Ibn Asset Management, LLC
● SEC registered since 2020CRD 290114SEC# 801-118749Thousand Oaks, CA
Reg. AUM
$508.2M
Employees
6
Accounts
71
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 $508.2 million in regulatory assets under management and employs 6 people.
Ibn Asset Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Catherine Marian Clark | Chief Compliance Officer | Under 5% | 2024 |
| Erik Nicholas Hagge Control | Managing Member | Over 75% | 2017 |
Frequently asked questions
How much does Ibn Asset Management, LLC manage?
Ibn Asset Management, LLC reports $508.2 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
| Address | 463 Pennsfield Place, Suite 201, Thousand Oaks, CA 91360 |
| Phone | 805-277-4738 |
| Fax | 805-277-4932 |
| Office hours | 7:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$508.2M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$508.2Mregulatory AUM
Discretionary $169.1MNon-discretionary $339.1M