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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

CAPRA IBEX ADVISORS LLC

CRD 160834

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b790a3fe-5949-630c-80a5-ea35dda6e50b

Data as of Nov 12, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 0
Observed: Feb 21, 2012 to Nov 12, 2024
20 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $147MItem 5.F on the latest filing (2024-11-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $147M
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: 7
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
SEC number: 801-74377
CRD: 160834
Filings on the tape: 20
First filed: Feb 21, 2012
Latest filed: Nov 12, 2024
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DORAN, DEREK, NMN	CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER	Na	yes	11/2011	Feb 21, 2012	Nov 12, 2024
HEALY, JAMES, PETER	MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER	E	yes	09/2010	Feb 21, 2012	Nov 12, 2024
KURINETS, MICHAEL, NMN	CHIEF INVESTMENT OFFICER	Na	yes	09/2024	Oct 2, 2024	Nov 12, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAPRA CREDIT MANAGEMENT, LLC	n/a	Other adviser	$45.1M	N	yes	n/a
CAPRA IBEX CREDIT OPPORTUNITIES, LLC	n/a	Other adviser	$45.1M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 29, 2024	$66.7M	$66.7M	9	6	0	n/a	n/a
2022	Mar 30, 2023	$7.7B	$75.7M	10	9	0	n/a	n/a
2021	Mar 31, 2022	$8.1B	$108M	10	7	0	n/a	n/a
2020	Mar 30, 2021	$5.2B	$92.8M	10	9	0	n/a	n/a
2019	Mar 30, 2020	$6.9B	$97.7M	9	8	0	n/a	n/a
2018	Mar 29, 2019	$6.9B	$122M	9	8	0	n/a	n/a
2017	Mar 29, 2018	$7.1B	$131M	9	6	0	n/a	n/a
2016	Mar 31, 2017	$7.0B	$127M	9	6	n/a	n/a	n/a
2015	Mar 30, 2016	$4.5B	$92.1M	9	6	n/a	n/a	n/a
2014	Mar 31, 2015	$2.3B	$0	6	5	n/a	n/a	n/a
2013	Mar 28, 2014	$1.6B	$0	4	3	n/a	n/a	n/a
2012	Mar 27, 2013	$1.2B	$0	3	3	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$147M	$7.7B	-98.1%	$5.2B	-69.5%	7	10	0	0

Relationships

Affiliated with (4)

← CAPRA CREDIT MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← CAPRA IBEX CREDIT OPPORTUNITIES, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ CAPRA CREDIT MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ CAPRA IBEX CREDIT OPPORTUNITIES, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (3)

← HEALY, JAMES, PETEROwnerMANAGING MEMBER AND CHIEF EXECUTIVE OFFICER, ownership code E, individual
Feb 21, 2012 to presentfactForm ADV
← KURINETS, MICHAEL, NMNOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Oct 2, 2024 to presentfactForm ADV
← DORAN, DEREK, NMNOwnerCHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER, ownership code NA, individual
Feb 21, 2012 to presentfactForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Capra Ibex Advisors Llc no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $146.7M)
Form ADVobserved 4 days ago
$147M
Occurred
Oct 2, 2024
Control person joined
Nmn Michael Kurinets (Chief Investment Officer) appeared on Schedule A of Capra Ibex Advisors Llc
Form ADVobserved 4 days ago
Occurred
Feb 1, 2024
Regulatory AUM changed
Capra Ibex Advisors Llc reported RAUM $65.9M, down 99% from $7.7B (2023-03-30 to 2024-02-01)
Form ADVobserved 4 days ago
$-7.7B
Occurred
Mar 31, 2022
Regulatory AUM changed
Capra Ibex Advisors Llc reported RAUM $8.1B, up 56% from $5.2B (2021-03-30 to 2022-03-31)
Form ADVobserved 4 days ago
$2.9B
Occurred
Mar 30, 2021
Regulatory AUM changed
Capra Ibex Advisors Llc reported RAUM $5.2B, down 25% from $6.9B (2020-03-30 to 2021-03-30)
Form ADVobserved 4 days ago
$-1.7B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b790a3fe-5949-630c-80a5-ea35dda6e50b
First observed: Feb 21, 2012
Last observed: Nov 12, 2024 22 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.

CAPRA IBEX ADVISORS LLC

CRD 160834

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b790a3fe-5949-630c-80a5-ea35dda6e50b

Data as of Nov 12, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:21 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DORAN, DEREK, NMN

CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER

yes

11/2011

Feb 21, 2012

Nov 12, 2024

HEALY, JAMES, PETER

MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER

yes

09/2010

Feb 21, 2012

Nov 12, 2024

KURINETS, MICHAEL, NMN

CHIEF INVESTMENT OFFICER

yes

09/2024

Oct 2, 2024

Nov 12, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAPRA CREDIT MANAGEMENT, LLC

n/a

Other adviser

$45.1M

yes

n/a

CAPRA IBEX CREDIT OPPORTUNITIES, LLC

n/a

Other adviser

$45.1M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 29, 2024

$66.7M

n/a

2022

Mar 30, 2023

$7.7B

$75.7M

n/a

2021

Mar 31, 2022

$8.1B

$108M

n/a

2020

Mar 30, 2021

$5.2B

$92.8M

n/a

2019

Mar 30, 2020

$6.9B

$97.7M

n/a

2018

Mar 29, 2019

$6.9B

$122M

n/a

2017

Mar 29, 2018

$7.1B

$131M

n/a

2016

Mar 31, 2017

$7.0B

$127M

n/a

2015

Mar 30, 2016

$4.5B

$92.1M

n/a

2014

Mar 31, 2015

$2.3B

n/a

2013

Mar 28, 2014

$1.6B

n/a

2012

Mar 27, 2013

$1.2B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$147M

$7.7B

-98.1%

$5.2B

-69.5%