DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Ibex Investors LLC
Latest filing Jun 23, 2026
First filing on the tape Mar 21, 2012 · 23 filings
SEC status approved since Jul 12, 2016
RAUM
$1.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$1.2B
derived; firm RAUM over IAPD count
Employees
23
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
20
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$1.2B as of Jun 23, 2026
Mar 21, 2012$49.7M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Jun 23, 2026
Mar 21, 20120 then
Employees (5.A)23 as of Jun 23, 2026
Mar 30, 201710 then
Private funds20 as of Jun 23, 2026
Mar 21, 20122 then
RAUM +25% over the last fiscal year+2.6% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Jun 23, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $1.2BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $43.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 23.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +25%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.2B, 27 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 27reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.2B for 27 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Justin Bradley Borus | Denver, Co | Jan 1, 2026 | 26 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
34 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Ibex Israel Fund Lllp | Hedge Fund | $500M | 529 | Jun 21, 2016 |
| Ibex Behavioral Finance Fund LPno longer reported | Hedge Fund | $191M | 236 | Sep 28, 2017 |
| Ibex Partners (Core) LP | Private Equity Fund | $104M | 330 | Mar 31, 2022 |
| Ibex Israel Vc LP | Private Equity Fund | $100M | 162 | Mar 31, 2021 |
| Ibex Israel Fund 1 Lllpno longer reported | Hedge Fund | $89.9M | 98 | Mar 21, 2012 |
| Ibex Behavioral Finance Fund 1 LPno longer reported | Hedge Fund | $85.9M | 92 | Mar 30, 2017 |
| Ibex Mobility Revolution Vc LP | Private Equity Fund | $42.3M | 209 | Mar 31, 2022 |
| Ibex Spc (Offshore) Ltd.no longer reported | Private Equity Fund | $20.8M | 42 | Mar 26, 2018 |
| Ibex Israel Fund (Offshore) Ltd.no longer reported | Hedge Fund | $19.6M | 46 | Sep 28, 2017 |
| Ibex Partners (Sifive) LP | Private Equity Fund | $15.7M | 162 | Mar 31, 2022 |
| Ibex Spc (Offshore) Ltd. - Sifive Sp | Private Equity Fund | $15.7M | 20 | Mar 24, 2023 |
| Ibex Partners (Gauzy) LP | Private Equity Fund | $15.3M | 118 | Sep 28, 2017 |
| Ibex Israel Public-Only LP | Hedge Fund | $14.4M | 57 | Mar 24, 2023 |
| Ibex Partners (Mw) Lllp | Private Equity Fund | $11.7M | 3 | Mar 30, 2017 |
| Ibex Partners (Core) II LPno longer reported | Private Equity Fund | $10.4M | 210 | Mar 24, 2023 |
| Ibex Partners (Revel) LP | Private Equity Fund | $10.3M | 200 | Mar 30, 2020 |
| Ibex Partners (Vatbox) LP | Private Equity Fund | $8.2M | 118 | Mar 31, 2022 |
| Ibex Partners (Cylus) LP | Private Equity Fund | $7.6M | 116 | Mar 31, 2022 |
| Ibex Partners (1m Robotics) LP | Private Equity Fund | $6.8M | 71 | Mar 24, 2023 |
| Ibex Microcap Fund Lllp | Hedge Fund | $5.0M | 41 | Mar 21, 2012 |
| Ibex Mobility Revolution Fund LP | Hedge Fund | $4.7M | 215 | Sep 28, 2017 |
| Ibex Behavioral Finance Fund (Offshore) Master Ltd.no longer reported | Hedge Fund | $4.6M | 1 | Sep 28, 2017 |
