENTONDIRECTORIndividualIFM INVESTORS PTY LTDLess than 5%Code NAYesDIRECTOR01/2018Schedule APDF page 133
5GRANT DEMPSEYDIRECTORIndividualIFM INVESTORS PTY LTDLess than 5%Code NAYesDIRECTOR07/2018Schedule APDF page 133
6David Jonathan NealCHIEF EXECUTIVE OFFICERIndividualIFM INVESTORS PTY LTDLess than 5%Code NAYesCHIEF EXECUTIVE OFFICER03/2020Schedule APDF page 133
7ESPERANZA CERDANCHIEF RISK OFFICERIndividualIFM INVESTORS PTY LTDLess than 5%Code NAYesCHIEF RISK OFFICER06/2020Schedule APDF page 133
8Amanda OliverCHIEF COMPLIANCE OFFICERIndividualIFM INVESTORS PTY LTDLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER09/2020Schedule APDF page 133
9Ming LongDIRECTORIndividualIFM INVESTORS PTY LTDLess than 5%Code NAYesDIRECTOR11/2022Schedule APDF page 133
10CATHARINE BOWTELLCHAIR OF BOARD OF DIRECTORSIndividualIFM INVESTORS PTY LTDLess than 5%Code NAYesCHAIR OF BOARD OF DIRECTORS07/2023Schedule APDF page 133
11Lindsay TannerDIRECTORIndividualIFM INVESTORS PTY LTDLess than 5%Code NAYesDIRECTOR07/2023Schedule APDF page 133
12Rajiv VyasEXECUTIVE DIRECTOR, HEAD OF COMPLIANCEIndividualIFM INVESTORS PTY LTDLess than 5%Code NAYesEXECUTIVE DIRECTOR, HEAD OF COMPLIANCE07/2021Schedule APDF page 133
13SHARON MICHAELHEAD OF COMMERCIAL/GENERAL COUNSEL APACIndividualIFM INVESTORS PTY LTDLess than 5%Code NAYesHEAD OF COMMERCIAL/GENERAL COUNSEL APAC11/2014Schedule APDF page 133
14Eltje Fokelina BosDIRECTORIndividualIFM INVESTORS PTY LTDLess than 5%Code NAYesDIRECTOR08/2024Schedule APDF page 133
15Amy DiabCHIEF OPERATING OFFICERIndividualIFM INVESTORS PTY LTDLess than 5%Code NAYesCHIEF OPERATING OFFICER10/2024Schedule APDF page 133
16William JacksonDIRECTORIndividualIFM INVESTORS PTY LTDLess than 5%Code NAYesDIRECTOR03/2026Schedule APDF page 133
17INDUSTRY SUPER HOLDINGS PTY LTDSHAREHOLDERForeign entityIFM HOLDINGS PTY LTD75% or moreCode EYesSHAREHOLDER01/2007Schedule BPDF page 134

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 8/27/2026 2:42:30 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.