Ibex Investors LLC (Denver)

Name: Ibex Investors LLC
Address: 3200 Cherry Creek South Drive, Denver, CO, 80209
Telephone: 303-500-8821

Ibex Investors LLC is a large advisory firm based in Denver. It manages $509.68 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Colorado and New York.

Ibex Investors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ibex Investors: assets under management

The assets under management (AUM) of Ibex Investors LLC is $509.68 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 26% since the beginning of its operation, and $98.89 million of the total AUM is attributable to clients outside of the United States.

The firm manages $509.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $26.83 million each.

Ibex Investors has custody of $110.78 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in cash and cash equivalents the most. They account for 41% of the total AUM. The second-largest asset type is exchange traded securities, which make up 33% of the firm’s portfolio. Investments in derivatives form 26% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ibex Investors LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Brian Todd Abrams serves?

The only and largest group of clients of Brian Todd Abrams is pooled investment vehicles with 17 clients and $501.26 million of assets under management. Among the 9 most similar advisory firms, Ibex Investors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $501.26 million for 17 clients. 28% of the firm’s clients are foreign persons or businesses.

Ibex Investors also advises several private funds. Namely, four hedge funds and seven private equity funds. The minimum investment commitment required of non-related persons ranges from $3,285 to $1,250,000.

Careers at Ibex Investors LLC

The company employs 17 people that are either part- or full-time employees. 47 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Brian Todd Abrams has been acting as President since 1 Jul 2011. Laura Campbell Huff joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Justin Bradley Borus	Manager and chief investment officer	1 Feb 2003	Other	3214321
Brian Todd Abrams	President	1 Jul 2011	Other	5390757
Adam Daniel Averbach	General counsel and chief compliance officer	1 Nov 2014	Other	6421691
Ibex Investment Holdings Llc	Sole member	1 Apr 2016	75% - 100%	81-2414401
Laura Campbell Huff	Chief operating officer	1 Sep 2017	Other	6861295

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jbb Holdings Inc.	Class a member	1 Apr 2016	50% - 75%	81-2418672
Justin Bradley Borus	Sole shareholder, director, president, treasurer and secretary	1 Apr 2016	75% - 100%	3214321

Based in Denver

The principal office where Ibex Investors LLC performs its advisory services is located at 3200 Cherry Creek South Drive, Denver, CO 80209, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-500-8821 or by fax 303-309-2675. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at ibexinvestors.com.