# IFM Investors (US) Advisor, LLC

> IFM Investors (US) Advisor, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 146366
- Filed as: IFM INVESTORS (US) ADVISOR, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146366
- AdvisorCensus page: https://advisorcensus.com/firm/ifm-investors-us-advisor-llc-new-york-ny-146366

## Quick answers

**How is IFM Investors (US) Advisor, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), IFM Investors (US) Advisor, LLC reports these compensation arrangements: performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is IFM Investors (US) Advisor, LLC located?**
IFM Investors (US) Advisor, LLC's principal office is in New York, NY, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is IFM Investors (US) Advisor, LLC registered with the SEC or a state?**
IFM Investors (US) Advisor, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 146366.

**How much does IFM Investors (US) Advisor, LLC manage?**
IFM Investors (US) Advisor, LLC reports $44,155,180,785 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (9% discretionary).

**How have IFM Investors (US) Advisor, LLC's assets and staff changed since 2021?**
In the Form ADV data for IFM Investors (US) Advisor, LLC: Regulatory assets under management: $20,115,225,149 in the October 2021 data and $44,155,180,785 in the October 2026 data, up 120%. Total employees: 93 in October 2021 and 164 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does IFM Investors (US) Advisor, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (14).

**Which custodians does IFM Investors (US) Advisor, LLC use?**
IFM Investors (US) Advisor, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Bank of New York Mellon as a custodian holding 10% or more of its separately managed account assets.

**Does IFM Investors (US) Advisor, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146366

**What changed in IFM Investors (US) Advisor, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 63 to 66.

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- The Bank of New York Mellon

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $44,155,180,785
- Discretionary: $3,928,642,644
- Non-discretionary: $40,226,538,141

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 14 | $42,171,925,021 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $1,983,255,764 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2008 (17 years)
- Employees: 164 total, 66 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Houston, TX
- Toronto, On

### Websites listed on Form ADV (Item 1.I)
- [ifminvestors.com](https://ifminvestors.com)
- Instagram @ifminvestors
- LinkedIn @ifminvestors
- X @IFM_Investors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $20,115,225,149 | 93 | September 28, 2021 |
| October 2022 | $24,868,429,593 | 117 | September 28, 2022 |
| October 2023 | $28,777,690,085 | 144 | September 28, 2023 |
| October 2024 | $35,032,780,341 | 152 | September 28, 2024 |
| October 2025 | $35,032,780,341 | 152 | September 28, 2024 |
| October 2026 | $44,155,180,785 | 164 | September 28, 2026 |

Regulatory assets under management: $20,115,225,149 in the October 2021 data and $44,155,180,785 in the October 2026 data, up 120%.
Total employees: 93 in October 2021 and 164 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 63 to 66.

### January 2026
- Added an office in Toronto, On.

### December 2025
- Employees performing advisory functions went from 60 to 63.
- Regulatory assets under management went from $35,032,780,341 to $40,233,548,639 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IFM Investors (US) Advisor, LLC (CRD 146366): Form ADV filing data as of October 2026.