IBS CAPITAL LLC
Firm details
- Headquarters
- MEDFIELD, Massachusetts
- CRD number
- 160585
- Registered since
- March 30, 2012
- Website
- www.ibscapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
IBS Capital LLC is a privately owned LLC that operates as a hedge fund manager. The adviser registered with the SEC in 2012 and focuses on institutional clients, managing pooled investment vehicles rather than providing individual retail advisory services. Its stated advisory activity centers on portfolio management for pooled investment vehicles. Compensation is a mix of asset-based fees and performance-based fees. The firm does not identify as an active ESG investor and is not described as a multi-state adviser or a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JAMES HORNE
COO & CFOCRD 6020856
Contacts
2 of 2THERESA TAFT
OwnerCRD 722702
DAVID TAFT
PresidentCRD 871133
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MEDFIELD, MA
NORFOLK
Location
MEDFIELD, MA
Headquartered in MEDFIELD, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- NORFOLK
- Address
- 266 Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ASHWOOD ADVISORS
RIAMEDFIELD, MA
BLUEBIRD WEALTH MANAGEMENT LLC
RIAMEDFIELD, MA
WOLFSTICH CAPITAL, LLC
RIAMEDFIELD, MA
SILVER PINE CAPITAL, LLC
RIAMEDFIELD, MA
OLIVER INVESTMENTS
RIAMEDFIELD, MA
INVESTMENT MANAGEMENT TRUST, LLC
RIAFITCHBURG, MA