IRISH LIFE INVESTMENT MANAGERS LIMITED
Adviser information for IRISH LIFE INVESTMENT MANAGERS LIMITED last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Ireland |
Employees
Total Number of Employees | 25 |
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Investment Advisory/Research | 23 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 33 | $118.7B |
Non-Discretionary | 0 | $0 |
Total | 33 | $118.7B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 5 | $22.4B |
Pension and profit sharing plans | 12 | $6.6B |
Charitable organizations | <5 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 6 | $24.5B |
Insurance companies | 8 | $64.8B |
Sovereign wealth funds and foreign official institutions | <5 | $420.7M |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 97 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
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Compensation | % of AUM |
Identifiers
SEC RIA File Number | 801-99365 |
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SEC ERA File Number | 801-99365 |
SEC CIK Numbers | None |
SEC CRD Numbers | 175204 |
Legal Entity Identifier | TWBHJZDB2TYBXZPLM625 |
Principal Office
BERESFORD COURT, BERESFORD PLACEDUBLIN 1
Ireland
Monday - Friday, 8.00 AM TO 6 PM
Tel: 00 353 1 704 1200, Fax: None
Chief Compliance Officer
DONAL WOODCOCK
HEAD OF COMPLIANCE & BUSINESS RISK
BERESFORD COURT, BERESFORD PLACE
DUBLIN 1
Ireland
Tel:
00353 87 2220042
D*************@*******M
(Full email address available in API data)
Regulatory Contact
AOIFE NOLAN
DEPUTY EXECUTIVE MANAGER- COMPLIANCE
BERESFORD COURT, BERESFORD PLACE
DUBLIN 1
Ireland
Tel:
00 353 1 704 2870
A**********@*******M
(Full email address available in API data)
Industry Affiliates
SETANTA ASSET MANAGEMENT LTD | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CANADA LIFE INTERNATIONAL HOLDINGS LIMITED | Foreign Entity | THE CANADA LIFE GROUP (UK) LIMITED | SHAREHOLDER | 07/2013 | > 75% |
BURKE, PATRICK, CHRISTOPHER | Individual | – | DIRECTOR, CHIEF EXECUTIVE OFFICER | 07/2007 | < 5% |
DEMPSEY, KIERAN, PATRICK | Individual | – | DIRECTOR | 10/2013 | < 5% |
WOODCOCK, DONAL, JOHN | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2011 | < 5% |
THE CANADA LIFE GROUP (UK) LIMITED | Foreign Entity | – | SOLE PROPRIETOR | 01/2014 | > 75% |
CANADA LIFE CAPITAL CORPORATION INC. | Foreign Entity | CANADA LIFE INTERNATIONAL HOLDINGS LIMITED | SHAREHOLDER | 07/2013 | > 75% |
THE CANADA LIFE ASSURANCE COMPANY | Foreign Entity | CANADA LIFE CAPITAL CORPORATION INC. | SHAREHOLDER | 07/2013 | > 75% |
GREAT-WEST LIFECO INC. | Foreign Entity | THE CANADA LIFE ASSURANCE COMPANY | SHAREHOLDER | 07/2013 | > 75% |
POWER FINANCIAL CORPORATION | Foreign Entity | GREAT-WEST LIFECO INC. | SHAREHOLDER | 03/1986 | 50-75% |
POWER CORPORATION OF CANADA | Foreign Entity | POWER FINANCIAL CORPORATION | SHAREHOLDER | 12/1998 | > 75% |
PANSOLO HOLDING INC. | Foreign Entity | POWER CORPORATION OF CANADA | SHAREHOLDER | 10/2015 | 50-75% |
THE DESMARAIS FAMILY RESIDUARY TRUST | Foreign Entity | PANSOLO HOLDING INC. | SHAREHOLDER | 10/2015 | > 75% |
DESMARAIS, PAUL, GUY | Individual | THE DESMARAIS FAMILY RESIDUARY TRUST | TRUSTEE | 10/2013 | |
DESMARAIS, SOPHIE, CAROLINE | Individual | THE DESMARAIS FAMILY RESIDUARY TRUST | TRUSTEE, NON-VOTING | 03/2018 | |
DESMARAIS, ANDRE, ROGER | Individual | THE DESMARAIS FAMILY RESIDUARY TRUST | TRUSTEE | 10/2013 | |
Srivastava, Raman | Individual | – | CHAIRMAN AND DIRECTOR | 04/2019 | < 5% |
Mchugh, Rose | Individual | – | DIRECTOR | 06/2019 | < 5% |
O Neill, Colm | Individual | – | DIRECTOR | 11/2020 | < 5% |
Reidy, Deborah | Individual | – | DIRECTOR | 12/2020 | < 5% |
MacGuinness, Anthony, Thomas | Individual | – | DIRECTOR | 04/2022 | < 5% |
Sanchez, Suzanne, Marie | Individual | – | DIRECTOR | 10/2022 | < 5% |
DOER, GARY, ALBERT | Individual | THE DESMARAIS FAMILY RESIDUARY TRUST | TRUSTEE | 05/2023 |