| Ibex Stele LP | Hedge Fund | $3.5M | 8 | Mar 31, 2021 |
| Ibex Partners (Glassbox) LP | Private Equity Fund | $2.8M | 178 | Mar 31, 2021 |
| Ibex Behavioral Finance Fund (Offshore) Ltd.no longer reported | Hedge Fund | $2.4M | 8 | Sep 28, 2017 |
| Ibex Spc (Offshore) Ltd. - Vatbox Sp | Private Equity Fund | $1.7M | 14 | Mar 24, 2023 |
| Ibex Partners (Kaminario) Lllp | Private Equity Fund | $1.4M | 70 | Jun 21, 2016 |
| Ibex Spc (Offshore) Ltd. - Revel Sp | Private Equity Fund | $564,100 | 9 | Mar 24, 2023 |
| Ibex Spc (Offshore) Ltd. - Glassbox 2020 Sp | Private Equity Fund | $447,231 | 13 | Mar 24, 2023 |
| Ibex Spc (Offshore) Ltd. - Glassbox Sp | Private Equity Fund | $354,255 | 5 | Mar 24, 2023 |
| Ibex Partners (Nexar) LP | Private Equity Fund | $340,353 | 8 | Mar 26, 2018 |
| Ibex Partners (Zimperium) Lllpno longer reported | Private Equity Fund | $14,251 | 30 | Jun 21, 2016 |
| Ibex Partners (Shoes.Com) Lllpno longer reported | Private Equity Fund | $0 | 38 | Jun 21, 2016 |
| Ibex Israel Vc II LP | Private Equity Fund | $0 | 128 | Mar 22, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Daniel Adam Averbach · General Counsel And Chief Compliance Officercontrolsince 11/2014 · owns less than 5%
- Bradley Justin Borus · Chief Executive Officer, Chief Investment Officer, Manager, And Foundercontrolsince 02/2003 · owns less than 5%
- Campbell Laura Huff · Chief Operating Officercontrolsince 09/2017 · owns less than 5%
- David Stuart Schnabolk · Chief Financial Officercontrolsince 07/2024 · owns less than 5%
- Bradley Justin Borus · Sole Shareholder, Director, President, Treasurer And Secretarycontrolsince 04/2016 · owns 75% or more of Jbb Holdings Inc.
Entity owners
- Ibex Investment Holdings LLC · Sole Memberdirect · owns 75% or more
- Jbb Holdings Inc. · Class A Memberindirect · owns 75% or more of Ibex Investment Holdings LLC
Related persons
Schedule D 7.A
- Ibex Gp LLCbankpooled vehicle sponsorn
- Ibex Israel Vc Gp II, LLCpooled vehicle sponsorn
- Ibex Israel Vc Gp LLCpooled vehicle sponsorn
- Ibex Mobility Revolution Vc Gp LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Tel Aviv - Yafo, Israel3 employees
What changed
consecutive filings, newest first
- Accounts · 31 to 27Apr 25, 2025 to Mar 31, 2026
- Pooled vehicle clients · 31 to 27Apr 25, 2025 to Mar 31, 2026
- Assets in custody · $927M to $1.2BApr 25, 2025 to Mar 31, 2026
- Private funds · 24 to 20Apr 25, 2025 to Mar 31, 2026
- Discretionary RAUM · $927M to $1.2BApr 25, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $927M to $1.2BApr 25, 2025 to Mar 31, 2026
- RAUM · $927M to $1.2BApr 25, 2025 to Mar 31, 2026
- Accounts · 30 to 31Aug 6, 2024 to Apr 25, 2025
- Pooled vehicle clients · 30 to 31Aug 6, 2024 to Apr 25, 2025
- Assets in custody · $873M to $927MAug 6, 2024 to Apr 25, 2025
- Employees · 25 to 23Aug 6, 2024 to Apr 25, 2025
- Financial planning clients · unset to Aug 6, 2024 to Apr 25, 2025
- Discretionary RAUM · $1.0B to $927MAug 6, 2024 to Apr 25, 2025
- Pooled vehicle RAUM · $1.0B to $927MAug 6, 2024 to Apr 25, 2025
- RAUM · $1.0B to $927MAug 6, 2024 to Apr 25, 2025
- Accounts · 31 to 30May 8, 2023 to Mar 22, 2024
- Advisory employees · 11 to 10May 8, 2023 to Mar 22, 2024
