SourcingSourcing

IBS CAPITAL LLC

B62
CRD 160585·SEC 801-74238·MEDFIELD, MA
AUM
$123.0M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$369K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
IBS CAPITAL LLC
CRD
160585
SEC file #
801-74238
EIN
—
DBA names
—

Economics

AUM
$123.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$165.4M → $123.0M▼ -26%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
MEDFIELD MA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/27/2026
ADV-W filed at
—
Website
ibscapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TAFT, DAVID, ADAMS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
TAFT, DAVID, ADAMS
TAFT, THERESA, MCDADE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
IBSCAPITAL.COM
Rdap Domain Creation Date
1999-05-19T19:55:53Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Pershing15
E*trade4
Goldman Sachs1
Morgan Stanley1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-19T19:56:30Z
Rdap Domain Last Changed
2024-03-20T05:59:08Z
Rdap Nameservers
Ns11.worldnic.comNs12.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
871133
Trust Company Affiliate
No

People (3)

3
TAFT, DAVID, ADAMS
Direct Owner · 62.5%
871133
TAFT, THERESA, MCDADE
Direct Owner · 37.5%
722702
HORNE, JAMES, SIMON
Executive Officer · 2.5%
6020856