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| Resource Financial Group Ltd
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|---|---|
| CRD # | 119833 |
| SEC # | 801-66619 |
| CIK # | 0001845874, 0001731437, 0000173143 |
| AUM | 637.4 M (2026-03-28) |
| Employees | 8 (25% Investors, 12% Brokers) |
| Phone | 847-256-7495 |
| Address | 1000 Skokie Blvd Wilmette, IL 60091 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| IBEX Ltd | 104.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 265 | 623.5 |
| (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 | 6 | 13.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 934 | 637.4 |
| By Discretionary | ||
| Discretionary | 699 | 480.8 |
| Non-Discretionary | 235 | 156.6 |
| Total | 934 | 637.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 637.4 | |
| Total | 934 | 637.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001731437] | |
| 13F-HR | [0001845874] | |
| 3 | [0001845874] | |
| 4 | [0001845874] | |
| SC 13G | [0001845874] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Resource Group International Ltd | IBEX Ltd | [2021-02-16] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 2 |
| Serves | Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Resource Group International Ltd | |
| IBEX Ltd |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
IBEX Ltd IBEX
Common Shares
|
2024-11-19 | Disposed to issuer | 3,562,341 | $19.65 | 70,000,001 |
|
IBEX Ltd IBEX
Convertible Promissory Note · derivative
|
2024-11-19 | Grant | 1,908,397 | ||
|
IBEX Ltd IBEX
Common Shares
|
2024-11-11 | Sell | 54,517 | $20.01 | 1,090,885 |
|
IBEX Ltd IBEX
Common Shares
|
2024-11-08 | Sell | 2,011 | $20.00 | 40,220 |
|
IBEX Ltd IBEX
Common Shares
|
2024-11-07 | Sell | 259 | $20.00 | 5,180 |
|
IBEX Ltd IBEX
Common Shares
|
2024-11-06 | Sell | 85 | $20.00 | 1,700 |
|
IBEX Ltd IBEX
Common Shares
|
2024-10-01 | Sell | 100 | $20.00 | 2,000 |
|
IBEX Ltd IBEX
Common Shares
|
2024-09-30 | Sell | 9,147 | $20.00 | 182,940 |
|
IBEX Ltd IBEX
Common Shares
|
2024-09-27 | Sell | 2,857 | $20.00 | 57,140 |
|
IBEX Ltd IBEX
Common Shares
|
2024-09-26 | Sell | 100 | $20.00 | 2,000 |
|
IBEX Ltd IBEX
Common Shares
|
2024-09-25 | Sell | 8,834 | $20.01 | 176,768 |
|
IBEX Ltd IBEX
Common Shares
|
2024-09-24 | Sell | 3,289 | $20.00 | 65,780 |
|
IBEX Ltd IBEX
Common Shares
|
2024-09-23 | Sell | 59,269 | $20.05 | 1,188,343 |
|
IBEX Ltd IBEX
Common Shares
|
2024-09-20 | Sell | 3,303 | $20.00 | 66,060 |
|
IBEX Ltd IBEX
Common Shares
|
2024-09-19 | Sell | 1,572 | $20.00 | 31,440 |
|
IBEX Ltd IBEX
Common Shares
|
2024-09-17 | Sell | 5,955 | $19.49 | 116,063 |
|
IBEX Ltd IBEX
Common Shares
|
2024-09-16 | Sell | 23,702 | $20.06 | 475,462 |
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