IBS CAPITAL LLC
CRD #160585 SEC #801-74238 MEDFIELD, MA 617-261-5327
SEC Registered Private Funds
Total AUM
$117.9M
Discretionary
$117.9M
Employees
4
Clients
0
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $117.9M | $117.9M | $0 | 4 | 0 |
| Apr 2025 | $117.9M | $117.9M | $0 | 4 | 0 |
| Mar 2025 | $117.9M | $117.9M | $0 | 4 | 0 |
| Apr 2024 | $108.7M | $108.7M | $0 | 4 | 0 |
| Mar 2024 | $108.7M | $108.7M | $0 | 4 | 0 |
| Jul 2023 | $109M | $109M | $0 | 4 | 0 |
| Apr 2023 | $109M | $109M | $0 | 4 | 0 |
| Mar 2023 | $109M | $109M | $0 | 4 | 0 |
| Jul 2022 | $136.9M | $136.9M | $0 | 4 | 0 |
| Apr 2022 | $136.9M | $136.9M | $0 | 4 | 0 |
| Mar 2022 | $136.9M | $136.9M | $0 | 4 | 0 |
| Apr 2021 | $157.1M | $157.1M | $0 | 4 | 0 |
| Mar 2021 | $157.1M | $157.1M | $0 | 4 | 0 |
| Apr 2020 | $166.3M | $166.3M | $0 | 4 | 0 |
| Mar 2020 | $166.3M | $166.3M | $0 | 4 | 0 |
| Apr 2019 | $165.4M | $165.4M | $0 | 4 | 0 |
| Mar 2019 | $165.4M | $165.4M | $0 | 4 | 0 |
| Oct 2018 | $156M | $156M | $0 | 4 | 0 |
| Apr 2018 | $156M | $156M | $0 | 4 | 0 |
| Mar 2018 | $156M | $156M | $0 | 4 | 0 |
| Apr 2017 | $164.2M | $164.2M | $0 | 4 | 1 |
| Mar 2017 | $164.2M | $164.2M | $0 | 4 | 1 |
| Apr 2016 | $160.7M | $160.7M | $0 | 4 | 1 |
| Mar 2016 | $160.7M | $160.7M | $0 | 4 | 1 |
| Oct 2015 | $205.6M | $205.6M | $0 | 4 | 1 |
| Apr 2015 | $205.6M | $205.6M | $0 | 4 | 1 |
| Mar 2015 | $205.6M | $205.6M | $0 | 4 | 1 |
| Apr 2014 | $213.3M | $213.3M | $0 | 4 | 1 |
| Mar 2014 | $213.3M | $213.3M | $0 | 4 | 1 |
| Mar 2013 | $220.1M | $220.1M | $0 | 4 | 1 |
| Feb 2012 | $274.3M | $274.3M | $0 | -- | 1 |
DateSep 2025
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2025
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees4
Clients0
DateJul 2022
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$165.4M
Discretionary$165.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$165.4M
Discretionary$165.4M
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees4
Clients0
DateApr 2017
Total AUM$164.2M
Discretionary$164.2M
Non-Disc.$0
Employees4
Clients1
DateMar 2017
Total AUM$164.2M
Discretionary$164.2M
Non-Disc.$0
Employees4
Clients1
DateApr 2016
Total AUM$160.7M
Discretionary$160.7M
Non-Disc.$0
Employees4
Clients1
DateMar 2016
Total AUM$160.7M
Discretionary$160.7M
Non-Disc.$0
Employees4
Clients1
DateOct 2015
Total AUM$205.6M
Discretionary$205.6M
Non-Disc.$0
Employees4
Clients1
DateApr 2015
Total AUM$205.6M
Discretionary$205.6M
Non-Disc.$0
Employees4
Clients1
DateMar 2015
Total AUM$205.6M
Discretionary$205.6M
Non-Disc.$0
Employees4
Clients1
DateApr 2014
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees4
Clients1
DateMar 2014
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees4
Clients1
DateMar 2013
Total AUM$220.1M
Discretionary$220.1M
Non-Disc.$0
Employees4
Clients1
DateFeb 2012
Total AUM$274.3M
Discretionary$274.3M
Non-Disc.$0
Employees--
Clients1