Ibs Capital LLC
● SEC registered since 2012CRD 160585SEC# 801-74238Medfield, MA
Ranks #5,596 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$123M
Fund GAV
$123M
Private funds
3
Employees
4
Accounts
3
Location
Medfield, MA
Ibs Capital LLC assets under management
Ibs Capital LLC is an investment advisory firm registered with the SEC based in Medfield, MA. The firm has been registered since 2012. It reports $123 million in regulatory assets under management and employs 4 people. Ibs Capital LLC manages 3 private funds with combined gross assets of $123 million, including The Ibs Turnaround Fund (qp) (a Limited Partnership). By regulatory assets, it ranks 5,596 of 6,004 private fund managers.
Ibs Capital LLC private funds
3 funds · $123M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| The Ibs Turnaround Fund (qp) (a Limited Partnership) | Hedge | $73.3M | $1M |
| The Ibs Turnaround Fund, L.P. | Hedge | $38.1M | $1M |
| The Ibs Opportunity Fund, Ltd. | Hedge | $11.6M | $500K |
Ibs Capital LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Adams Taft Control | Owner/President | 50-75% | 2007 |
| James Simon Horne | Chief Compliance Officer | Under 5% | 2011 |
| Theresa McDade Taft Control | Owner | 25-50% | 2007 |
Frequently asked questions
How much does Ibs Capital LLC manage?
Ibs Capital LLC reports $123 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 $123 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 Medfield, 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
| Address | 266 Main Street, Suite 37, Medfield, MA 02052 |
| Phone | 617-261-5327 |
| Fax | 617-261-5373 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$123M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
AUM vs fund managersTop 93%
Larger than 7% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$123Mregulatory AUM
Discretionary $123M
Service providers
Auditor
Prime broker
Custodian
Administrator