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AdvisorCensus / Financial advisors / Colorado / Denver / Ibex Investors LLC

Ibex Investors LLC

Denver, COSEC-registered investment adviserCRD 126496

Filed as IBEX INVESTORS LLC

Ibex Investors LLC is an SEC-registered investment advisory firm in Denver, CO, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 23, 2026.

10 years
registered since 2016
$1,160,462,894
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is Ibex Investors LLC compensated?

On its Form ADV (Item 5.E, October 2026), Ibex Investors LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is Ibex Investors LLC located?

Ibex Investors LLC's principal office is in Denver, CO, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Ibex Investors LLC registered with the SEC or a state?

Ibex Investors LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 126496.

How much does Ibex Investors LLC manage?

Ibex Investors LLC reports $1,160,462,894 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (100% discretionary).

How have Ibex Investors LLC's assets and staff changed since 2021?

In the Form ADV data for Ibex Investors LLC: Regulatory assets under management: $803,039,359 in the October 2021 data and $1,160,462,894 in the October 2026 data, up 45%. Total employees: 21 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Ibex Investors LLC serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (27).

Does Ibex Investors LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/126496

What changed in Ibex Investors LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $926,834,690 to $1,160,462,894 (+25%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$1,160,462,894

$1,160,462,894 as of October 2026, filing dated June 23, 2026.

Discretionary: $1,160,462,894.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Pooled investment vehicles (other than investment companies and business development companies)
Clients 27 Assets $1,160,462,894 (100%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2016 (10 years)
Employees
Total: 23. Performing investment advisory functions: 10.
Wrap fee program participation
No.
Other offices (Schedule D, Section 1.F)
1 other office, as of the July 2026 filing
Tel Aviv - Yafo
States registered or notice-filed
1 state or jurisdiction
CO

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$803M 2021 $1.3B 2022 $1.07B 2023 $1.03B 2024 $927M 2025 $1.16B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$1,160,462,89423June 23, 2026
October 2025$926,834,69023April 25, 2025
October 2024$1,032,349,96325August 6, 2024
October 2023$1,072,948,42626May 8, 2023
October 2022$1,298,255,06326May 10, 2022
October 2021$803,039,35921May 12, 2021

Regulatory assets under management: $803,039,359 in the October 2021 data and $1,160,462,894 in the October 2026 data, up 45%.

Total employees: 21 in October 2021 and 23 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $926,834,690 to $1,160,462,894 (+25%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
ibexinvestors.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Ibex Investors LLC (CRD 126496): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/ibex-investors-llc-denver-co-126496