This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$123MItem 5.F on the latest filing (2026-04-27); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$123M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

4

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

3

Private funds

3Schedule D 7.B(1)

Custody, client assets

$123M

SEC number

801-74238

CRD

160585

Filings on the tape

32

First filed

Feb 15, 2012

Latest filed

Apr 27, 2026

Organised

Limited Liability Company, MA

Website

ibscapital.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8942b652-f573-4df3-2cf3-97d8f02eca94

First observed

Feb 15, 2012

Last observed

Apr 27, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.