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| Happy Holidays!! thanks for using AUM13F!! |
| IBN Asset Management LLC
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| CRD # | 290114 |
| SEC # | 801-118749 |
| CIK # | |
| AUM | $485.4 M (2025-03-31) |
| Employees | 6 (100% Investors, 100% Brokers) |
| Phone | 805-277-4738 |
| Address | 463 Pennsfield Place Thousand Oaks, CA 91360 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 330.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 155.2 |
| (n) Other | 0 | 0.0 |
| Total | 63 | 485.4 |
| By Discretionary | ||
| Discretionary | 61 | 155.2 |
| Non-Discretionary | 2 | 330.3 |
| Total | 63 | 485.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 485.4 | |
| Total | 63 | 485.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Positive Selection Investment Management LLC
✚
|
CT | 0.5 |
|
Alphacentric Advisors LLC
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|
PR | 0.5 |
|
Thomaslloyd Climate Solutions LLC
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|
NY | 0.5 |
|
1505 Capital LLC
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|
NY | 0.5 |
|
Bright Rock Capital Management LLC
✚
|
MA | 0.5 |
|
Northwest Administrators Inc
✚
|
WA | 0.5 |
|
Paradoxiom Capital LP
✚
|
CT | 0.5 |
|
ICR Partners LLC
✚
|
TN | 0.5 |
|
Sophron Capital Management LP
✚
|
NJ | 0.5 |
|
Darby International Capital LLC
✚
|
0.5 |