Investment adviser · CRD 160585
IBS CAPITAL LLC
Investment adviser filing (IA)
MEDFIELD, MA, United States · Form ADV filed Apr 27, 2026
- Regulatory AUM
- $123M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 3 | $123,019,000 | 100.0% |
Filing source
Form ADV 2099033 · Apr 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
THE IBS TURNAROUND FUND (QP) (A LIMITED PARTNERSHIP)Hedge Fund · Last reported Apr 27, 2026$73.3MGross asset value
Form D fundraising filings
IBS TURNAROUND FUND (QP) (A LTD PARTNERSHIP)
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
ODYSSEY TRUST COMPANY
LEI 98450000FC9F546D5781
PERSHING LLC
SEC 8-17574
SANTANDER BANK, N.A.
LEI TR24TWEY5RVRQV65HD
TSX TRUST CO
LEI 549300BKNHWPAE4PYO17
MAXIM GROUP LLC
CRD 120708 · SEC 8-65337
Fund details & source
- Fund ID
- 805-8084110001
- Reported beneficial owners
- 26
- Minimum commitment
- $1M
- Form D file number
- 021-138225
Form ADV 2099033 · Apr 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
THE IBS TURNAROUND FUND, L.P.Hedge Fund · Last reported Apr 27, 2026$38.1MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
ODYSSEY TRUST COMPANY
LEI 98450000FC9F546D5781
PERSHING LLC
SEC 8-17574
SANTANDER BANK, N.A.
LEI TR24TWEY5RVRQV65HD
TSX TRUST CO
LEI 549300BKNHWPAE4PYO17
MAXIM GROUP LLC
CRD 120708 · SEC 8-65337
Fund details & source
- Fund ID
- 805-6124111263
- Reported beneficial owners
- 33
- Minimum commitment
- $1M
- Form D file number
- 021-78983
Form ADV 2099033 · Apr 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
THE IBS OPPORTUNITY FUND, LTD.Hedge Fund · Last reported Apr 27, 2026$11.6MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
ODYSSEY TRUST COMPANY
LEI 98450000FC9F546D5781
PERSHING LLC
SEC 8-17574
SANTANDER BANK, N.A.
LEI TR24TWEY5RVRQV65HD
TSX TRUST CO
LEI 549300BKNHWPAE4PYO17
MAXIM GROUP LLC
CRD 120708 · SEC 8-65337
Fund details & source
- Fund ID
- 805-2444855610
- Reported beneficial owners
- 13
- Minimum commitment
- $500K
- Form D file number
- 021-173508
Form ADV 2099033 · Apr 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 27, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
266 MAIN STREET, SUITE 37MEDFIELD, MA, 02052, United States
CRD 160585
Filing source
Form ADV 2099033 · Apr 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.