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Ibn Asset Management, LLC

● SEC registered since 2020CRD 290114SEC# 801-118749Thousand Oaks, CA
Export (members)
Reg. AUM
$485.4M
Employees
6
Accounts
63
Location
Thousand Oaks, CA

Ibn Asset Management, LLC assets under management

Ibn Asset Management, LLC operates as an SEC-registered investment adviser based in Thousand Oaks, CA. The firm has been registered since 2020. It reports $485.4 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/ibn-asset-managementView on SEC.gov ↗

Ibn Asset Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Catherine Marian ClarkChief Compliance OfficerUnder 5%2024
Erik Nicholas Hagge ControlManaging MemberOver 75%2017

Frequently asked questions

How much does Ibn Asset Management, LLC manage?

Ibn Asset Management, LLC reports $485.4 million in regulatory assets under management on its Form ADV.

How many employees does Ibn Asset Management, LLC have?

Ibn Asset Management, LLC reports 6 employees.

Where is Ibn Asset Management, LLC located?

Ibn Asset Management, LLC is based in Thousand Oaks, CA and has been SEC-registered since 2020.

Does Ibn Asset Management, LLC disclose fund performance?

Ibn Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address463 Pennsfield Place, Suite 201, Thousand Oaks, CA 91360
Phone805-277-4738
Fax805-277-4932
Office hours7:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$155.2M
Non-discretionary$330.3M
Total (RAUM)$485.4M