Ibs Capital LLC
Ibs Capital LLC is an SEC-registered asset manager in Medfield, MA with $123.0M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Ibs Capital LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160585, SEC 801-74238, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $123.0M (2026-04-27)
- Firm type
- Asset Manager
- Location
- Medfield, MA
- Employees
- 4
- Clients
- 3
- CRD
- 160585
- Ownership
- TAFT, DAVID, ADAMS; HORNE, JAMES, SIMON; TAFT, THERESA, MCDADE
How much AUM does Ibs Capital LLC have?
Ibs Capital LLC reported $123.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Ibs Capital LLC?
Disclosed owners and executives of Ibs Capital LLC include TAFT, DAVID, ADAMS, HORNE, JAMES, SIMON, TAFT, THERESA, MCDADE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.