IFM Investors (US) Advisor, LLC

RIASEC Registered
Total AUM
$44.2B
Discretionary
$3.9B
9% of AUM
Avg account
$2.5B
Accounts
18
Employees
164
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
146366
Registered since
October 8, 2008
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles95.51%
  • Insurance Companies4.49%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

IFM Investors (US) Advisor, LLC is a U.S.-based investment adviser that is registered with the SEC (registered in 2008). The firm is organized as a limited liability company and is classified in the dataset as a hedge fund. It serves primarily institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses or other institutions. Compensation arrangements include performance-based fees alongside other fee types. The firm identifies as an active ESG investor and has affiliations that include acting as a broker-dealer, an additional investment adviser, and as a sponsor/GP/managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 86%, Non-Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 5%86%
  • Investment Grade Corp Bonds86%
  • Non-Investment Grade Corp Bonds9%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Richard Gruber

    Chief Compliance OfficerCRD 5256033

Contacts

3 of 4
  • Rajiv Vyas

    Executive DirectorCRD 6929320

  • Julio Garcia

    Julio Garcia

    Head of InfrastructureCRD 2910097

  • Angola Russell

    Angola Russell

    Head of CommercialCRD 7640396

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
114 W 47th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth