{
  "crd_number": 160585,
  "slug": "ibs-capital-llc-medfield-ma-160585",
  "primary_business_name": "IBS CAPITAL LLC",
  "legal_name": "IBS CAPITAL LLC",
  "dbas": [],
  "city": "Medfield",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-30",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-04-27",
  "carried_forward": false,
  "raum_total": 123019000.0,
  "raum_discretionary": 123019000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 123019000.0,
      "count": 3
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA"
  ],
  "websites": [
    "https://ibscapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160585",
  "city_as_filed": "MEDFIELD",
  "url": "https://advisorcensus.com/firm/ibs-capital-llc-medfield-ma-160585",
  "display_name": "IBS Capital LLC",
  "summary": "IBS Capital LLC is an SEC-registered investment advisory firm in Medfield, MA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.",
  "citation": "AdvisorCensus. IBS Capital LLC (CRD 160585): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is IBS Capital LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), IBS Capital LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does IBS Capital LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 states: Asset-based fee: 1.5% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is IBS Capital LLC located?",
      "a": "IBS Capital LLC's principal office is in Medfield, MA, according to its Form ADV."
    },
    {
      "q": "Is IBS Capital LLC registered with the SEC or a state?",
      "a": "IBS Capital LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160585."
    },
    {
      "q": "How much does IBS Capital LLC manage?",
      "a": "IBS Capital LLC reports $123,019,000 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have IBS Capital LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for IBS Capital LLC: Regulatory assets under management: $157,099,000 in the October 2021 data and $123,019,000 in the October 2026 data, down 22%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does IBS Capital LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Does IBS Capital LLC report any disciplinary disclosures?",
      "a": "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/160585"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 157099000.0,
      "total_employees": 4,
      "filing_date": "2021-04-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 136915000.0,
      "total_employees": 4,
      "filing_date": "2022-07-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 109023000.0,
      "total_employees": 4,
      "filing_date": "2023-07-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 108719000.0,
      "total_employees": 4,
      "filing_date": "2024-04-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 117883000.0,
      "total_employees": 4,
      "filing_date": "2025-04-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 123019000.0,
      "total_employees": 4,
      "filing_date": "2026-04-27"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "1.5% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1.5% of assets a year"
        ],
        "quotes": [
          "For each Fund, a 1.5% annual management fee is paid quarterly in arrears, in lieu of reimbursing IBS for office space, utilities, administrative services, etc."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 1.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "For each Fund, a 1.5% annual management fee is paid quarterly in arrears, in lieu of reimbursing IBS for office space, utilities, administrative services, etc."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/ibs-capital-llc-medfield-ma-160585.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 123019000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160585",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}