- Pooled vehicle clients · 31 to 30May 8, 2023 to Mar 22, 2024
- Assets in custody · $1.1B to $873MMay 8, 2023 to Mar 22, 2024
- Employees · 26 to 25May 8, 2023 to Mar 22, 2024
- Private funds · 25 to 24May 8, 2023 to Mar 22, 2024
- Discretionary RAUM · $1.1B to $1.0BMay 8, 2023 to Mar 22, 2024
- Pooled vehicle RAUM · $1.1B to $1.0BMay 8, 2023 to Mar 22, 2024
- RAUM · $1.1B to $1.0BMay 8, 2023 to Mar 22, 2024
- Accounts · 24 to 31Jan 12, 2023 to Mar 24, 2023
- Advisory employees · 12 to 11Jan 12, 2023 to Mar 24, 2023
- Pooled vehicle clients · 24 to 31Jan 12, 2023 to Mar 24, 2023
- Assets in custody · $1.3B to $1.1BJan 12, 2023 to Mar 24, 2023
- State-registered IARs · 2 to 1Jan 12, 2023 to Mar 24, 2023
- Private funds · 18 to 25Jan 12, 2023 to Mar 24, 2023
- Discretionary RAUM · $1.3B to $1.1BJan 12, 2023 to Mar 24, 2023
- Pooled vehicle RAUM · $1.3B to $1.1BJan 12, 2023 to Mar 24, 2023
- RAUM · $1.3B to $1.1BJan 12, 2023 to Mar 24, 2023
- Accounts · 16 to 24May 12, 2021 to Mar 31, 2022
- Advisory employees · 10 to 12May 12, 2021 to Mar 31, 2022
- Advisory activities · 2 to 1May 12, 2021 to Mar 31, 2022
- Pooled vehicle clients · 16 to 24May 12, 2021 to Mar 31, 2022
- Assets in custody · $803M to $1.3BMay 12, 2021 to Mar 31, 2022
- Employees · 21 to 26May 12, 2021 to Mar 31, 2022
- State-registered IARs · 3 to 2May 12, 2021 to Mar 31, 2022
Signals
10 dated events
- Ibex Investors Llc reported RAUM $1.2B, up 25% from $926.8M (2025-04-25 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Thomas Brian Montgomery (Chief Financial Officer) no longer on Schedule A of Ibex Investors Llc (listed 2024-03-22, absent 2024-08-06)Aug 6, 2024 · Control person left · inference
- David Stuart Schnabolk (Chief Financial Officer) appeared on Schedule A of Ibex Investors LlcAug 6, 2024 · Control person joined · fact
- Todd Brian Abrams (President) no longer on Schedule A of Ibex Investors Llc (listed 2022-03-31, absent 2022-05-10)May 10, 2022 · Control person left · inference
- Ibex Investors Llc reported RAUM $1.3B, up 62% from $803.0M (2021-05-12 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Thomas Brian Montgomery (Chief Financial Officer) appeared on Schedule A of Ibex Investors LlcJan 28, 2021 · Control person joined · fact
- Ibex Investors Llc reported RAUM $708.3M, up 39% from $509.7M (2019-03-31 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Ibex Investors Llc reported RAUM $509.7M, up 26% from $406.1M (2018-05-24 to 2019-03-31)Mar 31, 2019 · RAUM change · derived
- Ibex Investors Llc reported RAUM $406.1M, up 48% from $274.1M (2017-09-28 to 2018-03-26)Mar 26, 2018 · RAUM change · derived
- Lazarus Management Company Llc filed its initial SEC registration (Form ADV)Jun 21, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Ibex Investors LLC · Independent Sponsorsshared crd · capital_provider
- Ibex Investors LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/ibex-investors-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- ibexinvestors.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 303-500-8821reportedpublic record, Form ADV, Jun 23, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $1.2Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026