Data / Investment advisers / Massachusetts / Ibs Capital LLC
Ibs Capital LLC, Medfield, MA: $123 million AUM, SEC registered investment adviser
Ibs Capital LLC is an SEC registered investment adviser with its main office in Medfield, Massachusetts and reports $123 million in regulatory assets under management in its Form ADV filed April 27, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 3 private funds.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 160585
- SEC file number
- 801-74238
- SEC status
- Approved, effective March 30, 2012
- Main office
- 266 Main Street Suite 37, Medfield, MA 02052
- Phone
- (617) 261-5327
- Website
- ibscapital.com
- Regulatory AUM
- $123,019,000 in the Form ADV filed April 27, 2026
- Discretionary AUM
- $123,019,000
- Accounts
- 3
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 3: 3 hedge funds
- Gross assets of private funds
- $123,019,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $123 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $123 million | March 24, 2026 |
| December 1, 2025 | $117.9 million | September 29, 2025 |
Other advisers in Massachusetts
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sverica Capital Management | Boston | $2.46 billion | 8 | adviserinfo.sec.gov |
| S & Co., Inc. | Boston | $2.46 billion | 6 | adviserinfo.sec.gov |
| Retirement Resources Investment Corporation | Andover | $2.44 billion | Not listed | adviserinfo.sec.gov |
| Nichols & Pratt Advisers LLP | Boston | $2.43 billion | Not listed | adviserinfo.sec.gov |
| Moody, Lynn, Lieberson & Walker, LLC | Boston | $2.41 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Massachusetts
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Ibs Capital LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.