{"url":"https://nivawealth.com/firms/ibs-capital-160585","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160585","regulatoryAum":123019000,"crd":"160585","history":[{"filedOn":"2021-04-30","regulatoryAum":157099000,"clients":3,"employees":4,"offices":1},{"filedOn":"2022-07-25","regulatoryAum":136915000,"clients":3,"employees":4,"offices":1},{"filedOn":"2023-07-06","regulatoryAum":109023000,"clients":3,"employees":4,"offices":1},{"filedOn":"2024-04-29","regulatoryAum":108719000,"clients":3,"employees":4,"offices":1},{"filedOn":"2025-04-28","regulatoryAum":117883000,"clients":3,"employees":4,"offices":1},{"filedOn":"2026-04-27","regulatoryAum":123019000,"clients":3,"employees":4,"offices":1}],"secFileNumber":"801-74238","legalName":"Ibs Capital LLC","displayName":"Ibs Capital","slug":"ibs-capital-160585","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Massachusetts limited liability company","fiscalYearEnd":"December","headquarters":{"street":"266 Main Street, Suite 37","city":"Medfield","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02052"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":4,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":123019000,"discretionary":123019000,"discretionaryAccounts":3,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":33,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":123019000}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Ibs Capital has custody of $123M in client assets for 3 clients.","otherCustodians":[],"leadership":[{"name":"David Taft","title":"Owner/President","crd":"871133"},{"name":"James Horne","title":"Chief Compliance Officer","crd":"6020856"},{"name":"Theresa Taft","title":"Owner","crd":"722702"}],"ownership":[{"label":"David Taft","detail":"Owner/president in the 50% to 75% ownership band and a control person, since September 2007."},{"label":"Theresa Taft","detail":"Owner in the 25% to 50% ownership band and a control person, since September 2007."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"266 Main Street, Suite 37","city":"Medfield","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-261-5327","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":"0","assetMix":[],"privateFunds":3},"sources":{"adv1FilingDate":"27 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160585/PDF/160585.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Ibs Capital have?","answer":"Ibs Capital has 3 clients and manages $123 million for them, as of April 2026. They include 3 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ibs Capital offer?","answer":"Ibs Capital provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Ibs Capital have?","answer":"Ibs Capital has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ibs Capital?","answer":"Ibs Capital’s direct owners are David Taft (50% to 75%) and Theresa Taft (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ibs Capital get paid?","answer":"Ibs Capital is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Ibs Capital?","answer":"Ibs Capital’s main office is at 266 Main Street, Suite 37, Medfield, MA 02052. Its phone number is 617-261-5327.","source":"Form ADV Part 1A, Item 1.F, filed 27 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}