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Ibs Capital LLC

● SEC registered since 2012CRD 160585SEC# 801-74238Boston, MA
Export (members)
Ranks #5,386 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$117.9M
Fund GAV
$117.9M
Private funds
3
Employees
4
Accounts
3
Location
Boston, MA

Ibs Capital LLC assets under management

Ibs Capital LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2012. It reports $117.9 million in regulatory assets under management and employs 4 people. Ibs Capital LLC manages 3 private funds with combined gross assets of $117.9 million, including The Ibs Turnaround Fund (qp) (a Limited Partnership). By regulatory assets, it ranks 5,386 of 5,911 private fund managers.

Ibs Capital LLC private funds

3 funds · $117.9M GAV
FundTypeGross assetsMin.
The Ibs Turnaround Fund (qp) (a Limited Partnership)Hedge$70.3M$1M
The Ibs Turnaround Fund, L.P.Hedge$36.6M$1M
The Ibs Opportunity Fund, Ltd.Hedge$11M$500K

Ibs Capital LLC owners & executives

3 reported
NameTitleOwnershipSince
David Adams Taft ControlOwner/President50-75%2007
James Simon HorneChief Compliance OfficerUnder 5%2011
Theresa McDade Taft ControlOwner25-50%2007

Frequently asked questions

How much does Ibs Capital LLC manage?

Ibs Capital LLC reports $117.9 million in regulatory assets under management on its Form ADV.

How many private funds does Ibs Capital LLC manage?

Ibs Capital LLC manages 3 private funds with combined gross assets of $117.9 million.

How many employees does Ibs Capital LLC have?

Ibs Capital LLC reports 4 employees.

Where is Ibs Capital LLC located?

Ibs Capital LLC is based in Boston, MA and has been SEC-registered since 2012.

Does Ibs Capital LLC disclose fund performance?

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

Contact & registration

Address3 Post Office Square, Suite 602, Boston, MA 02109
Phone617-261-5327
Fax617-261-5373
Office hours9a.m.-5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$117.9M
Non-discretionary$0
Total (RAUM)$117.9M

Service providers