IBIS CAPITAL MANAGEMENT, LLC

Overview

Ibis Capital Management, LLC is a small, independent registered investment adviser that concentrates on discretionary portfolio management and financial planning for individuals, families and small businesses. The firm’s business activities are listed as a law firm, and its advisory model combines percentage-of-assets and hourly fee arrangements. Investment activity shows a clear tilt toward equities: the firm uses separate managed accounts and exchange-traded securities as the primary vehicle for implementing client strategies rather than a heavy reliance on pooled vehicles. Portfolios appear to be managed on a discretionary basis with an equity-first preference. The ADV data points to a compact advisory practice that emphasizes liquid, exchange-traded instruments and individualized account management consistent with separate account management and tax-awareness for taxable clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices